Helping you grow more than wealth

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Latest Insights

London skyline

One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Disclosures

Bradley Finnigan is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, FL, HI, ID, IL, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0E03054.

Bradley Finnigan, NMLS # 1369345, and Brian Dent, NMLS # 1863097 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Brian Dent is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI, WY. Arkansas Insurance License #4793765. California Insurance License # 0D28419.