Let us help you grow more than wealth

Welcome

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:

  • Complete and ongoing situational analysis
  • Personalized portfolio strategies
  • Wealth & asset protection
  • Targeted growth
  • Retirement planning
  • Legacy Planning

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 strength, 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.

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A Cognitive Scientist Reveals Why We Choke Under Pressure and How to Avoid It

Why does your performance fall apart, even after you've practiced to the point of perfection? Here are some strategies to help prepare for success when the stakes are high.

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Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.

79% of women investors are confident they'll achieve their retirement goals, survey finds

Becoming knowledgeable with your finances can greatly increase your confidence in retirement goals. Reach out to us today with any questions you may have.

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A different kind of inflationary environment

Eric Lascelles, chief economist for RBC Global Asset Management Inc., recently sat down with Global Portfolio Advisory Committee co-chair Jim Allworth to discuss the economic and geopolitical factors driving today’s surging inflation—as well as what investors should look for over the remainder of this year, and beyond. Read the full economic outlook in the latest edition of Global Insight.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Contact

The Losey Carleton Group

1-855-326-7118
theloseycarletongroup@rbc.com

Like golfer Dustin Johnson, at RBC we deliver because we see things differently.

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 us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2022.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2022
Fair Market Value Statement January 31 2022
1099 Tax Information Summary February 15, 2022
Income Summary (FYI Statement) February 28. 2022
REMIC Tax Information Summary March 15, 2022
1042-S April 1, 2022

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

 On or about March 18, 2022
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)		 On or about April 8, 2022
5498 June 1, 2022
Revised 1099 Tax Information Summary
(tax years 2017-2021)		 Monthly, beginning May 2022

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Latest Insights

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Tips for selling your business

Effective planning can help ensure that when you're ready to sell, you do it in a way that supports your goals and financial future.

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