us.rbcwealthmanagement.com Open in urlscan Pro
3.98.247.23  Public Scan

Submitted URL: http://www.atriumgrouprbc.com/
Effective URL: https://us.rbcwealthmanagement.com/atriumgroup/
Submission: On March 17 via api from CA — Scanned from CA

Form analysis 19 forms found in the DOM

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    <h2>Let us help you grow more than wealth</h2>
    <hr>
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    <h3>Strength you can trust</h3>
    <p>Distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.<sup>1</sup></p>
    <ul>
      <li>Moody's Aa2<sup>2</sup> and A2<sup>3</sup> / stable<sup>4</sup></li>
      <li>Standard &amp; Poor's AA-<sup>2</sup> and A<sup>3</sup> / stable<sup>4</sup></li>
      <li>Fitch Ratings AA<sup>2</sup> and AA-<sup>3</sup> / stable<sup>4</sup></li>
    </ul>
    <p>Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive&nbsp;risk management and a strong liquidity position.</p>
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  <div class="disclosure" data-id="1779162" data-type="CUSTOM">&lt;ol&gt; &lt;li&gt;RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or
    obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position 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 a rating agency.&lt;/li&gt; &lt;li&gt;Ratings (as at July 31, 2021) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is
    excluded from the Canadian Bank Recapitalization (Bail-in) regime.&lt;/li&gt; &lt;li&gt;Ratings (as at July 31, 2021) for senior long-term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in
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    <h3>Value statement</h3>
    <p>We provide comprehensive financial solutions and asset management to a select group of individuals, business owners, and small- to mid-size companies. By taking into account your investment objective, ability or willingness to assume risk, tax
      situation and other unique circumstances, we develop financial strategies and investment solutions tailored for you.</p>
    <p>Preservation of capital is typically one of the primary concerns of our clients. With this in mind, we take the minimum amount of risk necessary to meet your stated investment objectives. This does not preclude us from being aggressive when
      appropriate, but it must adhere to the objectives of your overall wealth management plan. In addition, we strive to provide a level of service and professionalism that exceeds your expectations.</p>
    <hr>
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    <h3>Retirement is your next long-term venture</h3>
    <p>You've spent a lifetime discovering your passions. Retirement is your opportunity to pursue them, more than ever, with the ones you love. At RBC Wealth Management we’ll help you prepare financially for the retirement you envision. Because we
      believe, as you do, that the greatest returns are realized when you grow more than wealth. <a href="./contact">Contact us</a> today to discuss what sets us apart&nbsp;and&nbsp;to learn how we can be of service to you.</p>
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    <h3>How do I access my Personal Financial Website?</h3>
    <p>Enter your user name and password into the logon URL below:<br> <a href="https://wealth.emaplan.com/rbc">https://wealth.emaplan.com/rbc </a></p>
    <hr>
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    <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&nbsp;<a href="/documents/10192/0/Global_Insight_Mar_2022.pdf/38cf6f94-c45c-4e94-8874-4ab377d96a55">Global Insight.</a></p>
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    <h3>Take the next step</h3>
    <p>Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click
      <a href="javascript:contacturl();">contact us</a> to set up a meeting.</p>
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  <section class="mod well box-pad-30 cards-side">
    <h4 class="spacer-15">Latest Insights</h4>
    <div class="row">
      <div class="row-fluid">
        <div class="row-fluid">
          <div class="da-blog-entry span12">
            <div style="empty"></div>
            <div class="col-md-12 col-xs-4">
              <div class="image-block spacer-15"><img src="/da-portlet/../delegate/services/file/1075628/content" alt="Woman reviewing financial documents" title="Woman reviewing financial documents" class="img-resp"> </div>
            </div>
            <div class="col-md-12 col-xs-8">
              <a href="/atriumgroup/blog/1075637-Four-strategies-to-combat-financial-uncertainty-in-a-turbulent-market"> <h4 class="meta-normal no-marg-bottom">Four strategies to combat financial uncertainty in a turbulent market </h4> </a> <span
                class="subheader-subtle spacer-10 display-block"> </span>
              <p class="spacer-5">Having a wealth plan and making sure you’ve reviewed it with your advisor in the context of the world today is vital. </p>
              <p class="label-tag marg-y-5 spacer-5"> </p> <a href="/atriumgroup/blog/1075637-Four-strategies-to-combat-financial-uncertainty-in-a-turbulent-market" class="link-chev italic display-iblock"> Read more</a>
            </div>
          </div>
        </div>
      </div>
    </div>
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 * rbcwealthmanagement.com

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    * About our team
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 * * rbcwealthmanagement.com
 * Sign in Important information
 * Home
 * Working with a CFP®
 * About
   * About our team
   * Client experience
   * Wealth management system
   * The RBC Wealth Management difference
 * Offerings
   * Wealth management approach
   * Charitable giving
   * RBC Private Wealth
   * ESG and responsible investing
 * Resources & insights
   * Financial literacy
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   * Insights
 * RBC WealthPlan
 * Contact


THE ATRIUM GROUP


LET US HELP YOU GROW MORE THAN WEALTH

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STRENGTH YOU CAN TRUST

Distinguished by a long heritage of financial strength, integrity and unwavering
dedication to our clients, RBC has consistently earned high credit ratings.1

