Let us help you grow more than wealth


Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

Read the Global Insight Monthly »

Our mission is to provide our clients with a value-added experience in planning for their financial future and when seeking to meet their financial needs. We are a group of qualified individuals who have joined together with one common goal; to provide a virtually unparalleled level of customer service to our clients. We believe that by working together, we are better able to guide our clients through changing environments and their evolving financial needs. Our ultimate goal is to help our clients achieve their objectives regarding their financial future.

We believe that trust is an important key when seeking to build long-lasting and mutually rewarding relationships with our clients. We seek to earn that trust by working closely with our clients to develop a comprehensive long-range wealth management plan tailored to help them meet their individual needs. We conduct our business with high ethical standards and make it a point to treat our clients and each other with professional courtesy and respect. We are committed to providing the highest quality service possible and define our success by our clients’ success.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Meet Joseph and Christa

Learn more about us

Latest Insights

Nuclear power plant

Nuclear getting the push it needs

Learn how nuclear energy fits into a responsible investing strategy.

Read more