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.

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.

Global Insight 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

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.