We are an experienced team of financial advisors built to serve multi-generational families. When you work with us, your best interests are our top priority. We strive to understand all aspects of your financial life, to develop smart strategies and deliver real solutions that provide peace of mind. Trust and integrity are essential to this process, and we are committed to a deep understanding of your goals and objectives. Our parent company, the Royal Bank of Canada, is ranked among 20 of the World's Strongest Banks. They support us with a team of people to help you take advantage of opportunities created by our ever-changing markets, tax codes and economies.Our team will coordinate with your tax advisor, attorney or other key professionals in order to simplify your life and provide personalized strategies. You deserve financial security and independence, and our focus is on your success - now and in the future.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.
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, please contact us.
Learn more about The Wade McCalla Peete Investment Group.
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