Designing and implementing customized wealth strategies for affluent individuals and their families, foundations, business owners and corporations

As Financial Advisors at RBC Wealth Management, we focus on a comprehensive wealth management approach for each client we work with. We coordinate with our clients' accountants and attorneys on customized, tax-considerate strategies to help them reach their financial goals.

With over 65 years collective years of experience and the support of a team of specialists, knowledgeable in a variety of financial disciplines, we offer a broad range of services covering the 13 wealth management issues that are critical to clients' financial well-being. The human interaction of wealth management is critical in our practice; our goal is to build trust and lasting relationships with our clients.

Let's take the next step together

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

We promise to help you better manage your money, plan for your future, build and preserve your wealth and protect your legacies. Beyond that, our reputation does the talking.

Contact us today to set up a meeting.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.