Let us help you grow more than wealth


Value statement

We work with successful individuals, families and businesses to tailor a plan that goes beyond investment portfolios. Our approach focuses on providing strategies to help our clients accumulate, protect and transfer wealth so they can pursue their life passions and time with family and friends

Proud to work with a nationally recognized teammate

At The Transcend Wealth Solutions Group, we are very proud that Financial Advisor Tammy Higgins was named a Working Mother’s Top Wealth Advisor Mom in 2020, a Forbes Best-in-State Top Wealth Advisor in 2021 and a Forbes Top Women Wealth Advisor in 2021.  It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Tammy!

GreenTech: Keeping it clean

Once, the green technologies theme was a niche that was “nice to have.” Now, we’re seeing a transformative shift to a clean energy world, and with it the next normal. We explore four key drivers underpinning the GreenTech growth prospects. Read the full economic outlook in the latest edition of Global Insight.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on Contact .

Meet the team

Learn more about the Transcend Wealth Solutions Group


 

Latest Insights

Infographic of stat with three member family and RBC logo

Family members with disabilities need special planning

Find peace of mind knowing your loved one with a disability or medical condition will have access to care over the long term, or if something unexpected happens.

Read more

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