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

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Are you looking for a smarter way to secure your retirement income? Annuities can provide predictable income for life, protect your principal and offer financial confidence in uncertain markets. Let's talk annuities and how they fit into your RBC Retirement Paycheck. Your future self will thank you.

1Do you have multiple retirement accounts? Simplify your financial life by consolidating them! DM me with your answer and let’s set a time to talk.

Graduates, may your educational accomplishments help you achieve your goals and dreams!

As we mark National Cancer Survivors Day®️, may all who have survived cancer be an inspiration to others.

Legacy isn't built overnight. It's preserved with intention. Now is the time to explore tax-considerate strategies for transferring wealth, before opportunities shift. A well-structured legacy plan helps protect your assets and shapes your impact.

Remembering the fallen on Memorial Day, who so bravely protected our freedom.

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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