us.rbcwealthmanagement.com
Open in
urlscan Pro
3.98.247.23
Public Scan
Submitted URL: http://www.boatrbc.com/
Effective URL: https://us.rbcwealthmanagement.com/bigoakadvisory;jsessionid=695CC98BDC1352960DA2C2440D25B7F2/
Submission: On March 17 via api from CA — Scanned from CA
Effective URL: https://us.rbcwealthmanagement.com/bigoakadvisory;jsessionid=695CC98BDC1352960DA2C2440D25B7F2/
Submission: On March 17 via api from CA — Scanned from CA
Form analysis 16 forms found in the DOM
Name: A0745:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A0745:form" name="A0745:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A0745:form" value="A0745:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="2195161949839319540:8431842025510498584" autocomplete="off"> </form>Name: A0745:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A0745:j_idt32" name="A0745:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A0745:j_idt32" value="A0745:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_yHYER28b4BMA__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h2>Our most treasured asset is our clients’ trust</h2>
<hr>
</div><input type="hidden" name="javax.faces.ViewState" value="2195161949839319540:8431842025510498584" autocomplete="off">
</form>Name: A1325:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A1325:form" name="A1325:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A1325:form" value="A1325:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="321293259521343266:-7384851410665726954" autocomplete="off"> </form>Name: A1325:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A1325:j_idt32" name="A1325:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A1325:j_idt32" value="A1325:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_hniblRefxPb7__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3>Our practice has one goal</h3>
<p>We are experienced financial professionals that take a holistic approach towards wealth management. By conducting a thorough analysis and creating a foundation built on trust, we will work with you to create a sound wealth management strategy
tailored to your unique goals. Our practice is built on the values of stewardship, patience and above all else – integrity. We are driven by always acting in your best interest and building a long-term relationship with you and your family.</p>
<hr>
</div><input type="hidden" name="javax.faces.ViewState" value="321293259521343266:-7384851410665726954" autocomplete="off">
</form>Name: A6596:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A6596:form" name="A6596:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A6596:form" value="A6596:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="-4920078457467838838:5930826296544139554" autocomplete="off"> </form>Name: A6596:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A6596:j_idt32" name="A6596:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A6596:j_idt32" value="A6596:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=3&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_EoPW6k5WIx2w__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3>National award winner</h3>
<p><a href="/documents/306563/306579/2016+Financial+Times+Top+400+Financial+Advisor+Thomas+Brandt.pdf/82bade0e-86e5-44df-9548-ed677a76c87b">In 2016, Thomas Brandt received</a> the Financial Times Top 400 Financial Advisors award.
Financial Times award.</p>
<p style="text-align: center;"><img alt="" src="/documents/306563/306577/Financial+Times+Award.jpg/b6b293be-9c50-4557-977e-59cfeeca1f4e?t=1510353200539" style="width: 120px; height: 123px;"></p>
<p style="text-align: center;">2016</p>
<hr>
</div><input type="hidden" name="javax.faces.ViewState" value="-4920078457467838838:5930826296544139554" autocomplete="off">
</form>Name: A2201:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A2201:form" name="A2201:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A2201:form" value="A2201:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="-2799561531803780326:4389158140876521130" autocomplete="off"> </form>Name: A2201:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A2201:j_idt32" name="A2201:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A2201:j_idt32" value="A2201:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=4&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_6lS6KvzVqEgz__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3>Gain valuable insights with RBC WealthPlan</h3>
<p>Having a solid plan in place is key to achieving your goals. That’s why we're pleased to offer our clients RBC WealthPlan, a new interactive tool that will help us take an in-depth look at your objectives, any potential challenges, and
how your choices may affect your long-term results. Learn how we can prepare for the future you want with RBC WealthPlan and contact us today to get started.</p>
<hr>
</div><input type="hidden" name="javax.faces.ViewState" value="-2799561531803780326:4389158140876521130" autocomplete="off">
</form>Name: A4217:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A4217:form" name="A4217:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A4217:form" value="A4217:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="-1251258572076466672:6832422357128428314" autocomplete="off"> </form>Name: A4217:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A4217:j_idt32" name="A4217:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A4217:j_idt32" value="A4217:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-1&p_p_col_count=6&p_p_col_pos=5&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_jpOUSj2Oh0Et__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3 class="ckePara">
<a href="/documents/10192/0/Global_Insight_Mar_2022.pdf/38cf6f94-c45c-4e94-8874-4ab377d96a55" target="_blank"><img alt="" src="/documents/10192/0/Global_Insight_Mar_2022.jpg/f10cb00d-e6b0-47c1-90e9-df0325cc30e2?t=1646334512563" style="float: left; margin-right: 5px; border-width: 1px; border-style: solid; width: 185px;"></a>The
