Discover & Learn
2026-07-29T18:21:53
Have investments somewhere else? • Send me your most recent investment statement. • I’ll provide a complimentary investment review. We’ll look at: • ✓ Investment performance • ✓ Management fees (MERs and advisory fees) • ✓ Diversification and risk level • ✓ How your portfolio compares to similar investment strategies • ✓ Whether your investments align with your goals and time horizon • ✓ Tax efficiency and account structure (RRSP, TFSA, FHSA, non-registered) • ✓ Opportunities to improve your portfolio No obligation. No pressure. Just a second opinion.
2026-06-29T14:25:51
Three things to consider when you invest in investment funds
When you are looking for an investment fund take into consideration: 1- Higher performance over time 2- lower fees 3- smoother performance over time Don’t hesitate to reach out if you have any questions, that’s my job to help people reach their goals. https://www.rbcgam.com/en/ca/learn-plan/investment-basics/three-things-to-consider-when-you-invest-in-investment-funds/detail
2026-01-12T19:27:43
Happy New Year! 🎉 Wishing you a successful, healthy, and prosperous 2026. As I reflect on 2025, I’m incredibly grateful for the opportunities, the growth, and—most importantly—the amazing people I had the privilege of working with to help secure their financial futures. If you or someone you know has questions about financial planning, I’d be happy to help. 📧 logan.lutes@rbc.com 📱 782-409-6685 Financial Planning | RBC
Logan Lutes, PFP
Financial Planner, Investment and Retirement Planning
Let's work together to achieve your financial goals