The Ford Group - Wealth management approach

Our approach to wealth management

Your objectives come first

At RBC Wealth Management, our first priority is to help you achieve your financial objectives. Our disciplined approach is designed to identify strategies to accumulate, protect, convert and transfer your wealth based on your financial goals, which may include:

Determining your net worth
Analyzing your asset allocation
Planning for retirement
Funding for education
Maintaining or enhancing your lifestyle
Preparing for a major purchase
Protecting your family or income
Creating a legacy
Converting wealth to retirement income

A disciplined approach

Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions.

We invite you to contact us today to learn more about our wealth management approach and how we can help you achieve your goals.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.