Alone is harder. Together is better.

 

To our clients & friends

 

Update from the Westside Group

To all our friends and clients,

This is proving to be one of the more surreal experiences in our lifetimes. Wrapping your mind around the Coronavirus and its impact on our health and the economy is a challenging exercise. The concept of confinement and social distancing rub up against our need to see our teammates, friends and clients. While we hope it’s helpful in these anxious times we also wanted to touch base on a more personal level.

The team:

We are all healthy as are our families. Nobody in our circles have been hurt by Coronavirus. We are profoundly grateful for that.

  • Renée, Jason, Alyssa and Tim are now working remotely. Jackie and Jeff are set up to do so but in the office for now.
  • Renée has two sons. One serves as a policeman and the other is working at a company that just now got authorized to make respirators. They are to produce 60,000 by the end of April.
  • Jason’s wife and young daughter hosted a fun reading event online for young kids. It was fun, creative and thoughtful.
  • Time will tell if our newlywed, Jeff, ends up as part of the Corona-Boom that may play out.
  • All of our school aged and college aged kids are home with us. We’ll report back how that family “oneness” plays out!
  • We are…washing our hands a lot, avoiding crowds, reading and learning, not losing our sense of humor, and tipping more to those we tip. Practicing grace, patience and gratitude (okay not ALL the time)
  • You all have shown tremendous kindness to us. Thank you for picking our spirits up with your notes and comments. It keeps wind in our wings.

You:

  • How about you? Let us know what’s on your mind.
  • What is your recommendation for a book or show on Netflix? How are you keeping your spirits up? Have you discovered anything new in this time?
  • For that matter if any of your closest family or friends needs a voice of reason or financial discussion please let us know.

We take the job of being a steward of your capital and financial plan seriously. Grateful for your continued confidence in us. If you need anything we can help with, please reach out to us. Stay healthy and keep smiling in the face of all this.

Tim, Jackie, Jason, Renée, Jeff and Alyssa

 

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Jaqueline Larson named one of Forbes Top Women Wealth Advisors

At The Westside Group, we are very proud that Financial Advisor Jaqueline Larson was named a Forbes Top Women Wealth Advisor in 2020. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jaqueline!

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Our most treasured asset is our clients’ trust

Our mission at The Westside Group is to understand your financial situation so we can provide you with trustworthy and collaborative guidance on achieving your goals and wishes. We work closely with you to ensure your priorities stay top-of mind through your financial journey.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

We humbly serve and advise client families with all of their financial affairs.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

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