Frank C. Vargas Jr. - RBC Wealth Management

Our network of professional resources

Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals within RBC Wealth Management regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

plan for retirement, including the creation of an income stream;
fund an education for a loved one;
prepare for a major purchase;
protect their family or income; and
create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized, objective advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Global Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.¹

Moody's Aa1 and A1 / stable⁴
Standard & Poor's AA- and A / stable⁴
Fitch Ratings AA² and AA-³ / stable⁴

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as at May 24, 2023) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as at May 24, 2023) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Frank, Angela and Celina

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Prepare for the unexpected

When unforeseen or sudden events happen, whether it’s a business opportunity, a family emergency or even a natural disaster, consider an RBC Credit Access Line, through the Royal Bank of Canada, for flexible financing and immediate access to liquidity when you need it most. This short-term, securities-based line of credit allows you to use your investments as collateral and borrow money instead of selling your assets. Contact me today to learn more about RBC Credit Access Line and be prepared for the unexpected.

RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve special risks, are subject to minimum collateral requirements, and are not suitable for everyone. Additional restrictions may apply.

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

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 2023.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2023
Fair Market Value Statement	January 31 2023
1099 Tax Information Summary	February 15, 2023
Income Summary (FYI Statement)	February 28. 2023
REMIC Tax Information Summary	March 15, 2023
1042-S	April 1, 2023
Revised 1099 Tax Information Summary (tax year 2020 - revision 1)	On or about March 17, 2023
Revised 1099 Tax Information Summary (tax year 2020 - revision 2)	On or about April 7, 2023
5498	June 1, 2023
Revised 1099 Tax Information Summary (tax years 2017-2021)	Monthly, beginning May 2023

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

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RBC Wealth Management Financial Advisors may only conduct business with residents of states for which they are properly registered. Do not use email to give us time sensitive information, personal identification information or to send account related instructions (such as an order to purchase or sell a security or transfer funds.) Email messages are not secure; therefore, please use caution when sending information via email.