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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Let freedom ring today as we celebrate Juneteenth and the end of slavery in the USA.
For midsummer financial wellness, focus on building your savings and paying down high-interest debt. Call me with questions anytime.
Today we celebrate the guidance, laughter and support fathers bring into our lives daily. Happy Father's Day!
Are you or a loved one thinking more about the cost of college than the career it can enable? Reach out and I can provide you with college funding and saving resources designed for parents, young adults and teens.
Did you know June is the perfect time for a financial checkup? Surveys have shown that a lack of emergency savings can have a negative impact on mental health, but small tweaks now can help you better plan for the future. I would love to schedule a check-in with you.
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.