Thomas Smith, CFP®, CLU®, CAP®

Unlock the potential of your wealth

During my years as a financial advisor, I’ve learned that while every client has a distinct set of needs and goals, one thing is constant: as their level of success increases, so does the complexity of their financial situation.

That’s why my team and I specialize in unwinding even the most tangled financial webs—because we want to help you focus on enjoying your wealth rather than worrying about it. We invite you to view the video below to learn more and contact us today to discuss how we can help you unlock the potential of your wealth.

Thomas Smith named one of the 2020 Forbes/SHOOK State-by-State Top Wealth Advisors

I am very proud that I have been named a Forbes/SHOOK State-by-State Top Wealth Advisors in 2019 and 2020. It’s an honor to have been nationally recognized as one of the best in the industry—because it means I am serving my clients well.

Source: Forbes.com (Jan. 2018). America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Source: Forbes.com (2019) America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: <a href="http://www.SHOOKresearch.com">www.SHOOKresearch.com</a>. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Source: Forbes.com (2020) America’s Top Wealth Advisors: State-By-State ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and profitability. For more information: www.SHOOKresearch.com. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

The shape of things to come

The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.

Let's take the next step together

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

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Insights by Thomas Smith

<a href="https://www.rbcwealthmanagement.com/global/en/required-disclosures">Required disclosures</a> <a href="https://www.rbcwealthmanagement.com/global/en/research-resources">Research resources</a>

October 15, 2020

If you can't beat them . . . join them
September 15, 2020

The Gen Y investors are here
May 14, 2020

Investing 101 for young investors
April 8, 2020

Positive social distancing observations and 7 tips to avoid COVID-19 fraud
March 10, 2020

Lessons for Phone Security
February 27, 2020

Teaching your child monetary maturity: Make sure they have some skin in the game

Bulletin Board

October 20, 2017

Active Allocation Portfolio: Ideas for Global Asset Allocation
November 2, 2020

Market Week

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.

Thomas Smith, CAP®, CFP®, CLU®, CPA