market, earnings, and the economy from 10,000 feet</h3>
<p>Ultimately, the long-term relationships between stock price appreciation, corporate profit growth, and economic growth are remarkably stable. Understanding these relationships can put shorter-term market volatility, and even meaningful
declines, into perspective. Read the full economic outlook in the latest edition of <a href="/documents/10192/0/Global_Insight_Mar_2022.pdf/38cf6f94-c45c-4e94-8874-4ab377d96a55">Global Insight.</a></p>
</div><input type="hidden" name="javax.faces.ViewState" value="-1251258572076466672:6832422357128428314" autocomplete="off">
</form>Name: A2066:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A2066:form" name="A2066:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A2066:form" value="A2066:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="8447029076896976012:7535633447784413776" autocomplete="off"> </form>Name: A2066:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A2066:j_idt32" name="A2066:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A2066:j_idt32" value="A2066:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-2&p_p_col_count=4&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_6N9feHa3OxKF__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3>Meet the team</h3>
<p class="clearfix"><a href="https://us.rbcwealthmanagement.com/bigoakadvisory/about-our-team" target="_self">Learn more about Big Oak Advisory Team</a></p>
</div><input type="hidden" name="javax.faces.ViewState" value="8447029076896976012:7535633447784413776" autocomplete="off">
</form>Name: A3764:form — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A3764:form" name="A3764:form" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A3764:form" value="A3764:form"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="-4007669523336439318:7881632220916877194" autocomplete="off"> </form>Name: A3764:j_idt32 — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml
<form id="A3764:j_idt32" name="A3764:j_idt32" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdRender=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A3764:j_idt32" value="A3764:j_idt32"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=1&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__jsfBridgeAjax=true&_dacontent_WAR_daportlet_INSTANCE_WDRtvMG5Ncj5__facesViewIdResource=%2Fxhtml%2Fcontent%2Fviews%2Frender.xhtml">
<div xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:src="http://www.veriday.com/xsd/content/content-base" xmlns="http://www.w3.org/1999/xhtml">
<h3>Take the next step</h3>
<p>Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation,
<a href="/brandtolsonteam/contact">contact us</a> today.</p>
</div><input type="hidden" name="javax.faces.ViewState" value="-4007669523336439318:7881632220916877194" autocomplete="off">
</form>Name: A3940:updateEditForm — POST https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=2&_daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT__facesViewIdRender=%2Fxhtml%2Fupdate%2Fviews%2Fview-update-list.xhtml
<form id="A3940:updateEditForm" name="A3940:updateEditForm" method="post"
action="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_auth=SYw5QQw6&p_p_id=daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT&p_p_lifecycle=1&p_p_state=normal&p_p_mode=view&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=2&_daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT__facesViewIdRender=%2Fxhtml%2Fupdate%2Fviews%2Fview-update-list.xhtml"
enctype="application/x-www-form-urlencoded"> <input type="hidden" name="A3940:updateEditForm" value="A3940:updateEditForm"> <input type="hidden" name="javax.faces.encodedURL"
value="https://us.rbcwealthmanagement.com/bigoakadvisory/home?p_p_id=daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT&p_p_lifecycle=2&p_p_state=normal&p_p_mode=view&p_p_cacheability=cacheLevelPage&p_p_col_id=column-2&p_p_col_count=4&p_p_col_pos=2&_daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT__jsfBridgeAjax=true&_daupdate_WAR_daportlet_INSTANCE_LXUnC17YLwXT__facesViewIdResource=%2Fxhtml%2Fupdate%2Fviews%2Fview-update-list.xhtml">
<input type="hidden" name="javax.faces.ViewState" value="-547321711577546482:8640526184529421562" autocomplete="off"> </form>Name: hrefFm — POST #
<form action="#" id="hrefFm" method="post" name="hrefFm"> <span></span> </form>Text Content
* rbcwealthmanagement.com
* Important information
* Sign in
*
Menu
BIG OAK ADVISORY TEAM
* Home
* About
* About our team
*
* Our extended team
*
* Investment philosophy
*
* RBC Private Wealth
*
* Wealth management approach
*
* The RBC Wealth Management difference
*
* Offerings
* RBC WealthPlan
*
* City National Bank
*
* Portfolio Focus
*
* Fixed income advantage
*
* Retirement income planning
*
* Legacy planning
*
* Roth IRA conversion
*
* Charitable giving
*
* Health care in retirement
*
* Market commentary
* Insights
* Contact
* * rbcwealthmanagement.com
* Sign in Important information
* Home
* About
* About our team
* Our extended team
* Investment philosophy
* RBC Private Wealth
* Wealth management approach
* The RBC Wealth Management difference
* Offerings
* RBC WealthPlan
* City National Bank
* Portfolio Focus
* Fixed income advantage
* Retirement income planning
* Legacy planning
* Roth IRA conversion
* Charitable giving
* Health care in retirement
* Market commentary
* Insights
* Contact
OUR MOST TREASURED ASSET IS OUR CLIENTS’ TRUST
--------------------------------------------------------------------------------
OUR PRACTICE HAS ONE GOAL
We are experienced financial professionals that take a holistic approach towards
wealth management. By conducting a thorough analysis and creating a foundation
built on trust, we will work with you to create a sound wealth management
strategy tailored to your unique goals. Our practice is built on the values of
stewardship, patience and above all else – integrity. We are driven by always
acting in your best interest and building a long-term relationship with you and
your family.
