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

GI Monthly

Robotics comes of age

A recent Global Insight Special Report explores the innovations transforming robotics and the industry's state of play. We highlight the intriguing and much-hyped world of humanoid robots, considering how the workplace and the home might change with these machines.

Read more in 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.

Meet the team

Learn more about us.

Latest Insights

A gap

The space between Federal Reserve theory and practice

The question for investors is always what the Fed will do, not what it should do. Recent economic data has opened the potential for an abnormally large breach between the two frameworks. We look at the possible effects for investors and the economy.

Read more

Let's start the conversation

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