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Thursday, Apr 25, 2024

Most Influential Wealth Managers: Brett Bartman

Brett Bartman


Managing Director- Financial Advisor

RBC Wealth Management

ASSETS UNDER MANAGEMENT: $1.7 BILLION

Brett Bartman is a Managing Director and Financial Advisor at RBC Wealth Management, a division of Royal Bank of Canada, which acquired City National Bank in 2015. Bartman is a co-founder of SB Wealth Strategies, the largest team nationally within RBC. He was a star in the firm trainee program 17 years ago and continues to break barriers with continued success. He is consistently a top financial advisor, and a Chairman’s Council member, one of the most prestigious honors at the firm.

Bartman and his team, SB Wealth Strategies, have assets under management of over $1.7 billion and the team together has over 100 years of collective experience. In addition to having access to the financial strength of RBC and the banking and lending expertise of City National Bank, Bartman has vetted and built relationships with some of the best centers of influence and money managers in the country.

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