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.

GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

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

Latest Insights

Cars parked under solar panels. (Global Insight)

How solar can brighten investment portfolios

A cheap and emissions-free technology, we shine a light on solar’s potential and how investors can look to tap into this growth opportunity.

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