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.

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Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.

As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

Thank you to all who have served our country! May you truly feel appreciated this Veterans Day.

Now is an ideal time to consider year-end strategies that may benefit you and to plan for the year ahead. We have a year-end checklist that can help. Connect with me to schedule a consultation to learn more.

Contact me for your year-end wealth planning tips.

Faced with a health issue and need a second opinion or extra support? RBC Echelon partner PinnacleCare may be a great solution. Message me to learn more and for potential fee discounts.

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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Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

Nov 07, 2024 | Kelly Bogdanova

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

Read more