Working for your today, your next generation, and your legacy.

 

The Leonard Group

At the Leonard group, we provide clients with customized wealth planning solutions designed to achieve financial needs and long-term goals. We deliver highly individualized investment and wealth management solutions using strategic advice. We work for your today, your next generation, and your legacy.

Our commitment

The Leonard Group is a committed team of experienced wealth advisors who serve as primary advisor to individuals, families, businesses, and organizations. Our team is focused on you – the client.

At RBC Wealth Management, we use current, in-depth research, discretionary portfolio management and a strong professional network of attorneys and CPAs to meet our clients’ needs. Our philosophy and approach are best aligned with those who believe in the value of advice, and endorse a value-oriented, long-term, disciplined investment style. Knowing you, understanding you and always thinking of your best interests is our commitment as your trusted primary advisor.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Let's start the conversation

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FLEX Successful Ideas For Effective Parental Involvement With High School Students

Supporting your child in their life and academic pursuits can have an immense impact of their future. Check out our partner company's strategies which include frequent communication, being present, and outlining a plan.

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Strategic financing may be key to your overall wealth plan. Let’s touch base to discuss optimizing interest rates, maximizing cash flow and increasing your financial flexibility.

3 Lifestyle Changes for Clients Who Are New to Wealth - Aquilance

Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/

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Five ways to outfit your space with your own sustainable style

Looking to redecorate your home this fall? While elevating your style, consider showcasing your values with eco-friendly décor or other statement pieces. Contact me for your ESG investing needs. Read more: https://read.rbcwm.com/3GmyLZD

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Want to make learning about finances fun? Reach out to me today for our financial literacy worksheet “Just for kids: seven fun ways to learn about money.”

Did you know, there are charitable giving benefits outside of annual year-end gifting? Check out matching-gift options through your company. Message me to discuss more gifting strategies.

Meet the team

Learn more about The Leonard Group.

 

Learn more about RBC WealthPlan

RBC Wealth Management Online

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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Latest Insights

Graduate with diploma hugging parents

College funding: It’s a family affair

May 01, 2024 | RBC Wealth Management

Funding a college education shouldn’t be a burden for parents alone. Here’s how families can work together and across generations to meet their financial goals.

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