We are a team of financial advisors providing individuals, families, business owners and institutions with investment and wealth management services. Since 1999, we have served as a trusted partner to our clients to help them achieve their financial and lifestyle goals, with client assets growing to over $950 million. We act as fiduciaries, building long-term relationships based on trust, integrity, transparency and exceptional client service.
RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.
We’re here for you
As COVID-19 continues to increase its impact, RBC Wealth Management is committed to protecting the health and safety of our employees, clients and communities. Accordingly, our physical branch office is closed until further notice to help stop the spread of the virus.
We remain reachable by phone or email and are ready to serve you. Additionally, we encourage you to access your account via RBC Wealth Management Online.
We apologize for any inconvenience this branch closure may cause. We remain committed to serving you during this period of uncertainty. Please contact us with any questions or concerns.
The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
October 6, 2017
Strength You Can Trust
October 20, 2017
Solutions and Services Overview
The 13 Wealth Management Issues
November 15, 2017