Lostracco Wealth Management is a group of seasoned investment and wealth management professionals that operate within RBC Dominion Securities, a global financial institution.
Our clients expect and receive exceptionally personalized investment advisory and portfolio management services. Like you, they expect competitive investment returns where security, asset growth, and the prudent management of risk, is fundamental.
At Lostracco Wealth Management, comprehensive financial planning is central to what we do. Financial planning includes, but is not limited to, a holistic approach to financial and lifestyle protection, retirement, inter-generational wealth transfer and legacy creation.
Many of our clients delegate the day-to-day management of their investments to us. Called Discretionary Money Management, this is a highly structured and personalized approach for the unique requirements of each client.
While at Lostracco Wealth Management we generally specialize in high net worth clients with considerable resources, investable asset size is just one of the many relevant factors we consider when we contemplate entering into a new relationship.
Ultimately, what matters most to us is our judgment – based on a detailed and wide-ranging personal conversation with you – that we can build a client partnership offering long-term wealth management opportunities.
Our core conviction is: when you succeed, we succeed.