Helping you grow more than wealth

My primary focus is working with high-net-worth individuals, family offices, corporations and select money managers.

During my 20-year career in financial services, I have developed a deep understanding of global markets, as well as portfolio construction. My portfolios consist of individual stocks, bonds, option overlay strategies and alternative investments. Every client has different objectives, so I tailor customized portfolios for each individual and family. While portfolios may differ, each one’s core structure starts with income-generating securities, which I believe is paramount to successful long-term investing. No matter your age or risk tolerance, I take the time to understand your financial needs and goals. By doing so, I can design a portfolio to meet your long-term objectives.

While my primary focus is portfolio creation, I also assist clients with all aspects of wealth management, including personal banking. When you choose to work with me, you have access to tax and wealth strategists, insurance consulting, as well as all of the benefits you expect from a world-class private bank. Personal and business credit lines, commercial banking, and equipment financing (including jet financing) are just a few services available to my clients.

Why investors choose RBC Wealth Management

At RBC Wealth Management, we’re proud to be one of the largest full-service securities firms in the nation. There are thousands of investment firms to choose from out there, but investors pick us because we offer a comprehensive approach to wealth management and world-class investment solutions. Moreover, we have a reputation for integrity and reliability.

Strength 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
  • 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.

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Latest Insights

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One year in: The Labour Party’s report card

For the Labour Party, restoring sustainable growth was always going to be challenging. A year on and the UK economy remains fragile, yet some investors may find the UK still offers some rich pickings.

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Let's start the conversation

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Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of May 28, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of May 28, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

Loren Cole is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, NC, NH, NJ, NV, NY, TX, VT.

Loren Cole, NMLS # 1524133 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.