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

Year-end distributions for your private foundation may be coming up. Contact me to explore liquidity strategies for charitable grants.

Thank you to all who have served our country! May you truly feel appreciated this Veterans Day.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

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Latest Insights

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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