Value statement

I work with individuals, families and businesses to help them effectively invest their capital, using strategies that match their stage of life; to accumulate and grow assets or generate income, as well as preserve and transfer their wealth to the next generation.

My clients are typically accumulating wealth for retirement, preparing a plan to use their assets during retirement or are currently retired and looking to generate income and preserve long-term purchasing power.

My commitment to my clients is to provide, with integrity and honesty, trusted financial advice and investment management, and use my 30 years of industry experience and close observation of the markets to generate successful results. Further, my assistant, Susan Clark, and I are dedicated to providing our clients with exceptional service that exceeds expectations.


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

Advice you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

 

Investment philosophy

My equity strategy centers around buying high quality companies with a solid long-term outlook, when short-term conditions, either market related or company specific, create an attractive entry price. I believe that income is an important aspect of total return and therefore seek stocks with an attractive dividend profile and utilize covered call writing to manufacture additional return.

My fixed income strategy focuses on a core high quality bond ladder, which may include municipal bonds, CD’s or corporate bonds. I will often supplement this portfolio with funds that invest in high yield corporate or foreign bonds, to provide yield enhancement and diversification to the bond portfolio.

 


Write your personal retirement story

Rewriting retirement Cover imageAccess Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact me to help you prepare for your next chapter.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  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.

Learn more about Kris Olsen

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Let us help you grow more than wealth