A holistic approach that works for you

We work closely with a select group of families and businesses in the management of their financial needs.  They employ us to leverage our time, experience, and expertise required to care for their wealth.  Our skill with professional investment advisory services, wealth management planning, estate planning services and risk management integrated into a holistic approach that works in your best interest. We strive to understand and provide input in all facets of their financial affairs, therefore creating a deeper, longer-term relationship than typically expected from a financial advisor.

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

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. 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.

Access your "Personal Wealth Dashboard" (formerly eMoney) here

Let's start the conversation

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

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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 February 26, 2025) 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 February 26, 2025) 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.

Carl Turner is currently registered to conduct business with residents of the following states: DE, FL, KY, MI, NC, OH, SC, TN, TX, VA, WA.

Frank Fisher is currently registered to conduct business with residents of the following states: DE, FL, KY, MI, NC, OH, SC, TN, TX, VA, WA.

Read additional advisor disclosures.