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.

Advice 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.

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.

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 2024.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2024
Fair Market Value Statement January 31 2024
1099 Tax Information Summary February 15, 2024
Income Summary (FYI Statement) February 29. 2024
REMIC Tax Information Summary March 15, 2024
1042-S April 1, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 1)
On or about March 15, 2024
Revised 1099 Tax Information Summary
(tax year 2023 - revision 2)
On or about April 5, 2024
5498 June 1, 2024
Revised 1099 Tax Information Summary
(tax years 2020 – 2023)
Monthly, beginning May 2024

Global Insight Monthly

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