Your success comes first 


Welcome to The Foran Group

Helping you plan for a comfortable retirement


Our team’s approach to retirement planning addresses retirement goals of wealth accumulation, investment planning, income planning and longevity planning. Our portfolios are tailored to our clients' needs and risk tolerance for all stages of life. 

Regardless of where you are in the planning process, the Foran Group can guide you through all the stages of your retirement and address the important issues that will allow you to live an uncompromised lifestyle in retirement.

Proud to work with a nationally recognized teammate

At The Foran Group, we are very proud that Financial Advisor Lou Foran has received the Forbes Best-In-State Wealth Advisor award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations Lou!

Learn more about RBC WealthPlan

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    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.

    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 2025.

    Tax reporting document Approximate availability date
    Form 1099-R January 31, 2025
    Fair Market Value Statement January 31 2025
    1099 Tax Information Summary February 18, 2025
    Income Summary (FYI Statement) February 28, 2025
    REMIC Tax Information Summary March 15, 2025
    1042-S April 1, 2025
    Revised 1099 Tax Information Summary
    (tax year 2024 - revision 1)
    On or about March 15, 2025
    Revised 1099 Tax Information Summary
    (tax year 2024 - revision 2)
    On or about April 5, 2025
    5498 June 1, 2025
    Revised 1099 Tax Information Summary
    (tax years 2021 – 2024)
    Monthly, beginning May 2025

    Global Insight Monthly

    Global Insight Monthly cover - February 2025

    Power, storage,
    and electrification:
    A revolution

    As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »

    Meet the team

    Learn more about The Foran Group.

    Take the next step with The Foran Group

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

    Latest Insights

    Aerial view of Shanghai highway intersection

    Global equities: A confluence of possibilities

    Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here.

    Read more

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    Disclosures

    IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. 

    1. 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.
    2. Ratings (as of February 26, 2025) 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.
    3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
    4. Ratings outlook.

    The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

    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.

    Lou Foran is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VI, WV.

    Lou Foran, NMLS # 1603816, and Peter Mangano, NMLS # 1739821 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

    Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

    Peter Mangano is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MN, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WV.