Our mission

Our team has 90+ years of collective experience guiding and serving individuals, families, corporations and nonprofit/endowment organizations. We have joined together to deliver a comprehensive approach to wealth management advice and solutions. Through our commitment to professional service, and backed by the resources of RBC Wealth Management, our mission is to assist clients in creating a well-crafted plan to help them achieve their financial goals. Our Financial Advisors, Mike and Charlie, continue as primary advisor for each of their current respective relationships. Our financial professionals, Ana and Sofia, support all of your service needs, striving to exceed your expectations.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Competitive rates for your cash

Managing your day-to-day cash is a critical component of your wealth management plan. To help make sure your cash is working for you, RBC Wealth Management offers a cash sweep program that provides competitive interest rates. Visit RBC Insured Deposits to view our program Terms and Conditions and our current rates.

Global Insight Monthly

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.