Peace of mind for today, tomorrow, and beyond

 

Think of Simone Renelli as your sounding board and your coach, providing guidance and advice every step of the way. Our four-step process allows you to rest assured, knowing that your wealth is in good hands.

Consultation

We start by understanding your financial needs and goals, your aspirations for the future, and your profile as an individual. Only then can we begin constructing a distinct and complete wealth strategy for you.

Analysis

Leaning on his respective background in economics, as well as decades of experience, Simone works to develop the optimal wealth management solutions for you.

Collaboration

We loop in our team of RBC specialists to help you gain clarity and control in all aspects of your life – from estate planning to tax services and more.

Maintenance

“Set it and forget it” isn’t part of our vocabulary. We’ll conduct regular reviews with you to ensure that your wealth management strategy continues to align with your needs.

Take the first step toward a comfortable financial future

Let’s work together to get the most out of your hard-earned money

Get in touch today