The LSS Group - RBC Wealth Management - Wealth management approach

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.

Brian Tavano

Wealth Management Consultant

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Brian works diligently to address clients’ unique situations.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Bruce Crepea

Wealth Strategist

Bruce serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bruce partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

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