Value statement

We provide high quality, customized, wealth management services to individuals and their families, non-profit organizations and qualified plans. We also offer independent consulting services to foundations, endowments and trusts. Each member of our team shares the same dedication and commitment to excellence in providing each client with the highest level of service.


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Thank you for viewing our website! At RBC Wealth Management we are constantly striving to make our company the best in the business, and part of that is keeping up with evolving technologies. Check back over the next several months for changes and updates to our site, or call us today.


SECURE Act: Possible changes to your retirement planning strategy

The Setting Every Community up for Retirement Enhancement (SECURE) Act changes may affect your plans for retirement. The primary goals of the SECURE Act are to expand retirement savings, preserve retirement income, simplify existing rules and improve qualified retirement plan administration. Contact us if you have questions about your plans for retirement and the SECURE Act changes.

Coronavirus: An outbreak of uncertainty

As new clusters of coronavirus cases pop up around the world, an outburst of volatility and concerns are running through markets. RBC Global Asset Management’s Chief Economist Eric Lascelles looks at how the scope of the outbreak is evolving and to what extent the coronavirus could sap Chinese and global economic growth. Read the full economic outlook in the latest edition of Global Insight.

 

Meet the team

Learn more about the Thomas L. Coxhead Investment Group. 

Let's take the next step together

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

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Latest Insights

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Six wealth planning strategies for turbulent markets

How investors react during these periods of decline is critical to their long-term success.

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