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Our team’s mission is to bring a high level of care, integrity, and expertise to managing your financial life. Freeing you to pursue your life’s passions.
You are unique, and your needs are very personal to you. Our first priority is to truly understand you, your personal and financial circumstances, as well as your specific needs. We also understand that everyone has their own unique emotional needs intertwined into the wealth management process. A critical component that we think makes our process more effective over the long term.
You can expect a personalized plan tailored to your specific goals and risk tolerance, while aligning your investments with your values. You are always at the center of our work and the exchange of ideas is encouraged. Preserving and protecting your wealth is key, and our disciplined approach is both purposeful and opportunistic. This allows for flexibility with every changing market and economic conditions.
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.
Revised 1099 Tax Information Summary
(tax year 2020 - revision 1)
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about The LaCross Team
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Janet Engels shares what’s top of mind for investors, and reflects on where opportunities can be found.
The presence of “tight money” points to a U.S. economic downturn drawing ever nearer, as are the challenges for equity investors. Read the full economic outlook in the latest edition of Global Insight Monthly.