Nikki Haskins, CPFA®

Associate Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

518-432-5087
Email | |
image of David Rogers

David Rogers

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

518-432-5083
Email |
Peter Gregory

Peter Gregory

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

518-432-5172
Email |
Brittney Fields-Morrison

Brittney Fields-Morrison, CFP®

Associate Vice President - Branch Director, Portfolio Director Group

518-432-5175
Email |

Terri Beaudoin

Registered Client Associate

518-432-5176

A unique market position

One of the things that's unique about RBC Wealth Management is its market position. RBC Wealth Management is large enough to offer a broad suite of best-in-class products and services and, at the same time, has the flexibility and entrepreneurial atmosphere that the larger firms simply can't provide to their sales force. This aspect has been especially important to The LOSAP Group in working with the nuances of Service Award Programs.

The LOSAP Group of RBC Wealth Management offers investment advisory and discretionary fee-based portfolio management services to risk averse clients seeking total return in meeting earnings targets. We offer experience, education and training in complex financial issues. The LOSAP Group currently manages about 200 LOSAP accounts with about $210 million in LOSAP client assets.1