 * Moody's Aa22 and A23 / stable4
 * Standard & Poor's AA-2 and A3 / stable4
 * Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality
balance sheet, proactive risk management and a strong liquidity position.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate
legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee
any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not
recommendations to purchase, sell or hold a financial position 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 a rating
agency.</li> <li>Ratings (as at July 31, 2021) for senior long-term debt issued
prior to September 23, 2018 and senior long-term debt issued on or after
September 23, 2018, which is excluded from the Canadian Bank Recapitalization
(Bail-in) regime.</li> <li>Ratings (as at July 31, 2021) for senior long-term
debt issued on or after September 23, 2018 which is subject to conversion under
the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>



VALUE STATEMENT

We provide comprehensive financial solutions and asset management to a select
group of individuals, business owners, and small- to mid-size companies. By
taking into account your investment objective, ability or willingness to assume
risk, tax situation and other unique circumstances, we develop financial
strategies and investment solutions tailored for you.

Preservation of capital is typically one of the primary concerns of our clients.
With this in mind, we take the minimum amount of risk necessary to meet your
stated investment objectives. This does not preclude us from being aggressive
when appropriate, but it must adhere to the objectives of your overall wealth
management plan. In addition, we strive to provide a level of service and
professionalism that exceeds your expectations.

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RETIREMENT IS YOUR NEXT LONG-TERM VENTURE

You've spent a lifetime discovering your passions. Retirement is your
opportunity to pursue them, more than ever, with the ones you love. At RBC
Wealth Management we’ll help you prepare financially for the retirement you
envision. Because we believe, as you do, that the greatest returns are realized
when you grow more than wealth. Contact us today to discuss what sets us
apart and to learn how we can be of service to you.




HOW DO I ACCESS MY PERSONAL FINANCIAL WEBSITE?

Enter your user name and password into the logon URL below:
https://wealth.emaplan.com/rbc

--------------------------------------------------------------------------------




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.




TAKE THE NEXT STEP

Whether you're a current client who would like to review your portfolio, a
prospective client that would like to learn more about our approach, or an
advisor who wants to join an industry leader, we want to hear from you. Please
click contact us to set up a meeting.



--------------------------------------------------------------------------------

DISCLOSURES

 1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal
    entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee
    any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not
    recommendations to purchase, sell or hold a financial position 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 a
    rating agency.
 2. Ratings (as at July 31, 2021) for senior long-term debt issued prior to
    September 23, 2018 and senior long-term debt issued on or after September
    23, 2018, which is excluded from the Canadian Bank Recapitalization
    (Bail-in) regime.
 3. Ratings (as at July 31, 2021) for senior long-term debt issued on or after
    September 23, 2018 which is subject to conversion under the Bail-in regime.
 4. Ratings outlook.

Stephen D. Leightman is currently registered to conduct business with residents
of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MN,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV. California
Insurance License # 0b91906 .

Stephen D. Leightman, NMLS # 2030453 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.

Mark J. Evans is currently registered to conduct business with residents of the
following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, MN,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV.

Paul A Tropea is currently registered to conduct business with residents of the
following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MN, MO,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV. California
Insurance License # 0D71231 .

Read additional advisor disclosures.

LATEST INSIGHTS

FOUR STRATEGIES TO COMBAT FINANCIAL UNCERTAINTY IN A TURBULENT MARKET

Having a wealth plan and making sure you’ve reviewed it with your advisor in the
context of the world today is vital.



Read more



BULLETIN BOARD

 * March 15, 2022
   
   Fixed income interest rate market monitor

 * March 15, 2022
   
   Market week

 * March 15, 2022
   
   U.S. Financial Advisor report 2021 - RBC GAM Global Responsible Investment
   Survey

 * March 3, 2022
   
   Global insight monthly




Stephen D. Leightman is currently registered to conduct business with residents
of the following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MN,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV. California
Insurance License # 0b91906 .

Stephen D. Leightman, NMLS # 2030453 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.

Mark J. Evans is currently registered to conduct business with residents of the
following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, MN,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV.

, and Stephen D. Leightman, NMLS # 2030453 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.

Paul A Tropea is currently registered to conduct business with residents of the
following states: AK, AZ, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, MI, MN, MO,
NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA, WV. California
Insurance License # 0D71231 .

, and Stephen D. Leightman, NMLS # 2030453 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.

, and Stephen D. Leightman, NMLS # 2030453 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.

, and Stephen D. Leightman, NMLS # 2030453 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


The Atrium Group

Phone: 856-840-6650


--------------------------------------------------------------------------------

Stephen D. Leightman, AWM

Senior Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus
856-840-6650


Mark J. Evans, AWM, CPA

Senior Vice President - Financial Advisor,
Advanced Wealth Manager
856-840-6651




Paul A Tropea, AWM, CFP®

Senior Vice President - Financial Advisor,
Advanced Wealth Manager
856-840-6663


Roseanna Calvo

Senior Client Associate
856-840-6670




Zachary Zielinski

Branch Service Manager/Client Associate
717-815-6305




--------------------------------------------------------------------------------

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