Jay M. 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.

Global Insight Monthly

The income is back in fixed income

Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.

Read GI 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.