Lisa McKenney, Financial Advisor at RBC Wealth Management

Lisa McKenney, Financial Advisor at RBC Wealth Management Empowering multiple generations of family to optimize their wealth. I Communicate. I Collaborate. I Care!

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan des...
08/05/2026

Did you know reviewing an estate plan doesnโ€™t have to be a big lift? Life has a way of evolving and your estate plan deserves to keep up. Iโ€™d love to help review any changes and discuss updating your documents accordingly.

๐‘๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š ๐ซ๐ž๐Ÿ๐ซ๐ž๐ฌ๐ก? Letโ€™s talk.

Having experience working with many families like yours, I can help facilitate a successful family meeting.I can coordin...
08/03/2026

Having experience working with many families like yours, I can help facilitate a successful family meeting.

I can coordinate with your team of professionalsโ€”estate planning attorneys, CPAs and trust officersโ€”along with you and your family to help ensure you have the expertise needed to achieve your vision for the future.

Your legacy deserves more than guesswork.

Reach out to me for support today.

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for youThree majo...
07/31/2026

The One Big Beautiful Bill Act (OBBBA): What the Qualified Small Business Stock (QSBS) expansion means for you

Three major taxpayer-friendly changes for stock issued after July 5, 2025:

โ€ข Eligible issuer size increased from $50 million to $75 million in assets

โ€ข Hold period flexibility: partial exclusions now start at three years

โ€ข Tax-free gain cap raised from $10 million to $15 million

If you have private company exposure, the pool of potentially tax-conscious investments just got considerably larger and strategic debt could enhance the tax benefit. Now is the time to review your portfolio and consult with your independent tax advisor.

07/28/2026

Weโ€™re so proud to highlight the amazing and unique work of Janae Aiken and The Two-Six Project in the Fayetteville and Charlotte areas at this yearโ€™s MLS Hometown Heroes Showcase presented by RBC Wealth Management, in collaboration with MLS and Black Players for Change.

Janae and The Two-Six Project provide leadership development resources for underserved communities and show students what it means to give back to the community.

Thank you to all our hometown heroes for the positive impact you create!


mlshometownheroes.com

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On  , ...
07/25/2026

The discipline, leadership and adaptability built through military service don't stop at the last day in uniform. On , we recognize the thousands of veterans stepping into new chapters and the organizations wise enough to welcome them.

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints...
07/23/2026

Did you know a mid-year check-in can energize the rest of your year? Financial confidence comes with regular touchpoints and an agile plan that meets your needs.

๐‘๐ž๐š๐œ๐ก ๐จ๐ฎ๐ญ ๐ญ๐จ ๐ฆ๐ž ๐ญ๐จ๐๐š๐ฒ ๐š๐ง๐ ๐ฅ๐ž๐ญโ€™๐ฌ ๐ฆ๐š๐ค๐ž ๐ข๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง.

A quick conversation could make all the difference by year-end.

07/22/2026

Weโ€™re so inspired and proud to highlight the amazing work of Ashley Allen and Read 2 Succeed in the Asheville area at this yearโ€™s MLS Hometown Heroes Showcase presented by RBC Wealth Management, in collaboration with MLS and Black Players for Change.

At Read 2 Succeed, a literacy nonprofit, Ashley helps close the race-based opportunity gap and empower children to feel connected and build empathy. By giving away books, providing tutoring and more, everyone in the community benefits.
Thank you to all our hometown heroes for the positive impact you create!


mlshometownheroes.com

Your cash has earning potential. RBC Premium Savings delivers 3.56% APY all right inside your existing RBC Wealth Manage...
07/22/2026

Your cash has earning potential. RBC Premium Savings delivers 3.56% APY all right inside your existing RBC Wealth Management account.

Let's put it to work for you!

