Your Guides for the Journey 

We aim to provide a true compass of financial stability 

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide

My Team

Larry Van Atta

Larry Van Atta

Senior Vice President - Financial Advisor, Consulting Group

Marissa Van Atta-Jones

Financial Advisor

Kathy Greco

Branch Service Manager/Senior Investment Assoc

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As we close out 2024, a review of your finances may be in order. Contact me to discuss your wealth planning assets and our strategic liquidity solutions.

During this holiday season, may you find time to pause and enjoy what matters most to you and your loved ones.

May your Thanksgiving be filled with good food and much gratitude! Enjoy your celebration.

Global Insight 2025 Outlook: Beyond the Horizon

Global Insight Monthly cover - November 2024

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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