Building strong, long-term relationships

Value Statement

We help clients achieve their investment objectives by formulating and implementing customized wealth management programs and investment strategies that suitably meet their individual needs, including preservation of capital, maintaining growth, and protection of intergenerational transfer of wealth. We are dedicated to building strong, long-term client relationships based on servicing accounts in changing social and economic conditions, both good and bad. We accomplish this by applying a comprehensive approach utilizing:

  • Estate planning services
  • Personalized retirement preparation solutions
  • Charitable planning strategies
  • Higher education planning
  • Lending services provided by the AA rated RBC Global Private Bank
  • Alternative investment management in association with RBC Capital Markets

 

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
  • 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.

What we focus on:

Retirement income planning

If you're like many investors, being financially prepared for a comfortable retirement is an important goal. However accumulating wealth is very different than decumulating wealth to create income. Whether you're already retired or retirement is in the near future, check out our retirement income planning fact sheet to discover what you need to know to enjoy financial security during retirement. Contact us today to discuss how we can put the steps into action for you.

Security Based Lending

You are preparing financially for your future. Then life happens. Whether you need portfolio liquidity for an unexpected opportunity or expense, selling investments may compromise your other financial goals. With an RBC Credit Access Line offered by the Royal Bank of Canada, you gain access to financing while maintaining your investment strategy. Learn more about RBC Credit Access Line here.

Cash Management

As you prepare for your financial future, consider the important role that cash plays in your current and future financial life. You may be saving for a large purchase or have cash on hand to protect against unforeseen events, such as an unexpected home repair or a job loss. Cash also plays a role in your investment portfolio. Your portfolio allocation of cash and cash-like products typically changes over time-depending on your risk tolerance, investment time horizon and whether you are near retirement or already retired. Effectively managing cash is vital to meeting your financial goals. 

Estate Planning Services

The only constant in tax law is change. The key to estate planning for your family is flexibility. We know that laws will continue to change and you need to be able to modify your plan based upon a new environment or changes in your personal situation. Do not put off estate planning. Bad things sometimes happen when you least expect it. Be certain your family is protected

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 my approach, I would love to hear from you.  To set up a consultation, please contact me.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

Read more

Bulletin Board

Seeing opportunity in challenges

Life is unpredictable, so we help you plan for the challenges that come your way. Like in the game of golf, seeing challenges as opportunities and remaining calm under pressure help drive success.

Contact me  to help you see things differently and tee up your financial goals.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Disclosures
  1. RBC Capital Markets, LLC is a wholly-owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Royal Bank of Canada does not guarantee any debts or obligations of RBC Capital Markets, LLC. Credit ratings are not recommendations to purchase, sell or hold a financial position in as much as they do not comment on market price or suitability for a particular investor. Ratings are subject to revision or withdrawal at any time by a rating agency.
  2. Ratings (as of February 26, 2025) for senior long-term debt issued prior to September 23, 2018 and senior long-term debt issued on or after September 23, 2018, which is excluded from the Canadian Bank Recapitalization (Bail-in) regime.
  3. Ratings (as of February 26, 2025) for senior long term debt issued on or after September 23, 2018 which is subject to conversion under the Bail-in regime.
  4. Ratings outlook.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Jason Larner is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, DE, FL, GA, ID, IL, KY, MA, MD, MN, NC, NH, NJ, NV, NY, OR, PA, SC, TX, VA, VT, WA, WV.

Jason Larner, NMLS # 1763290 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.