Angie O’Leary

Experts

Head of Wealth Planning
RBC Wealth Management–U.S.

Angie O’Leary is head of Wealth Planning at RBC Wealth Management–U.S. With the support of her team, Angie focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.

With more than 25 years of experience in the financial services industry, Angie most recently served as head of Investment Solutions for U.S. Bank Wealth Management. In that role, she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to U.S. Bank, Angie held leadership positions at UBS and Piper Jaffray. She joined RBC Wealth Management in 2017.

She sits on several industry roundtables and advisory boards and is often asked to contribute her expertise. Angie has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is a strong advocate for women and their financial success.

Angie earned a bachelor’s degree in business finance from San Jose State University and has completed coursework toward a master’s in accounting from Santa Clara University. She’s active in her community, serving as an executive board member for the Wayside Recovery Center—a treatment center for women and their families recovering from substance abuse. She also dedicates time to family mission work in Haiti.

Angie's insights

The great tax sunset is coming. Are you prepared?

Tax strategies

With significant changes on the horizon, taxpayers should think more urgently about their estate and income tax planning.

6 minute read
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Tax-smart charitable giving strategies you can use any time of year

Spreading your giving throughout the year, not just at the end, is beneficial to you and the charitable organizations you support.

6 minute read
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Financial health and wellness—a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

6 minute read
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Ten key discussion points for your mid-year review

Major changes aren’t necessary, but a mid-year review can be a perfect time to reassess your financial strategy.

6 minute read
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Did you put off your wedding during the pandemic? Don’t put off the money talk

Understanding your spouse’s motivation for how they want to spend, save and invest can help you better appreciate their point-of-view and work through important financial decisions.

5 minute read
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Seven things to think about before jumping into the ‘Great Resignation’

The pandemic has caused many to rethink their current work situation and reprioritize what matters most. Whatever the reason, make sure you understand all the financial implications.

6 minute read
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Four strategies to combat financial uncertainty in a turbulent market

Having a wealth plan and making sure you’ve reviewed it with your advisor in the context of the world today is vital.

4 minute read
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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.