Discover a richer wealth management experience


Since entering the wealth planning industry, Alessandro Lupo has established himself as a financial partner with the highest ethical standards, as well as a passion for problem-solving and delivering forward-thinking solutions to his clients. Alessandro and his team design personalized strategies for a wide range of clientele, such as business owners, farming and agricultural professionals and retirees, to help them achieve their goals at every stage of life.

A local from the north, