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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Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.

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

The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.

Cheers for 2026! May it be a year of peace and prosperity!

Getting a year-end bonus or looking to consolidate your cash? A new high-yield savings solution from RBC Wealth Management may help meet your wealth goals. Let’s connect to discuss how RBC Premium Savings may fit into your overall financial strategy. https://www.rbcwealthmanagement.com/en-us/solutions/premium-savings?utm_medium=organic-social&utm_source=hearsay-social-platform&utm_campaign=research-and-insights&utm_id=7c252820e7fb6359fe5c4d4ee4a9a860

Did you know reviewing your benefits annually can play a key role in wealth planning? Making the most of your employee benefits can be an important part of your overall financial wellness. Check your benefits and message me to learn more.

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

Woman computer finances

Financial health and wellness - a reality checkup for the new year

Jan 09, 2026 | Angie O'Leary

Want better financial health in the year ahead? Focus on these four things.

Read more