Our story

People

For more than a century, RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions. We are a global organization, bringing our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world. We are committed to earning our client’s trust by building lasting relationships and confidence, putting your interests first in everything we do. Every interaction with us is defined through our core values and culture of doing what’s right for our clients and the communities we operate in. Forward-looking, innovative and committed helping our clients thrive and communities prosper – we are the partner you can depend on to help you achieve your financial goals.  

Important disclosure information about Royal Bank of Canada (RBC) and RBC Capital Markets, LLC

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Our history

RBC Wealth Management-U.S. has roots over a century deep in our numerous regional firms from coast to coast that came together through thoughtful acquisitions to become one of the largest wealth management firms in the country. In 2001, our company, operating under the name Dain Rauscher, was acquired by the Royal Bank of Canada. This alliance positioned us to continue our long history of growth and client service. We began our current chapter in 2008 when we became RBC Wealth Management. Today we are a company with global resources , yet we retain the values and culture clients have sought from us since our story began in 1858.

Our experts

As a global leader in wealth management, we bring our diverse expertise and deep knowledge to the sophisticated financial needs of our clients around the world.

Tom Sagissor

President
RBC Wealth Management – U.S.

"Having a basic understanding of how money, investing and our broader financial system works is critical in our society today. Yet there is a growing realization, particularly in the wake of the last financial crisis, that many people don't understand budgeting, investing or how simple financial products like loans work.”

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Janet Engels

Director of Portfolio Advisory Group,
U.S. Equities

“We continue to suggest to our investors that they maintain their asset allocation to stocks; what is comfortable to them, what makes sense from a strategic standpoint for their allocation and there are reasons for that. Number one: We see no risk of U.S. recession. If we did, the view would be quite different.”

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Craig Bishop

Vice President,
Lead Strategist,
U.S. Fixed Income Strategies

“As the Fed begins to raise rates at some point, the dollar will strengthen, and that is going to hurt a lot of these emerging market economies," said Bishop. "Longer term, there will be opportunities but we want to be patient now.”

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