It’s All About You

At RBC Wealth Management, we’re proud to be part of a company that has been recognized with a host of Awards & Rankings. But the best part isn’t standing out amongst our peers, or even being recognized as a global leader—it’s knowing that we’re doing our job well by providing you with internationally recognized advice, solutions, and service. Because your success is our success.

Our Team

Harold D. Losey, AWM, CFA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Jennifer L Carleton, AAMS®, CPFA

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

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Renrick Pesce

Financial Advisor - Associate

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Kyla Bodkin

Senior Registered Client Associate

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Contact

The Losey Carleton Group

855-326-7118
theloseycarletongroup@rbc.com

The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.


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, independence and reliability that allows you peace of mind.