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.


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 2023.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2023
Fair Market Value Statement January 31 2023
1099 Tax Information Summary February 15, 2023
Income Summary (FYI Statement) February 28. 2023
REMIC Tax Information Summary March 15, 2023
1042-S April 1, 2023

Revised 1099 Tax Information Summary 

(tax year 2020 - revision 1)

On or about March 17, 2023
Revised 1099 Tax Information Summary
(tax year 2020 - revision 2)
On or about April 7, 2023
5498 June 1, 2023
Revised 1099 Tax Information Summary
(tax years 2017-2021)
Monthly, beginning May 2023

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 LaCross Team

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