Lucas Mastromattei
Investment & Wealth Advisor
Built for long term wealth, across generations.
We provide clients with a broad perspective on wealth. This includes integrating strategies with tax planning, estate structuring, and multi-generation consideration to foster clarity, confidence and continuity. We help clients preserve, manage and transfer generational wealth today–and for future generations. We are committed to building meaningful long-term relationships that help guide you and your family toward enduring wealth.
Professionals at your service
Backed by experience and a strong network of specialists, our team works with you to bring clarity, confidence, and peace of mind to your life.
Clarity begins with a plan.
We start with a comprehensive understanding of your goals, and design and implement a strategy that brings structure, clarity, and long-term direction.
What we do
We provide comprehensive wealth planning built around your life. By integrating portfolio management with tax, estate, and long-term planning, we help you make informed decisions with structure and purpose. Supported by a network of specialists, we bring together the right experience to address each aspect of your financial life, ensuring every strategy works in alignment.
How we do it
Our process is built to keep your wealth aligned with your life as it evolves. We begin by understanding your goals, priorities, and overall financial picture. We then create a clear, concise plan to guide our decision-making. Working closely with a network of specialists, we implement strategies across investments, tax, and estate planning. Through ongoing monitoring and regular reviews, we adapt your plan over time to keep you on track.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.