What makes us different

Customized, objective wealth management

The Ross Group provides customized portfolio management and financial advisory services to 200-plus family units. Our unique culture of independence at RBC Wealth Management gives us the freedom to meticulously tailor a long-term plan based solely on the financial well-being of each client and their specific goals.  At RBC Wealth Management, we have complete autonomy to execute on our clients' behalf without any conflicts of interest.

Prosperity through integrity

We are committed to growing and protecting your wealth through financial stewardship. We do not take the trust our clients instill in us lightly; we work every day on your behalf to recognize and overcome the hurdles that financial management may present.  Our team has more than 75 years of collective experience in the field, and manages over $500 million in assets. 

Above all, we value a mutual respect with all of our relationships, supported by the values of integrity, trust and loyalty.

Who we serve

Our philosophy and approach are best aligned with those who believe in the value of advice, embrace a fee-based relationship, and endorse a value-oriented, long-term, disciplined investment style.

We believe it is helpful to define the criteria for a great fitting client:

  • Focused on the long-term
  • Favors a disciplined investment style
  • Seeks advice and places a high value on professional services
  • Committed to building and preserving wealth
  • Values the virtues of integrity, trust, and loyalty

The Ross Group compensation

The compensation for our services is through an advisory fee charged to client accounts. This all-encompassing fee is a percentage of each family's assets harbored at RBC.