Let us help you grow more than wealth


Value statement

Our goal is to offer a successful investment experience for our clients.  We have created a process based on our many years of experience to assist our clients in meeting their current and ultimate financial goals, including retirement, education expenses, estate planning and wealth transfer.  The process begins by gaining an understanding of their financial position and future needs.  We then outline reasonable performance expectation for the level of risk they are willing to take.  Finally, we create a diversified portfolio that helps ensure they reach their financial goals.  Throughout this process and, as unforeseen events of life play out, there are important reviews, necessary adjustments and exchanges of ideas.


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.

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.

 

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.

Meet the team

Learn more about The Short and LaCross Team

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