What we do for you

At the Lakeview Group, we take pride in our comprehensive and personalized approach to managing your wealth. Our team goes beyond general wealth planning and investment models. We offer individualized investment strategies and advanced planning techniques in order to best suit our clients’ needs. Our cohesive group of financial advisors and associates tackle the challenges that come with managing wealth, giving you more time to prioritize what is most important to you and your family.

Together, we employ a range of wealth management services to simplify your financial journey. Whether you are considering retirement, starting a family or planning for future generations, we address your investment needs and life’s important financial situations you may encounter. Please reach out to any member of our team to learn more. We look forward to meeting you.

Protect and grow

Managing money for our clients is an honor and a privilege.  That responsibility fuels us every day to determine how we can do a better job for our clients.  Our goal is quite simple: to protect and grow client assets.  We have developed an approach that strives to do just that. See our investment philosophy page for more info.

Special needs trusts

The Lakeview Group has extensive experience working with special needs trusts, guardianship and personal injury settlements. We work well with, and recognize the value of professional trustees in the protection of vulnerable adults and children.

Let's take the next step together

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

Transfer accounts

If you’re looking to transfer your account information, you can start by following these steps.

Meet the team

Learn more about The Lakeview Group.

Want more info?

Learn more about The Lakeview Group by viewing our team brochure here

Latest Insights

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Jul 19, 2024 | RBC Wealth Management

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