Personalized wealth management

We have extensive experience in wealth management planning and investment management, in addition to utilizing internal professionals with the expertise required for a successful and personalized wealth plan.  This, in conjunction with working alongside your attorney or accountant creates a holistic approach to wealth management that grows and changes as your needs and goals do.

It all starts with you

RBC Wealth Management (Investments, Banking*, Credit & Financing, Custody, Estate & Trust Services, Insurance & Annuities, Other WM Solutions, Other RBC Business Partners) Your primary relationship manager will work wit you to evaluate your needs, customize your strategy implement your plan and review and help provide management. You, your family, your business.

*Banking products and services are provided by affiliate banks.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Wealth Management Banker


Trust Consultant