Why The ESOP Group

Experienced

Our team of nine investment professionals includes Financial Advisors with a Chartered Financial Analyst® certification, three professionals with Certified Financial Planner™ certifications, four hold a Certified Exit Planning Advisor status, one has a Chartered Retirement Planning Counselor^SM,certificate, and one holds a Chartered Financial Consultant® title.

Multi-generational

We are a multi-generational team spanning three generations, backed by the full resources of RBC Wealth Management, one of the world’s largest wealth management firms. Having managed assets through four recessions, our senior partners bring wisdom and experience while younger partners bring relevance and continuity to our clients. 

Focused

We maintain a low client-to-team-member ration to deeply understand our clients’ priorities and the challenges they face. Our relationship with RBC Wealth Management helps to optimize our ability to deliver solutions to our clients.

Learn more about us here.