We are Excited to Announce Our Move to RBC Wealth Management
After much thought and careful consideration, we have made the important decision to join RBC Wealth Management.
Why did we decide to make this move? Quite simply, RBC Wealth Management, headquartered in Minneapolis, Minnesota, is one of the largest wealth management firms based on the number of registered representatives. The move to RBC Wealth Management provides access to the global resources of one of North America's most successful, diversified financial services companies: Royal Bank of Canada (NYSE, TSX: RY). RBC was recently named the fourth strongest bank in the world by Bloomberg (2013) and its credit ratings* are one of the highest of any financial institution (Moody’s Aa3, Standard & Poor’s AA-, and Fitch Ratings’ AA).
RBC Wealth Management is proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. Clients choose to work with RBC Wealth Management as much for their confidence in the firm's strength and stability as for the comprehensive approach to wealth management and world-class investment solutions.
Here are just a few of the many benefits RBC Wealth Management offers:
- Stewardship: Our values, our action. RBC Wealth Management's deep sense of duty to our clients, communities, employees, and the environment is part of a larger corporate value system that drives our decisions and actions.
- A focus on each client's unique needs. The cornerstone of RBC Wealth Management's success is developing long-term relationships with clients and employing a consultative approach to serving clients' needs.
- Competitive products and services. RBC Wealth Management offers a full range of products and services to serve clients' unique needs.
* Major credit ratings as of January 31, 2014. Credit ratings are not recommendations to purchase, sell or hold a financial obligation in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by the rating organization.
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