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

Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)		 On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)		 On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)		 Monthly, beginning May 2024

Meet Dmitry and Anila

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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.

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