Helping you grow more than wealth

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.

About RBC Wealth Management Online

The financial impact of dementia

Cover art - Preparing for the expected The financial impact of cognitive decline workbookAlzheimer’s disease and cognitive decline have a devastating impact not just on those with disease.  It’s also a physical, emotional and financial burden on caregivers – a job that usually falls on family members.  

In this Wealth Insights Report, we surveyed 1,000 current and former caregivers of family members to gain insights into the impact of cognitive decline on their loved ones – and to better understand the financial burden associated with caregiving.

Learn more

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 the West Valley Peninsula Group

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Latest Insights

Woman checking stock chart

Is the rebound for real?

May 29, 2025 | Robert Sluymer, CFA

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

Read more

Making an impact

Wealth Insights Report cover image - charitable giving: realizing your vision for a better world.Planning your family’s legacy with informed choices about the organizations you want to support and checking that your donations are used appropriately may be time-consuming and complicated. We are available to help your family plan for your philanthropic goals and align your values with your wealth so you can support the causes that are close to your heart. 

Download RBC Wealth Management's charitable giving wealth insights report

2024 / 2025 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2025 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2025.

Global Insight Monthly

Global Insight Monthly cover - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »

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.

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Disclosures

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

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.

Lucie Honosutomo is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, ID, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, OK, OR, RI, TX, UT, VA, WA, WI, WY. California Insurance License # 0B78226.

Lucie Honosutomo, NMLS # 1261997, Clifton Santikul, NMLS # 316417, Amado Q. Rivera Jr., NMLS # 1988166, Maria Boisvert, NMLS # 2060511, and Don Woo, NMLS # 1647521 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.

Clifton Santikul is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, ID, MA, MD, ME, MI, MN, NC, NJ, NV, NY, OH, OK, OR, RI, TX, UT, VA, WA, WI, WY. California Insurance License # 0D34361.

Amado Q. Rivera Jr. is currently registered to conduct business with residents of the following states: AZ, CA, CO, DE, FL, ID, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, OK, OR, RI, TX, UT, VA, WA, WI, WY. California Insurance License # 0E84435.

Maria Boisvert is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, HI, ID, IN, MI, MT, NM, NV, OR, PA, TX, WA, WI. California Insurance License # 0A01714.

Don Woo is currently registered to conduct business with residents of the following states: AK, AZ, CA, CO, CT, FL, GA, MI, NC, NM, NV, OH, OK, OR, PA, SC, TX, UT, WA. California Insurance License # 0A55651.

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