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 servces

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.

Advice 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.

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