We understand that managing wealth to fit the needs of today and tomorrow often times involves complex strategies and unwavering discipline. We understand that there is no single approach that works for everyone and that each unique situation warrants its own unique solution. Having worked in the financial services industry for over 30 years combined, we also understand how individual, market and world events can affect even the best of intentions. We are an experienced wealth management team, dedicated to providing sophisticated solutions to our clients’ financial needs. Our highest priority is constructing individualized investment portfolios that focus on asset-protection strategies and income-generating solutions, while always working in our clients’ best interests. Please spend time reading our individual bios for more detail on each team member’s experience and knowledge.
As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.
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’re here for you
As COVID-19 continues to increase its impact, RBC Wealth Management is committed to protecting the health and safety of our employees, clients and communities. Accordingly, our physical branch office is closed until further notice to help stop the spread of the virus.
We remain reachable by phone or email and are ready to serve you. Additionally, we encourage you to access your account via RBC Wealth Management Online.
We apologize for any inconvenience this branch closure may cause. We remain committed to serving you during this period of uncertainty. Please contact us with any questions or concerns.
August 3, 2020
October 20, 2017
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