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 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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.

Meet the team

Learn more about us.

Latest Insights

Berlin

Pay attention to triggers for Europe

Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.

Read more

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

Michael Keim is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, KS, KY, MA, MD, MI, MT, NC, NJ, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WV, WY.

Michael Keim, NMLS # 2443558 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.

Charles Caryl is currently registered to conduct business with residents of the following states: CA, CO, FL, GA, HI, IN, KY, MA, ME, MS, NC, NJ, NY, OH, PA, SC, TX, VA, WI.