Helping you achieve financial success!

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 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2019
Fair Market Value Statement January 31, 2019
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 22, 2019
REMIC Tax Information Summary March 15, 2019
Revised Tax Information Summary (Forms 1099) On or about March 16, 2019

Welcome to the Olympic View Group

We provide highly personalized, comprehensive wealth strategies that match our client’s stage in life; to accumulate and grow assets or generate income, as well as preserve and transfer wealth to the next generation.

Our commitment to our clients is to provide, with integrity and honesty, trusted financial advice and investment management, and use our 33 years of industry experience and close observations of the markets to produce successful results.

Further, Olympic View Group is dedicated to giving our clients exceptional service to make your experience one that exceeds expectations.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

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.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

European economy: Course correction?

Is the European economic cycle fizzling out, or will it reassert itself? We look at what has caused Europe to veer off track and make the case that the economy will regain its long-term growth trajectory. Read the full economic outlook in the latest edition of Global Insight.

Creating a lasting legacy

It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.

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.