The best returns are more than financial


Value statement

Our approach to wealth management is based on establishing a personalized plan and a risk-appropriate investment strategy. We define the “right strategy” as one that can meet financial objectives without undue risk or stress. Our goal for each and every client is an uncompromised lifestyle in retirement.


 

Latest Insights

House of Parliament in London at dusk

Brexit impasse: Divided we stand

Mar 15, 2019 | Frédérique Carrier

Will the UK trip over itself on the way out the door? What does this baffling Brexit mean for the economy and markets?

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Dessa talking in an interview

Stories of empowerment: Dessa uses her love of language to empower others

Mar 07, 2019 | RBC Wealth Management

To celebrate #iwd2019, we asked rapper, singer and writer Dessa to share her empowering stories of growth, leadership, and struggle.

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Susannah Wellford talking in an interview

Stories of empowerment: Former aide is shaping the next generation of political leaders

Mar 07, 2019 | RBC Wealth Management

To celebrate #iwd2019 we asked Susannah Wellford to share her empowering stories of growth, leadership, and struggle.

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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.

 
If your current life or financial situation has changed, or if you simply have a financial question, feel free contact us.

Bulletin Board

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

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.