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 >

Looking to make some year-end donations? Now is the perfect time to review your charitable giving, legacy, and wealth planning goals. Contact me today to explore the benefits of strategic giving.

If your parents are 73 or older, have they taken their RMDs? The deadline is quickly approaching. Schedule a meeting so we can explore their options.

1According to the Caregiver Action Network, 78% of adults who are getting long-term care at home rely solely on family and friends for their assistance. Reach out to learn more about preparing to provide support and make a difference in someone's life.

Looking for a unique benefit to offer your employees? Check out our RBC Echelon partner PinnacleCare and contact me for how this can fit into your business plan.

During this holiday season, may you find time to pause and enjoy what matters most to you and your loved ones.

May your Thanksgiving be filled with good food and much gratitude! Enjoy your celebration.

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

Laptop keyboard with technology symbols

AI through an ESG lens

Dec 04, 2024 | RBC Wealth Management

Artificial intelligence, regulations and the energy transition are a few themes for responsible investing. Learn why these themes stand out for investors.

Read more