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

Prosper US Fall 2020 editionExplore Prosper•US

Take a look behind the scenes at the culture, leadership and day-to-day life at RBC Wealth Management in our latest issue of Prosper•US magazine. Designed for women who advise, plan, spend, save and give, this RBC publication is full of inspiration and practical tips for women in the industry. Read the Fall 2020 issue.

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 and a Forbes Best-in-State Top 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!

New coronavirus stimulus bill info

The 2020 Coronavirus Response and Relief Act was approved in late 2020, and it provides many similar tax relief offerings as the original Coronavirus Aid, Relief, and Economic Security (CARES) Act from March 2020. Download this fact sheet, designed to help you understand what was included in the bill, the timing for different aspects of the programs and to see how things changed from the earlier CARES Act. Please don't hesitate to contact us to arrange for a meeting if you have any questions about how the 2020 Coronavirus Response and Relief Supplemental Appropriations Act may affect you, your family or your business.

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

Can equities tolerate higher bond yields?

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

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