Testimonials

Ask our correspondents why they chose us and you’ll get a variety of answers

Some say our global resources. Some our expertise. And some our broad solutions set. However, they all agree that one of our greatest strengths is our service- and relationship-oriented culture.

We serve 180 correspondent firms from coast to coast. In their own words, read about how we’ve helped four of them be even more successful. And imagine how we can help you achieve the specific goals you have for your own business.

Michael Leonard

It’s the people at RBC that really set them apart from their competitors. The time the folks at RBC have spent handling our day to day needs and helping us to grow our business has been invaluable. We know they are always there and, more importantly, that they are always responsive.

Michael Leonard
President, Private Client Group
Oak Ridge Financial
Golden Valley, Minnesota

Larry Kohn

RBC Correspondent Services technology has helped us grow our business beyond my expectations. Their constant updating of technology has allowed us to spend more time focusing on our customers and less time on reporting. A prime example of this would be our ability to generate reports – literally with the push of a button. We are able to create client reports with assets held at RBC Correspondent Services and assets held away, giving us better control of our client reporting which allows us to capture more assets.

Larry Kohn
President
L.M. Kohn & Company - Cincinnati, Ohio

Robert V. Villaflor

I’ve worked with a number of different clearing firms throughout my career. The biggest differentiator with RBC Correspondent Services is their people. Their approach is very customized - they take the time to get to know our business and our plans for the future then make the people and resources available to help us achieve our goals. We offer that level of service to our clients and get that same high level of service from RBC. They truly have a culture of partnership.

Robert V. Villaflor
CEO
Sprott Global Resource Investments
Carlsbad, California

Edward Cahill

We’ve been clearing through RBC since 2002. During that time we have really grown together and developed a relationship of mutual trust and respect. On top of that, the small firm feel and accessibility to upper management at RBC means less red tape, less bureaucracy which allows me to focus on running my business and servicing my clients. I value these aspects of our relationship even more so in today’s evolving market landscape.

Edward Cahill
President
American Capital Partners
Hauppauge, New York