Purposeful investing, meaningful outcomes

Our story

The Brent Group was established in 2017 when, after nearly 30 years in the wealth management industry, our founding partner Geoff Brent alongside his longtime associate Lisa Vetter saw the need to expand the practice’s personnel with the goal of providing a robust support system for our clients to make sound financial decisions. The additions of Yale Hoffberg and Dayna Mason add a wide range of experiences and perspective, which blended together benefit our clients of all life stages.

As a team, we work closely with individuals, families and businesses to anchor customized wealth management strategies that define budgetary and cash flow needs, legacy and philanthropic convictions and incorporate strategies for growth, transfer and protection of wealth resources. Paired with our white-glove client service, the team’s five designations consisting of CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Asset Management Specialist (AAMS®), Accredited Investment Fiduciary® (AIF®), Registered Institutional Consultant (RIC), and Juris Doctor (JD) offer unique insight for financial situations of any complexity. This expertise also allows for effective collaboration with clients’ tax and legal advisors, along with all related parties involved in the discussion.

We employ a disciplined investment management approach that is unique to each relationship. Our experience blended with RBC’s global resources and perspective aligns our investment process with each client’s personal wealth strategy to build portfolios that meet their individual objectives.

New wealth insights guide for young professionals

Today’s young professionals face many challenges when it comes to building wealth. Download our new guide on money matters for young professionals. It’s designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

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As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Meet our team

Learn more about The Brent Group.

Latest Insights

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As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

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