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Based on a relationship of mutual trust, we help our clients attain and maintain a secure lifestyle and achieve success in reaching their lifetime goals.


There’s Wealth in an Approach That Simplifies Your Financial Life

At RBC Wealth Management, we are committed to principles like integrity, service and trust. Our first priority is helping clients like you prepare financially for the future you want, both for you and the people you care about. That's why we focus on providing personalized solutions for your unique needs. With the strength and world-class resources of RBC, we are well-prepared to help make it easier to achieve your complex wealth management goals. So you can feel confident your financial life is on track. Our promise to you is a sincere one: There's Wealth in Our Approach.™
 

At the Red Rose Group of RBC Wealth Management, we believe that as fiduciaries, we are able to offer significant advantages to our clients.  


We believe the fiduciary relationship is in our clients’ best interest, and we prefer to act as fiduciaries in almost all situations.  We act as fiduciaries on all RBC Portfolio Focus accounts, whether they are IRA accounts or non-IRA accounts.  With the implementation of the Department of Labor Fiduciary Rule, effective June 9th of 2017, we now act as fiduciaries on all IRA accounts, whether or not they are Portfolio Focus.

Being a fiduciary means acting solely in the best interest of our clients and carrying out our duties prudently.  In practice this means:

  • The Client’s interests must come first
  • Advice and conduct must be prudent
  • Recommendations must be impartial and based on the client’s needs
  • We must eliminate or disclose all conflicts of interest

In addition to the fiduciary responsibilities of the Red Rose Group of RBC Wealth Management, you have an additional layer of protection.  Our parent company, RBC Wealth Management, affiliated with RBC Capital Markets LLC, is registered with the Securities and Exchange Commission as an Investment Advisor, acknowledging in each advisory account agreement that it is a fiduciary under the Advisers Act. 


Daily Market View

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Daily Technical Analysis

April 23, 2018 - RBC Wealth Management

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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 me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2018.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2018
Fair Market Value Statement January 31, 2018
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 15, 2018
REMIC Tax Information Summary March 15, 2018
Revised Tax Information Summary (Forms 1099) On or about March 17, 2018

New tax—what to know for planning purposes

The new tax law creates opportunities and choices as you prepare financially for your future. Browse a brief overview of some of the key tax changes that may affect your planning decisions and contact us to discuss how we may take action.

Families and Wealth Transfer Report

Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth.  Download our Families and Wealth Transfer Report to learn more.


How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

 

Taking the Next Step


Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on the  Contact Us box.

Volatility is back: What the selloff means

While the market’s swoon was jarring, we believe investors have time to be patient and make portfolio decisions in line with long-term goals. Read more.