You can count on a responsive, personalized advisory relationship with The Losey Carleton Group, as our primary focus is to do what’s best for each client in a straightforward and comprehensive fashion.
Built on a partnership dating back over twenty years, our group structure facilitates high levels of accessibility, diversity of thought, and consistency of service. We place a great deal of value on transparency, thorough assessment, and helping each client achieve long-term financial goals with clarity and peace of mind, encompassing:
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.
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1
Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.
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Cyber security - Strategies for staying safe online
Despite a second consecutive rate cut, a hawkish turn from the Fed supports our view that it’s on hold until at least 2026. While that may have previously caused market turbulence, investors seem content with the idea the Fed has already done enough.
