The Seva Group

You know when you are well served. It comes through in people who look you in the eye and listen, and in small actions and large—the day-to-day details and the big moments that matter.

Our team took the name “Seva” to convey our abiding desire to serve you. Stemming from a Sanskrit root, “Seva” is the act of compassion and care for others above ourselves.

You may wonder about the overlap between wealth and service. However, we believe deeply in the alignment of these two words—and are eager to convey the inspiration for our work and the qualities that guide our efforts.

Different in Ways that Matter

Speak with us for a few moments, and you’ll likely perceive some differences in the ways we engage with you:

  • We start with you. Our goal is to be helpful—to make your life easier and better. To help you develop good relationships with your family and those around you. And to support you in finding greater ease and purpose in deploying your wealth.

We’re not looking to sell you products. We are, however, interested in helping you solve problems. If we don’t think we are a good fit for your needs, we’ll tell you. And we will make sure you have a clear and transparent understanding of what we do—from how we earn our fees to how you are invested in the markets. That knowledge, we believe, is the foundation of good relationships—and that’s something we care deeply about.

  • We know that “wealth” is more than money. The people who engage our advice share similar characteristics. Typically, they have attained material success and share similar values: they would like to enhance their family’s long-term security; they would like to lead lives of purpose and meaning; and they would like to share their wealth with the people and causes they cherish.

Clients look to us for the knowledge we’ve gained from direct experience. We’ve helped similarly situated clients accomplish important goals in their lives: creating a path to retirement, educating the next generation, selling a business, purchasing a first or second home, organizing the documents and details to pass wealth to loved ones, and other priorities.

We offer technical insight, a rational perspective, and disciplined strategy—you’d expect no less. We share what we know in a way that is open-minded—listening, clarifying, and speaking in a way that relates to you as a person, with empathy and appreciation for who you are and what you value.

  • We want you to live your best life possible. Wealth does not always solve problems; sometimes it magnifies them. Our goal is to help you live a more peaceful, thoughtful life, integrating your finances so that your wealth provides you with what you crave: For some, that is more time. For others, it is security. And for others, it is a lasting legacy—or a combination of all three.

Wealth can expose our vulnerabilities—and also our strengths. At the Seva Group, we believe both those qualities deserve time at the table. We look to bring you our best ideas, supporting you in your own growth as capable stewards of your wealth. And we look to grow alongside you, accompanying you as we strive to be the best Advisors—and best people—that we can be.

You may find Advisors who have similar knowledge of the investment markets and wealth strategy. And there may be a few who have comparable life experience. But we don’t believe you’ll find anyone who cares about you more than we do.

Proud to work with a nationally recognized teammate

At The Seva Group, we are very proud that Heather Reed was named a Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Heather!

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Meet the team

Learn more about us. 

The benefits of an estate plan review
The benefits of an estate plan review

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Latest Insights

Royal Exchange and Bank of London

Global Insight 2025 Outlook: United Kingdom

Amid efforts to stimulate growth in the face of economic challenges, we see selective long-term opportunities in both equities and fixed income.

Read more

Prosper US cover image

Read the latest stories from the women of RBC in Prosper•US

The Fall 2024 issue of RBC Wealth Management’s Prosper·US magazine is filled with inspiring stories for and about women. Read how our firm goes to bat for female athletes, our commitment to fraud and scam prevention and how one colleague’s ski patrol journey helps her maintain joy on the slopes and in the office. Plus, find tips to handle changes that may affect tax planning, health and wellness resources, and more. 

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Wealth insights guide for young professionals

Young Professionals GuideToday’s young professionals face many challenges when it comes to building wealth. RBC Wealth Management's guide on money matters for young professionals is designed to help young adults master the fundamentals of saving and investing, with insights into how to control debt, build a wealth plan and prepare for a more secure tomorrow.

Download Money matters for young professionals wealth insights guide