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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Push the limits this May and ask me how you can take full advantage of your years by maximizing catch-up contributions at 50

Stop struggling with small talk by using the simple 'FORD method'

Having trouble knowing how to connect with others during work events, business calls, and other social situations? Try these topics of conversation that work with just about anyone.

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We discovered an emerging benefit of retirement that people are excited about: financial freedom. Let’s talk about what financial freedom means to you and how we can help you achieve it in retirement.

Sending warm wishes this Mother's Day to all who nurture, guide and inspire. To every mom, thank you for your love and dedication. Happy Mother's Day!

On Military Spouse Appreciation Day, we honor the commitment and strength of those who stand beside our service members. Your dedication and sacrifice play a crucial role in our nation's defense. To all military spouses, thank you for your strength, resilience and support.

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.

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

Gold on a scale

Gold: More than meets the eye

May 16, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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