RBC Wealth Management Moves into Bigger Office Space

Posted by Megan Toeniskoetter
May 14, 2014 | Keywords: Corporate  


Toeniskoetter Construction has completed another high-end tenant improvement – this time for RBC Wealth Management, a full-service investment, advisory and wealth management firm. The Minneapolis-based company – one of the nation’s largest financial services firms – relocated from the first floor to a larger third-floor suite at 99 Almaden Boulevard in San Jose.

Toeniskoetter Construction converted the existing three-suite space into one high-end office system with custom cherry wood finishes, including stained doors, frames and trim.

Toeniskoetter worked with Katerina Bergeron from CBRE, Inc., a real estate service consulting firm that provides project management services to RBC Wealth Management.

“We chose Toeniskoetter because of its track record of getting high-quality tenant improvements completed on time and on budget,” says Bergeron, Project Management Team Lead for the RBC Account. “We couldn’t be more impressed with Toeniskoetter’s personnel. They were hands-on, proactive  communicators who managed their subcontractors very well and took tremendous pride in their work.”

RBC Wealth Management expanded into a 7,000 square foot suite, allowing their financial advisors to better advise their clients in planning their unique financial and lifetime goals.

“We deal with clients at all stages of their financial lives, so it was important for us to be there for them with minimal disruption during this project,” said Jim Nielsen, Senior Vice President and Branch Director at RBC Wealth Management. “Toeniskoetter Construction was able to do just that, and now we have an upscale office space that we’re proud of.”

Toeniskoetter Construction worked with Rick Sutton from NELCO Architecture, Inc., also based in Minneapolis, on the project.

Other premium improvements to the third floor space include a new IT room, upgrades to HVAC system to enable new digital controls, solid surface countertops and ceramic tile flooring in the reception area.

“We really focused on RBC Wealth Management’s priorities, which included maintaining the budget and staying on schedule,” says Gary Dam, Executive Vice President of Toeniskoetter Construction. “Thanks to the coordination of the project manager, the branch director, and our team we were able to finish this project ahead of schedule without any significant challenges.”

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