Learn more. https://bit.ly/4wnaWee

๐˜๐˜ฏ ๐˜ต๐˜ฉ๐˜ฆ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜ฑ๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ (๐˜ต๐˜ฉ๐˜ฆ โ€œ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎโ€) ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ฆ๐˜ฏ๐˜ต ๐˜ต๐˜ฐ ๐˜ฅ๐˜ฆ๐˜ฎ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ/๐˜ฐ๐˜ณ ๐˜ต๐˜ฐ ๐˜ฎ๐˜ฐ๐˜ฏ๐˜ฆ๐˜บ ๐˜ฎ๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜ฑ๐˜ข๐˜ณ๐˜ต๐˜ช๐˜ค๐˜ช๐˜ฑ๐˜ข๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ฏ๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ FDIC-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด (โ€œ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ดโ€) ๐˜ฃ๐˜บ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜ฆ๐˜ข๐˜ญ๐˜ต๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข ๐˜ฅ๐˜ช๐˜ท๐˜ช๐˜ด๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ง ๐˜™๐˜‰๐˜Š ๐˜Š๐˜ข๐˜ฑ๐˜ช๐˜ต๐˜ข๐˜ญ ๐˜”๐˜ข๐˜ณ๐˜ฌ๐˜ฆ๐˜ต๐˜ด, ๐˜“๐˜“๐˜Š, (โ€œ๐˜ธ๐˜ฆ,โ€ โ€œ๐˜ถ๐˜ดโ€ ๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜ž๐˜”โ€) ๐˜ฅ๐˜ช๐˜ณ๐˜ฆ๐˜ค๐˜ต๐˜ญ๐˜บ ๐˜ฐ๐˜ณ ๐˜ท๐˜ช๐˜ข ๐˜™๐˜‰๐˜Š ๐˜‰๐˜ข๐˜ฏ๐˜ฌ (๐˜Ž๐˜ฆ๐˜ฐ๐˜ณ๐˜จ๐˜ช๐˜ข), ๐˜•.๐˜ˆ., ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ข๐˜ง๐˜ง๐˜ช๐˜ญ๐˜ช๐˜ข๐˜ต๐˜ฆ, ๐˜ข๐˜ค๐˜ต๐˜ช๐˜ฏ๐˜จ ๐˜ข๐˜ด ๐˜ฐ๐˜ถ๐˜ณ ๐˜ข๐˜จ๐˜ฆ๐˜ฏ๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ถ๐˜ฃ-๐˜ค๐˜ถ๐˜ด๐˜ต๐˜ฐ๐˜ฅ๐˜ช๐˜ข๐˜ฏ. ๐˜”๐˜ฐ๐˜ฏ๐˜ช๐˜ฆ๐˜ด ๐˜ฉ๐˜ฆ๐˜ญ๐˜ฅ ๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ข๐˜ณ๐˜ฆ ๐˜ฏ๐˜ฐ๐˜ต ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฃ๐˜บ ๐˜š๐˜ฆ๐˜ค๐˜ถ๐˜ณ๐˜ช๐˜ต๐˜ช๐˜ฆ๐˜ด ๐˜๐˜ฏ๐˜ท๐˜ฆ๐˜ด๐˜ต๐˜ฐ๐˜ณ ๐˜—๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜Š๐˜ฐ๐˜ณ๐˜ฑ๐˜ฐ๐˜ณ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ (โ€œ๐˜š๐˜๐˜—๐˜Šโ€). ๐˜™๐˜‰๐˜Š ๐˜ž๐˜” ๐˜ช๐˜ด ๐˜ฏ๐˜ฐ๐˜ต ๐˜ข๐˜ฏ ๐˜๐˜‹๐˜๐˜Š-๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ๐˜บ ๐˜ช๐˜ฏ๐˜ด๐˜ต๐˜ช๐˜ต๐˜ถ๐˜ต๐˜ช๐˜ฐ๐˜ฏ. ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜ต๐˜ฉ๐˜ฆ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜ช๐˜ด ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฆ๐˜ณ๐˜ต๐˜ข๐˜ช๐˜ฏ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜๐˜‹๐˜๐˜Š ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ฐ๐˜ฏ๐˜ญ๐˜บ ๐˜ฑ๐˜ณ๐˜ฐ๐˜ต๐˜ฆ๐˜ค๐˜ต๐˜ด ๐˜ข๐˜จ๐˜ข๐˜ช๐˜ฏ๐˜ด๐˜ต ๐˜ง๐˜ข๐˜ช๐˜ญ๐˜ถ๐˜ณ๐˜ฆ ๐˜ฐ๐˜ง ๐˜ต๐˜ฉ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ. ๐˜›๐˜ฐ ๐˜ฎ๐˜ฆ๐˜ฆ๐˜ต ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ช๐˜ฏ๐˜ด๐˜ถ๐˜ณ๐˜ข๐˜ฏ๐˜ค๐˜ฆ, ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ต ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ต๐˜ช๐˜ต๐˜ญ๐˜ฆ๐˜ฅ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ถ๐˜ฏ๐˜ต ๐˜ณ๐˜ฆ๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ด ๐˜ข๐˜ณ๐˜ฆ ๐˜ฎ๐˜ข๐˜ช๐˜ฏ๐˜ต๐˜ข๐˜ช๐˜ฏ๐˜ฆ๐˜ฅ, ๐˜ช๐˜ฏ ๐˜ข๐˜ค๐˜ค๐˜ฐ๐˜ณ๐˜ฅ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ ๐˜๐˜‹๐˜๐˜Š ๐˜ณ๐˜ฆ๐˜จ๐˜ถ๐˜ญ๐˜ข๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜ฑ๐˜ข๐˜ด๐˜ด-๐˜ต๐˜ฉ๐˜ณ๐˜ฐ๐˜ถ๐˜จ๐˜ฉ ๐˜ค๐˜ฐ๐˜ท๐˜ฆ๐˜ณ๐˜ข๐˜จ๐˜ฆ. ๐˜›๐˜ฉ๐˜ฆ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต๐˜ฐ๐˜ณ ๐˜ฎ๐˜ข๐˜บ ๐˜ฆ๐˜น๐˜ค๐˜ญ๐˜ถ๐˜ฅ๐˜ฆ ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ง๐˜ณ๐˜ฐ๐˜ฎ ๐˜ฆ๐˜ญ๐˜ช๐˜จ๐˜ช๐˜ฃ๐˜ช๐˜ญ๐˜ช๐˜ต๐˜บ ๐˜ต๐˜ฐ ๐˜ณ๐˜ฆ๐˜ค๐˜ฆ๐˜ช๐˜ท๐˜ฆ ๐˜ช๐˜ต๐˜ด ๐˜ง๐˜ถ๐˜ฏ๐˜ฅ๐˜ด. ๐˜ˆ ๐˜ญ๐˜ช๐˜ด๐˜ต ๐˜ฐ๐˜ง ๐˜•๐˜ฆ๐˜ต๐˜ธ๐˜ฐ๐˜ณ๐˜ฌ ๐˜‰๐˜ข๐˜ฏ๐˜ฌ๐˜ด ๐˜ช๐˜ด ๐˜ข๐˜ท๐˜ข๐˜ช๐˜ญ๐˜ข๐˜ฃ๐˜ญ๐˜ฆ ๐˜ข๐˜ต ๐˜๐˜ฏ๐˜ต๐˜ณ๐˜ข๐˜๐˜ช. ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜ณ๐˜ข๐˜ต๐˜ฆ๐˜ด/๐˜ˆ๐˜—๐˜  (๐˜ˆ๐˜ฏ๐˜ฏ๐˜ถ๐˜ข๐˜ญ ๐˜—๐˜ฆ๐˜ณ๐˜ค๐˜ฆ๐˜ฏ๐˜ต๐˜ข๐˜จ๐˜ฆ ๐˜ ๐˜ช๐˜ฆ๐˜ญ๐˜ฅ) ๐˜ข๐˜ณ๐˜ฆ ๐˜ด๐˜ถ๐˜ฃ๐˜ซ๐˜ฆ๐˜ค๐˜ต ๐˜ต๐˜ฐ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ ๐˜ธ๐˜ช๐˜ต๐˜ฉ๐˜ฐ๐˜ถ๐˜ต ๐˜ฏ๐˜ฐ๐˜ต๐˜ช๐˜ค๐˜ฆ. ๐˜”๐˜ช๐˜ฏ๐˜ช๐˜ฎ๐˜ถ๐˜ฎ ๐˜ฅ๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฃ๐˜ข๐˜ญ๐˜ข๐˜ฏ๐˜ค๐˜ฆ ๐˜ณ๐˜ฆ๐˜ฒ๐˜ถ๐˜ช๐˜ณ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ ๐˜ข๐˜ฏ๐˜ฅ ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ. ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜ญ๐˜ช๐˜ฎ๐˜ช๐˜ต๐˜ด ๐˜ฎ๐˜ข๐˜บ ๐˜ค๐˜ฉ๐˜ข๐˜ฏ๐˜จ๐˜ฆ, ๐˜ข๐˜ฏ๐˜ฅ ๐˜ด๐˜ฐ๐˜ฎ๐˜ฆ ๐˜ค๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด ๐˜ข๐˜ฑ๐˜ฑ๐˜ญ๐˜บ. ๐˜—๐˜ญ๐˜ฆ๐˜ข๐˜ด๐˜ฆ ๐˜ด๐˜ฆ๐˜ฆ ๐˜ต๐˜ฉ๐˜ฆ โ€œ๐˜Š๐˜ข๐˜ด๐˜ฉ ๐˜”๐˜ข๐˜ฏ๐˜ข๐˜จ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ตโ€ ๐˜ด๐˜ฆ๐˜ค๐˜ต๐˜ช๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ฏ ๐˜ฐ๐˜ถ๐˜ณ ๐˜ฑ๐˜ถ๐˜ฃ๐˜ญ๐˜ช๐˜ค ๐˜ธ๐˜ฆ๐˜ฃ๐˜ด๐˜ช๐˜ต๐˜ฆ ๐˜ข๐˜ต ๐˜ธ๐˜ธ๐˜ธ.๐˜ณ๐˜ฃ๐˜ค๐˜ธ๐˜ฎ.๐˜ค๐˜ฐ๐˜ฎ/๐˜ฅ๐˜ช๐˜ด๐˜ค๐˜ญ๐˜ฐ๐˜ด๐˜ถ๐˜ณ๐˜ฆ๐˜ด ๐˜ง๐˜ฐ๐˜ณ ๐˜™๐˜‰๐˜Š ๐˜—๐˜ณ๐˜ฆ๐˜ฎ๐˜ช๐˜ถ๐˜ฎ ๐˜š๐˜ข๐˜ท๐˜ช๐˜ฏ๐˜จ๐˜ด ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜›๐˜ฆ๐˜ณ๐˜ฎ๐˜ด ๐˜ข๐˜ฏ๐˜ฅ ๐˜Š๐˜ฐ๐˜ฏ๐˜ฅ๐˜ช๐˜ต๐˜ช๐˜ฐ๐˜ฏ๐˜ด, ๐˜‹๐˜ฆ๐˜ฑ๐˜ฐ๐˜ด๐˜ช๐˜ต ๐˜—๐˜ญ๐˜ข๐˜ค๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต ๐˜ˆ๐˜จ๐˜ณ๐˜ฆ๐˜ฆ๐˜ฎ๐˜ฆ๐˜ฏ๐˜ต, ๐˜ข๐˜ฏ๐˜ฅ ๐˜—๐˜ณ๐˜ฐ๐˜จ๐˜ณ๐˜ข๐˜ฎ ๐˜๐˜ฏ๐˜ต๐˜ฆ๐˜ณ๐˜ฆ๐˜ด๐˜ต ๐˜™๐˜ข๐˜ต๐˜ฆ๐˜ด.

07/16/2026

Weโ€™re so inspired and proud to highlight the amazing work of Maureen Krueger and Charlotte ToolBank in Charlotte, North Carolina, at this yearโ€™s MLS Hometown Heroes Showcase presented by RBC Wealth Management, in collaboration with MLS and Black Players for Change.

At Charlotte ToolBank, Maureen enables nonprofit organizations to better serve their community by providing them with access to tools and special equipment. This helps nonprofits do more with the money they raise, reaching more members of the community.

Thank you to all our hometown heroes for the positive impact you create!


mlshometownheroes.com

07/15/2026

Setting goals isn't just something we talk about with clients, it's something our RBC ambassador Shane Lowry lives every day on tour.

Watch Shane open up about his goal-setting process and what drives him forward. The discipline it takes to compete at the Ryder Cup is the same discipline we bring to your wealth plan.

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