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.
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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.
Cheers for 2026! May it be a year of peace and prosperity!
Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals. Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=7c252820e7fb6359fe5c4d4ee4a9a860
Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.
It’s Winter Solstice! May you enjoy the first day of this new season and all the days ahead.