Greg Wells

Helping you grow more than wealth

“I love working with good people that I know I can help and who have the potential to become true friends. I am never in a hurry but also don’t waste anyone’s time—these things are the basis of a model that has worked very well for me.”

Managing your money

Whether your money comes from a successful business career or a family legacy, it presents remarkable opportunities and challenges. A focus on planning allows me to set up clients for financial successes, while letting them remain in the driver’s seat. In collaboration to make an RBC WealthPlan, I give clients visibility into retirement so they can focus on other goals. Wealth management builds on investment management, adding strategies designed to manage liabilities and transfer assets to future generations. I believe a successful plan requires a team of professionals who know and care deeply about each client, and uses a full array of integrated financial services and products.

My philosophy

Using an RBC WealthPlan, I focus on the creation, preservation and transfer of wealth so that today’s sound financial choices are reflected in your legacy. I want to provide strategies to help with all of your financial concerns, and create a thoughtful process to help address these goals. This approach to investing allows you to work with me to succinctly allocate portions of your assets to each of your financial goals. This method is built on modern portfolio theory and incorporates principles of asset allocation, tax considerations and reflects your personal time horizon and liquidity needs.

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.