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.

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March financial boost: Supercharge your IRA contributions with the latest contribution limits. Time is money and this month brings unique catch-up opportunities for people age 50 and older. Your future self will appreciate the extra effort. Message me to learn more. https://docs.rbcwealthmanagement.com/us/21285-new-in-2024-secure-2.0.pdf

On International Women’s Day, we celebrate the women driving change and making an impact in many professions, from business to the arts to sports. Learn about the positive momentum for investing in women’s sports in this recent RBC article. https://www.rbcwealthmanagement.com/en-us/insights/report-explores-opportunities-for-investors-in-womens-sports?utm_medium=organic-social&utm_source=heresay-social-platform&utm_campaign=research-and-insights&utm_id=102c17d4709379c1935ef1824d979422

Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.

Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

Did you know that romance scams affect everyone? Contrary to some stereotypes, romance scams target a wide variety of individuals, and no one is immune to being a potential target. Message me for resources to stay informed.

On World Day of Social Justice, equity, inclusion and peace take center stage.

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

Container ship docking with tug boats

Tariffs: Bracing for market impact

Mar 12, 2025 | Joseph Wu, CFA and Josh Nye

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. What approach should investors take?

Read more