Helping you grow more than wealth

Our approach

We believe that most successful wealth management strategies look at the big picture. We endeavor to establish deep and valued relationships with clients to truly learn what their needs and aspirations are. The MMC Group has offered knowledgeable financial advice and wealth management services for more than 80 years combined. We have extensive experience assisting the firm’s high-net-worth clients with wealth transfer, business services, retirement and estate planning services, private money management and concentrated stock strategies. Our clients are comprised of affluent families and individuals, corporate executives and successful business owners who value the comprehensive approach we bring to each relationship.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

The MMC Group

MMC Group team image

Learn more about us. 

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

There are no events to show

There are no events to show

Why we moved to RBC Wealth Management

Take a look at RBC Wealth Management you will like what you see.

Latest Insights

Man and boy playing with sailboat in pond

Age-based guidelines for retirement income planning

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Read more