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.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Social Media

See footer below for group’s social profiles >

Now is a great time to contribute to your traditional or Roth IRA. Every day counts toward securing your financial future. Seize the opportunity to contribute for both 2025 and 2026. Let’s connect and make those contributions today or set up monthly payments. RBC WM does not provide legal, accounting or tax advice and all decisions regarding your investments should be made in consultation with your independent advisors. For more information: https://www.rbcwealthmanagement.com/en-us/legal/legal-and-tax-advice?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=812bf473b22ec5da5752335b7f09660d

PDF Document

25-01-3892351_investorsedge_winter2026_news_kc_qc4-4e62e7efdc054911bb196f6807ab084b.pdf

In the Investor's Edge newsletter for winter 2026, gain insights on financial tips for the new year and, inspired by the Winter Games, how to medal in your financial life. Read the full newsletter for these ideas and more to help with your wealth planning in 2026.

Read More

In observance of Martin Luther King, Jr. Day, let’s reflect on Dr. King’s enduring vision, a world rooted in freedom, justice and unity. His dream reminds us to act with purpose, lead with empathy and build communities where all thrive. #MLKDay

Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year. Regardless of your stage in life, let’s connect to review your plan.

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

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. 

Bulletin Board

Latest Insights

Speedskating woman going around a corner

How to medal in your financial life

Jan 27, 2026 | RBC Wealth Management

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

Read more