ESG and responsible investing
Invest with greater purpose.
RBC Wealth Management is closely monitoring the COVID-19 (Coronavirus) situation. Learn how we’re prepared
Women and wealth
Financial tools and insights for women
While female financial confidence is higher than ever, women still face unique challenges as they seek to achieve their financial goals. Time to take charge of your financial future.
Learn moreScams targeting older adults are on the rise—here’s how you can help
Fraudsters are taking advantage of people’s isolation and they’re getting more sophisticated.
Three strategies to combat financial uncertainty
Having a wealth plan and making sure you’ve reviewed it with your advisor in the context of the world today is vital. But where do you even begin?
HealthTech: How technology can help fix health care
Health care is plagued by the chronic conditions of bloated costs and gaps in access. But the intersection of health care and tech can offer a remedy.
Information is the lifeblood of the financial markets. Read our perspectives in our latest market commentary.
View market commentaryA 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.
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.
Assets under administration
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 financial system works is critical in our society today. Yet there is a growing realization that many don't understand budgeting, investing or how simple financial products work. As advisors, it’s our job to close that knowledge gap so we can help clients achieve their financial goals.”
View profileJanet Engels
Head, Portfolio Advisory Group – U.S.
“The recovery is gathering momentum, supported by the government’s fiscal firepower and the Fed’s easy money policy. As vaccinations accelerate, a fuller reopening of the economy is in sight, allowing the release of pent-up consumer demand—the next boost to the economy. Stocks have continued to climb, and while valuations are rich, we remain constructive.”
View profileAngie O’Leary
Head of Wealth Planning
U.S. Wealth Management
“Americans increasingly view retirement as an exciting new chapter in life filled with possibilities. That’s good news, but with people spending decades in retirement it’s important to plan for any scenario. Our goals-based wealth planning approach brings clarity today, while helping people build confidence in the future.”
View profile
View our Client Relationship Summary (Form CRS)
Obtain more information about this firm on FINRA's BrokerCheck website
