Our story



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

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.”

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Janet 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.”

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Angie 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.”

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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.

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