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 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

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

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.

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.

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is 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.

Download Money matters for young professionals wealth insights guide

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.

 

Latest Insights

Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

Read more

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

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