Investment Philosophy

Solid wealth planning starts with looking at the entire picture. In today's complex financial landscape, navigating the path to your goals requires a trusted advisor with a proven track record. Using the RBC Difference we offer a personalized approach that prioritizes your needs and risk tolerance above all else. With clear communication, we empower you to make informed decisions for a secure financial future

Dedicated to earning your trust

We understand that entrusting your financial well-being with someone new is a significant decision. At RBC, we believe in building strong, lasting relationships based on open communication, transparency, and a genuine commitment to understanding your unique goals and concerns. We base this upon the RBC Client Experience & the Dmitry Farbman Wealth Management Approach

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searchingfor your tax documents. Take a look at the table below for estimateddistribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary





(tax year 2024 - revision 1)		 On or about March 16, 2026
Revised 1099 Tax Information Summary





(tax year 2024 - revision 2)		 On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary





(tax years 2021 – 2024)
*Please note that timing is subject to change.		 Monthly beginning May 2026

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.

Latest Insights

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Want better financial health in the year ahead? Focus on these four things.

Read more

Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more in Global Insight Monthly

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields