Why Omni?

Omni is the Latin word meaning, "of all things". When our clients think of RBC Wealth Management, they know they are being covered in all areas of their financial life. The pillars we focus on are:

  • Wealth management 
  • Risk management
  • Tax considerations
  • Cash management
  • Philanthropy
  • Debt/lending
  • Estate planning services

Our team provides all the necessary tools for a successful financial future.

Our ideal client - AAA

The Omni Wealth Group has an ideal client profile when it comes to who we work with. We are always looking for the right fit. We have decided that we cannot be all things to all people, but we can be all things to a select group of people. These are the people we call our Ideal Clients.

For us, an Ideal Client is a AAA client, because they have assets, attitude that are a good fit for what we do, and they are advocates. More specifically:

Assets- Our ideal clients have $1,000,000 + in investable assets or they have the motivation and time horizon to get to this level and beyond.

Attitude- To us, this is the most important part of AAA. Our ideal clients value what we are worth versus what we cost. Our ideal clients buy into our process and trust that what we are doing is always in their best interest.

Advocacy- Our ideal clients are advocates. When they have a friend, colleague or family member who needs financial help, our clients don’t hesitate to introduce them to us. Our ideal clients understand and take advantage of our Sounding Board Process.

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact us  to help you see things differently and tee up your financial goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

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.

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

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Let's start the conversation

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Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of December 3, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of December 3, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Trust services are provided by third parties. Neither RBC Wealth Management nor its financial advisors are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Pat Sienko is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, GA, IL, KS, ME, MN, MO, ND, NE, NM, NV, NY, OH, OR, RI, SD, TX, UT, VA, WA, WI. California Insurance License # 0C16253.

Shane Sienko, NMLS # 2398797 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.

Kevin Sienko is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, GA, IL, KS, ME, MN, MO, ND, NE, NM, NV, NY, OR, RI, SD, TX, UT, VA, WA, WI.

Shane Sienko is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, DE, FL, GA, IL, KS, ME, MN, MO, ND, NE, NM, NV, NY, OH, OR, RI, SD, TX, UT, VA, WA, WI.