RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

2023 / 2024 dollar limitations for retirement plans

Some new limitations will apply to retirement plans and other benefit plans in 2024 as a result of cost-of-living adjustments made by the IRS and the Social Security Administration. Learn more about the limits for 2024.

Proud to work with a nationally recognized teammate

At The FPI Group, we are very proud that Financial Advisor Patrick Farley was named a Forbes Best-In-State advisor in 2022 and 2023 and an AdvisorHub Advisor to Watch in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Patrick!

Why is wealth planning important to The FPI Group?

At The FPI Group, we know that there are several factors that influence your risk tolerance. Your age, your income, your goals and your emotional relationship with money all work together to determine which types of investments are most comfortable for you. A customized wealth plan gives us a solid foundation on which to offer you the investment strategy, recommendations and advice most appropriate for you.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Global Insight Monthly

High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »

RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Let's take the next step together

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