Building your trust in us one step at a time:

Helping you achieve financial peace of mind is our top priority. We use a conservative style of portfolio management with the belief that it is better to strive for consistent returns rather than expose the portfolio to high risk. By focusing on proper asset allocation and quality investments, we strive to match the financial objectives and risk tolerance with the people we serve.


Judy & Tiffany Awarded RBC Wealth Management Senior Portfolio Manager Designation

We are honored to share our recent selection to the RBC Wealth Management Senior Portfolio Manager group, a company designation reserved for financial advisors who have achieved a high level of success in building discretionary portfolio management businesses. The Senior Portfolio Manager group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management.

To qualify for this group, we demonstrated a commitment to designing and managing investment portfolios to help meet the individual needs of clients.

Thank you for the trust and confidence you have placed in our team. We will continue to deliver the same high level of service and expertise that helped me/us earn the privilege of being invited to join RBC Wealth Management’s Senior Portfolio Manager group.

Become a client

If you are not already a valued Galbraith Investment Group client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Please do not hesitate to contact any member of our team for more information. 

2025/2026 dollar limitations for retirement plans

2025/2026 dollar limitations for retirement plans
2025/2026 dollar limitations for retirement plans

Meet the team

Learn more about the Galbraith Investment Group.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution 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 2025 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.
Monthly beginning May 2026

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly