“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

Executive summary: Global Insight 2026 Outlook

Dec 19, 2025 | The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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The Fed takes a turn down easy street

Dec 12, 2025 | Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

Dec 05, 2025 | Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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More but less

Dec 02, 2025 | Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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