Do you hear “no” from your firm—before even asking the question?


Experience the difference

Are you ready to experience a company that works with you to find solutions for you and your clients? Our growing firm offers the strength of a suite of tools, technology and solutions, while remaining nimble enough to say “yes” to opportunities important to you and your clients.

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

Take the next step

Ready to experience the power of “yes” for a change? Let’s talk.

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Michael Schipper

Senior Managing Director - Complex Director

Our Team

Our team is located at

1331 North California Blvd., Suite 650, Walnut Creek, CA, 94596, USA

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There are more positive than negative aspects of the Q2 S&P 500 earnings season. But there are some nuances within the Information Technology sector data that we think call for restraint.

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Transmission framework: How tariffs will flow through the U.S. economy

Aug 08, 2025 | Frances Donald and Mike Reid

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S.

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