Our wealth management approach

The LSS Group has organized its practice to harness synergies and leverage the global resources of RBC Wealth Management. Their strategic partnership, where investment advice and service are paramount, is based on a foundation of quality, integrity, transparency and collaboration.

Experienced capabilities

Throughout an ever-changing economic landscape and market variability, our team has offered the best of both worlds—institutional-caliber insights and executional excellence coupled with deep capabilities in managing sizable assets.

Client-focused customization

We deliver comprehensive financial planning strategies (that address wealth opportunities within the context of each individual’s mandate. Our group works seamlessly alongside the various advisors that are part of our clients’ world.

Conservatively-biased approach

Asset allocations are constructed to target the preservation of capital. While we believe in a long-term investment approach where maintaining positions through various cycles is key, we also have the flexibility to offer tactical strategies as required.

Active portfolio management

We rely upon our proficiency with instruments from all asset classes—equities, fixed-income, derivatives and alternative investments—to build portfolios that are grounded in rigorous due diligence.

A gateway to RBC

Our perch within the boutique arm of RBC Wealth Management gives us nimble access to a bank with diverse resources and a global footprint—lending, structured credit, concentrated stock strategies, trust and estate planning and business succession.

Research-driven insights

We facilitate direct entry to the firm’s research. By tapping the intellectual capital of the firm, we distill data into meaningful information that drives our investment ideas.

Collaborative integration

The LSS Group believes that how we grow with you is just as important as the work we do for you. Our value-added benefit is drawn from the depth of our investment guidance. Through a shared history and strategic partnership, where service is of paramount importance, we embrace the timeless values of quality, integrity, transparency and collaboration.

If you'd like to discuss anything you learn about here in more detail, please contact us.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Management Consultant


Wealth Management Banker


Wealth Strategist


Trust Consultant

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994


Banking Advisor

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