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

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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.

Did you know that market downturns may be a good time to position your wealth for the future? A solid plan can help set you up for success, while trying to time the market may fail. Talk to me to find out more.

Take advantage of summertime and assess your midyear financial goals. As you make necessary adjustments, let me know if you have any questions or changes in your situation.

Are you tired of juggling multiple retirement accounts? Consolidate them with RBC Wealth Management to help you see a big-picture view to better plan for and manage your retirement income. Our financial advisors are ready to help. http://www.rbcwealthmanagement.com/en-us/find-an-advisor?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=d85e5e8faa5ec4fdfb7370e220c9ca57

Your family’s safety isn’t optional—it’s essential. Threats can strike anytime. Get expert risk assessments, real-time monitoring and elite protection when it matters most. Contact me to learn more about RBC Echelon’s global security partner.

Meet the team

Learn more about The Leonard Group.

 

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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

Woman checking stock charts

A market that costs a pretty penny

Jul 25, 2025 | Kelly Bogdanova

We discuss key factors that have pushed the S&P 500’s valuation back up to lofty levels and how investors should weigh this in the portfolio decision-making process.

Read more