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 financially ready for your retirement journey? Our recent survey shows most people feel the need for advice on income planning and tax strategies for retirement. Together, we can explore your options and create a tax-considerate plan that makes the most of your assets.

Let’s come together this Cinco de Mayo and celebrate the incredible Mexican-American culture that has given our country so much. ¡Gracias y feliz Cinco de Mayo!

We discovered having a personalized wealth plan will help simplify your life and increase feelings of security, especially as you plan for retirement. Reach out for your plan to help secure your financial future.

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Supporting your child in their life and academic pursuits can have an immense impact of their future. Check out our partner company's strategies which include frequent communication, being present, and outlining a plan.

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Extend your wealth with these three simple lifestyle changes. Learn how: https://aquilance.com/3-lifestyle-changes-for-clients-who-are-new-to-wealth/

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Meet the team

Learn more about The Leonard Group.

 

Learn more about RBC WealthPlan

RBC Wealth Management Online

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 adjusts its focus, but the rate outlook remains blurry

May 03, 2024 | Thomas Garretson, CFA

The Fed keeps playing down upside risks to inflation, but did it just start playing up downside risks to labor markets? Ahead of key jobs data, how sensitive might the Fed be to any labor market weakness?

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