Working for your today, your next generation, and your legacy.

 

The Leonard Group

At the Leonard group, we provide clients with customized wealth planning solutions designed to achieve financial needs and long-term goals. We deliver highly individualized investment and wealth management solutions using strategic advice. We work for your today, your next generation, and your legacy.

Our commitment

The Leonard Group is a committed team of experienced wealth advisors who serve as primary advisor to individuals, families, businesses, and organizations. Our team is focused on you – the client.

At RBC Wealth Management, we use current, in-depth research, discretionary portfolio management and a strong professional network of attorneys and CPAs to meet our clients’ needs. Our philosophy and approach are best aligned with those who believe in the value of advice, and endorse a value-oriented, long-term, disciplined investment style. Knowing you, understanding you and always thinking of your best interests is our commitment as your trusted primary advisor.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Social Media

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Check out how RBC House came to life during the 2025 MLS All-Star Week. #TeamRBC #MLS

Connecting with people and helping them achieve their goals is our business. That’s why we are proud of firm-sponsorship events that foster community and honor nonprofits that are making a difference in people’s lives. The recent MLS All-Star Week and events in the RBC House at Antone’s in Austin, Texas, scored big on community building! #TeamRBC #MLS

If you’re in back-to-school mode, plan ahead by prioritizing essential needs and watch for discounts to keep spending in check. Message me for support in creating healthy habits to achieve your financial goals.

Private jet travel is all about you and your lifestyle. Traveling on your schedule, you gain access to thousands of airports – including hard-to-reach destinations promising new adventures and unmatched privacy. Let’s talk about how our bespoke travel services can take your family in new directions.

On Hire a Veteran Day, let’s welcome the thousands of individuals who transfer their skills from military service into civilian life and work.

There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

Meet the team

Learn more about The Leonard Group.

 

Learn more about RBC WealthPlan

RBC Wealth Management Online

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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Latest Insights

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

Aug 15, 2025 | Robert Sluymer, CFA, Technical Strategist – New York

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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