--------------------------------------------------------------------------------
NATIONAL AWARD WINNER
In 2016, Thomas Brandt received the Financial Times Top 400 Financial Advisors
award. Financial Times award.
2016
--------------------------------------------------------------------------------
GAIN VALUABLE INSIGHTS WITH RBC WEALTHPLAN
Having a solid plan in place is key to achieving your goals. That’s why we're
pleased to offer our clients RBC WealthPlan, a new interactive tool that will
help us take an in-depth look at your objectives, any potential challenges, and
how your choices may affect your long-term results. Learn how we can prepare for
the future you want with RBC WealthPlan and contact us today to get started.
--------------------------------------------------------------------------------
THE MARKET, EARNINGS, AND THE ECONOMY FROM 10,000 FEET
Ultimately, the long-term relationships between stock price appreciation,
corporate profit growth, and economic growth are remarkably stable.
Understanding these relationships can put shorter-term market volatility, and
even meaningful declines, into perspective. Read the full economic outlook in
the latest edition of Global Insight.
--------------------------------------------------------------------------------
DISCLOSURES
Thomas Brandt is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NY, OH, OR, PA, SC, SD,
TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0D67400.
Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
Andrew Brandt is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX,
UT, VA, WA, WI, WY.
Craig Shaver is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX,
UT, VA, WA, WI, WY.
Read additional advisor disclosures.
MEET THE TEAM
Learn more about Big Oak Advisory Team
TAKE THE NEXT STEP
Whether you're a current client who would like to review your portfolio, or a
potential client that would like to learn more about our approach, we would love
to hear from you. To set up a consultation, contact us today.
BULLETIN BOARD
* March 18, 2021
Municipal market insight
* March 18, 2021
Trend & cycle: The long view
* March 3, 2022
Global insight monthly
* October 20, 2017
Roth IRA Conversion Checklist
Thomas Brandt is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NJ, NM, NY, OH, OR, PA, SC, SD,
TN, TX, UT, VA, WA, WI, WY. California Insurance License # 0D67400.
Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
Andrew Brandt is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX,
UT, VA, WA, WI, WY.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
Craig Shaver is currently registered to conduct business with residents of the
following states: AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN,
KS, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NY, OH, OR, PA, SC, SD, TN, TX,
UT, VA, WA, WI, WY.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
, Thomas Brandt, NMLS # 1564925, and Andrew Brandt, NMLS # 1920478 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.
Read additional advisor disclosures.
Obtain more information about this financial advisor on FINRA's BrokerCheck
website
--------------------------------------------------------------------------------
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.
Contact information
Big Oak Advisory Team
Phone: 952-476-3552
--------------------------------------------------------------------------------
Thomas Brandt, CIMA®, CPWA®
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
952-261-3570
Andrew Brandt, CFP®
Financial Advisor
952-261-3568
Joleen Price
Senior Branch Service Manager
952-476-3558
Andrea Wren, APP, CFP®
Branch Service Manager
952-476-3552
Jodi Jenson
Senior Investment Associate
952-476-3545
Craig Shaver
Senior Vice President - Financial Advisor,
Consulting Group
952-261-3571
Maggie Carey
Client Associate
952-476-3558
--------------------------------------------------------------------------------
Address
Wayzata
641 E. Lake Street, Suite 230
Wayzata, MN 55391
View on map
Privacy & Legal
* Privacy & security
* Legal & disclosures
* Accessibility
* Terms & conditions
* Business continuity plan
* Statement of Financial Condition
--------------------------------------------------------------------------------
Royal Bank of Canada Website, © 2009-2022
© 2022 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member
NYSE / FINRA / SIPC
Back to top