Helping you grow more than wealth

Whatever your personal goals may be, we work with you to develop a customized financial strategy designed to help you pursue what’s most important to you. Our team spans multiple generations and is equipped to provide advice through the different stages of life, as we seek to help you achieve long-term success for your goals now and in the future. Our mission is to understand you and your priorities— to take the time to ask hard, smart questions, listen carefully and then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow.

We help you design, implement and monitor a customized wealth management strategy so you and your family can pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Global Insight Monthly

Global Insight Cover Image - April 2024High Expectations

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. Read the Global Insight Monthly »

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.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about The IC Group

Let's start the conversation

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Latest Insights

Federal Reserve building with dramatic lighting

Don’t fight (or fear) the Fed

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.

Read more