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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If talking about money is difficult for you, our “Twelve easy conversations about money” can help. Direct message me today to receive your copy.

If you're 73+ and have already taken your RMDs for 2024, it’s never too early to start thinking about your options for next year.

Did you know that HSA assets are more than just a way to pay for medical expenses? HSAs can also serve as valuable investment vehicles to grow contributed funds until they are needed.

As we close out 2024, a review of your finances may be in order. Contact me to discuss your wealth planning assets and our strategic liquidity solutions.

With year-end approaching, if you’re over age 73 it’s time to take your required minimum distributions. Contact me to discuss options for your RMD.

Addressing the unexpected and evaluating your protection strategies can help provide you with peace of mind as you look to a new year. Regardless of your stage in life, let’s connect to review your plan.

Meet the team

Learn more about The Leonard Group.

 

Learn more about RBC WealthPlan

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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

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The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Read more