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.
Social Media
See footer below for group’s social profiles >
Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.
Remembering the fallen on Memorial Day, who so bravely protected our freedom.
An unexpected injury or illness can happen to anyone causing a long-term disability. What’s your plan if this happens to you? Income protection insurance can fill the gap in your health care coverage. Reach out to me and let’s connect today.
Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!
Everyone wants to be on the path to financial success, but the road isn't always obvious. I have educational resources to help you and your loved ones find the way. Let me know how I can help! https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf
Seize the day and plan for your summer adventures. Want budgeting advice for your travel, leisure or remodeling activities? Call or message me to have a conversation.