Provenance Wealth Management Group

Times may change. Commitments don’t.

A Reputation of Trust

At RBC Wealth Management, we're proud to have earned a reputation for individual integrity, corporate responsibility and overall fiscal stewardship. There are thousands of investment firms to choose from out there, but investors pick us as much for their confidence in our strength and stability as for the comprehensive approach to wealth management and world-class investment solutions we offer. We look forward to earning your trust.

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 2024.

Tax reporting document	Approximate availability date
Form 1099-R	January 31, 2024
Fair Market Value Statement	January 31 2024
1099 Tax Information Summary	February 15, 2024
Income Summary (FYI Statement)	February 29. 2024
REMIC Tax Information Summary	March 15, 2024
1042-S	April 1, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 1)	On or about March 15, 2024
Revised 1099 Tax Information Summary (tax year 2023 - revision 2)	On or about April 5, 2024
5498	June 1, 2024
Revised 1099 Tax Information Summary (tax years 2020 – 2023)	Monthly, beginning May 2024

<p>RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.</p>

Value statement

Our job is to help create, maintain and protect wealth for retirees or individuals nearing retirement on a discretionary fee-basis. We accomplish this by asking pointed questions to understand what makes you unique and create a customized individual portfolio using researched money managers. Our goal is to build a lasting relationship of service and trust by helping to provide a reliable and predictable income stream from your portfolio.

Financial security doesn’t happen by chance

No matter where you are in life, or what your needs are, you can depend on our expertise to build a customized plan for your specific financial goals. Contact us today to learn more about our customizable solutions designed to help you strengthen your financial security.

Strength you can trust

Distinguished by a long heritage of financial 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.

<ol> <li>RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.</li> <li>Ratings (as at August 27, 2024) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.</li> <li>Ratings (as at August 27, 2024) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.</li> <li>Ratings outlook.</li> </ol>

Meet the team

Learn more about Provenance Wealth Management Group

Senior Consulting Group

We are honored to share our recent selection to the RBC Wealth Management Senior Consulting Group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. The Senior Consulting Group is a highly regarded level of recognition at RBC Wealth Management. We continue to commit to helping clients build portfolios and accomplish other wealth management goals by offering personalized advice and customized solutions.

Latest Insights

Debunking debt disaster

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

RBC Race for the Kids

Saturday August 19th was a great day for the RBC Race for the Kids to benefit the Ronald McDonald House Charities. The Provenance Wealth Management Group and our families were happy to join the event as both runners and volunteers. Visit the Race for the Kids website to learn more.

Social Media

See footer below for group’s social profiles >

Fall is here, and that means falling leaves, cooler weather and, for many of us, returning to school or work. Wishing you a happy fall season filled with purpose and meaning.

As we mark this 9/11 anniversary, we honor those who were lost and the heroes who emerged in our darkest hours. Let their legacy inspire us to uphold the ideals of bravery, compassion and unity. #PatriotDay

Happy Grandparents' Day! Grandparents are our link to the past and mentors for the future. They're our family's treasure, teaching us love and wisdom. Wishing all grandparents a day filled with joy and the love of family.

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