Our mission

Our mission is to be trusted advisors through providing meaningful investment and wealth planning solutions that are consistent with our clients short-term and long-term needs and aspirations.

How we serve you

We build client wealth through recessions and expansions, market crashes and bubbles, fear and euphoria. Planning for today, helping protect your tomorrow and preserving your family legacy is the “North Star” of our practice

Our team believes in:

  • Hard work
  • Understanding your needs as our client
  • And meeting your needs in a personal and professional manner

For you, the client and your family, these beliefs lead to customized solutions, enhanced wealth – retirement and legacy planning strategies. The result you can expect is a personal wealth plan that aligns investment strategy with your lifestyle needs.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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.

image of Jim Wozniak

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
image of Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Financial Advisor
default-photo

Rob Kuehn, CFA, CFP®

Senior Investment Associate

Latest Insights

Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields
Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

Jim Wozniak is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 0G48125.

Steve Ticcioni, NMLS # 2577709 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

David Morris is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, MI, MN, MO, MS, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI.

Steve Ticcioni is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, MI, MN, MO, MS, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, WI. California Insurance License # 4363299.

Read additional advisor disclosures.