Meet the team 

The Market Street team photo

Learn more about us

How we serve you

The Market Street Group strives to execute wealth accumulation and preservation strategies for generational wealth that encompass closely held businesses and the families we advise. We provide resources on capital market transactions, business valuation, strategies on both sides of the balance sheet, lending and private investment from our colleagues at RBC Wealth Management with our perspective of managing wealth for over 25 years. We also advise on charitable giving, which may include the establishment of donor-advised funds. Many of our clients require unique solutions in aircraft utilization and financing, as well as professional sports management. We are committed to helping clients through their financial journeys toward the achievement of their aspirations. We have amassed a network of private equity money managers along with legal, accounting and valuation specialists. Our client advisory board assists us in adapting to the ever-changing wealth management climate, practice management strategies and client engagement.

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.

Learn about Fixed Income Advantage at RBC Wealth Management

Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary






(tax year 2024 - revision 1)
On or about March 16, 2026
Revised 1099 Tax Information Summary






(tax year 2024 - revision 2)
On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary






(tax years 2021 – 2024)
*Please note that timing is subject to change.
Monthly beginning May 2026

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2026 as a Best-in-State Wealth Management Team.

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
  • Standards and Poor 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.

Global Insight Monthly

GI Monthly

Big Tech's AI expansion: From investment to scalable returns

The AI Investment cycle still has more runway ahead, but the prospect of a narrative shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying both within and beyond Big Tech to capture a broader set of opportunities.

Read more in Global Insight Monthly