The new face of wealth and legacy

How genders and generations are redefining wealth, giving and legacy planning

Learn more

Rewriting retirement

Achieving the financial freedom you desire

Whether it’s a house in the suburbs, a condo downtown or a retirement community, Baby Boomers are sparking a surge of creative housing options for a range of lifestyles.

Read more
Investing

Plastics and recycling: a material issue for investors

RBC GAM takes a look at the risks and investment opportunities surrounding global plastics pollution and the growth of sustainable packaging.

6 minute read
Investing

Climate change is reshaping the investment landscape

Investors should be proactive and think about how to adapt their portfolios to the climate change challenge … and opportunity.

7 minute read
Tax strategies

What the new tax law means for Roth accounts

Roth accounts may work better than ever as a tool for saving for retirement. Learn how to utilize this tax strategy.

3 minute read
 

Global Insight 2019 Outlook

We take a look at the macro trends which could impact your investment decisions in 2019.

Read more

Information is the lifeblood of the financial markets. Read our perspectives in our latest market commentary.

View market commentary

A world of expertise

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations. Put our award-winning global network to work for you.


World's 5th largest
World's 5th largest

Wealth manager by assets*

Scorpio Partnership's Global Private Banking Benchmark Report 2018.
* This measurement includes all global RBC Wealth Management affiliates including the U.S. division.

US$742 billion
US$742 billion

Assets under administration

4,800
4,800

Financial consultants, advisors, private bankers and trust officers to serve you

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.”

View profile

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.”

View profile

Craig Bishop

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.”

View profile

Obtain more information about this firm on FINRA's BrokerCheck website

 

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.