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.

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The end of the 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. Reach out to me to discuss your insurance strategies.

December is an ideal month for year-end gifts. Let's talk about how The Leonard Group can help you incorporate charitable giving into your wealth plan.

Did you know that children often understand the concepts of saving and spending money as early as age six? Contact me for resources to help teach your child about financial literacy.

The Leonard Group wishes you and your loved ones a happy holiday season! May it be a time filled with love, kindness and meaningful memories.

Before the end of the year, learn how to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.

Want to help raise money-savvy adults? Reach out and let's discuss financial literacy resources for youth, teens and young adults.

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. 

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Latest Insights

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U.S. debt: Not living on borrowed time

Dec 07, 2023 | Atul Bhatia, CFA

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Read more