“Wise venturing is the most commendable part of human prudence.”

Sir George Savile (1633-95), 1st Marquis of Halifax


Our investment philosophy is simple

It is to preserve, protect and build wealth.


Our approach is driven by two strategic considerations:

1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.

2. To adopt the lowest risk strategy consistent with meeting specifically determined long- term financial expectations and needs.

We recognize that each investor has unique objectives. As a result, our investor relationships are based upon understanding the precise situation and goals of every individual and organization we advise.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Recent Posts

Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Rally realities

Rally realities

Apr 15, 2024 | Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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2024 earnings: The likely convergence of the “haves and have nots”

2024 earnings: The likely convergence of the “haves and have nots”

Apr 05, 2024 | Kelly Bogdanova

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

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High expectations for U.S. equity markets

High expectations for U.S. equity markets

Apr 03, 2024 | Jim Allworth

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

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