Announcing my move to RBC Wealth Management

My top priority as a financial advisor is providing my clients with individualized service and wealth management solutions that instill clarity and confidence about today and the future. That’s why, after much thought and careful consideration, I have made the important decision to join RBC Wealth Management, a global firm with a clients-first culture and world-class resources.

At RBC Wealth Management my clients will enjoy the attention they expect from me, supported by a tool set and business model that has made RBC one of the world’s strongest global financial institutions.

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

Purpose and strength

Learn more

I invite you to explore my website to learn more about what sets RBC Wealth Management apart and why I've put my trust in RBC Wealth Management as my new business home.

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