Jay Loch

Let me help you grow more than wealth

How I serve my clients

I help individuals and families achieve their financial goals by creating and implementing a personalized investment strategy that focuses on accumulating, protecting and transferring wealth.

My process

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

• Understanding your financial objectives — I begin by listening to understand you and your financial objectives.
• Gathering your current financial information — Together, we gather specific information on your financial picture.
• Developing smart, time-tested strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies.
• Implementing thoughtful and creative solutions — I develop customized solutions tailored to your objectives, drawing from a wide selection of worldclass products and services.
• Providing timely, ongoing service — We regularly review your situation to help ensure your financial objectives are being met.

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.

Global Insight Monthly

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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.