RBC Advantage

Personalized advice. Attentive service.

Living a full life today while preparing financially for the future is a balancing act. As an RBC Advantage® client, you benefit from our advice-based approach that will help you accomplish what matters most to you.

Our services include:

Proactive recommendations and a wealth plan
Responsive support for all of your questions and requests
Planning for retirement, education and major purchases
Digital tools that provide you easy access to account details and research
Access to a variety of investment solutions and services, including credit strategies and Roth IRA conversions

With our help, you can feel confident that your path to financial well-being is both firm and well-marked. Together, let’s take the next step toward your tomorrow. Contact us today to learn more or schedule an introductory meeting.

Developing an approach that's right for you

Our holistic approach to wealth management integrates your objectives into a personalized plan that grows and changes as your needs and goals do. We combine sophisticated investment planning tools and professional resources to develop customized solutions across four key areas:

Accumulating wealth

From realizing your dreams to building the lifestyle you envision for your family, we help you grow your wealth in order to provide resources necessary to accomplish what matters most to you.

Protecting your assets

Your wealth is a tremendous source of opportunity for yourself and the people who depend on you financially. Taking steps to help protect your wealth through risk mitigation, estate planning services and insurance solutions can help you feel secure about the future.

Creating an income stream

Achieving the lifestyle you’ve envisioned in your retirement means having a steady income stream during those years. We develop a customized plan that helps you anticipate adjustments and build confidence in your future.

Wealth Transfer

Beyond building and enjoying your wealth, we work with you to create a solid strategy for preserving your wealth across generations in order to protect your legacy

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.