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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At RBC Wealth Management, we value a smart game plan. That’s why we’re very excited to announce our new partnership with Major League Soccer, where strategy and planning are extremely important. Learn more about this exciting partnership. https://www.rbcwealthmanagement.com/en-us/newsroom/2023-02-21/major-league-soccer-and-rbc-wealth-management-announce-multi-year-partnership?utm_medium=social&utm_source=hearsay&utm_campaign=always-on&utm_id=ac11e144104e63580e45474884ef6f37

As you gather with family this holiday season, take time for meaningful conversations, including your financial and health care wishes. Our complimentary Family Inventory Workbook can be a helpful resource and future guide for your loved ones. Contact me today to receive one.

Warmest wishes for a joyful holiday season!

How Tax-Loss Harvesting Could Boost Your Income This Year

Tax-loss harvesting could boost your income this year. Read more to find out how.

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GivingTuesday is Nov. 29, 2022. Support the charitable causes that matter most to you on this day and you’ll be part of the annual initiative that started in 2012 to foster generosity globally. https://www.givingtuesday.org/

Hoping you enjoy your Thanksgiving surrounded by those you love! What are you most thankful for this year?

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

Capitol building

Debt ceiling update

May 26, 2023 | Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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