rbcwealthmanagement.com

Important information
Sign in

Home
About
Offerings
Resources & insights
- Financial empowerment
- Market commentary
Blog
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About
Offerings
Resources & insights
- Financial empowerment
- Market commentary
Blog
Contact

What you can do to avoid tax surprises every year

This blog is no longer available. Click here to go back to the Blog page

John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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.

, John Lawien, NMLS # 1598310, Cheryl Meese, NMLS # 1964805, and Robert Bubalo, NMLS # 1573449 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

Bubalo Lawien and Meese Family Wealth Group

Phone: 218-728-8404

Gary Bubalo

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 218-728-8413
Cell: 218-578-0825

John Lawien, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 218-728-8418
Cell: 218-350-2148

Cheryl Meese, CFP®

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 218-728-8407
Cell: 218-580-9916

Robert Bubalo

Senior Vice President - Financial Advisor,
Senior Portfolio Manager

Phone: 218-728-8414
Cell: 218-269-7131

Joy Dalberg, CFP®

Financial Advisor

Phone: 218-728-8419
Cell: 218-580-8119

Ian Sundland

Registered Client Associate

Phone: 218-728-8443
Cell: 218-349-1201

Danielle Defeyter

Investment Associate

Phone: 218-728-8404
Cell: 218-491-9807

Address

Duluth
1420 London Rd., Suite 201
Duluth, MN 55805
View on map

Privacy & Legal

Privacy & security
Legal & disclosures
Terms & conditions
Business continuity plan
Statement of Financial Condition
Advertising and cookies

Royal Bank of Canada Website, © 2009-2026
© 2026 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC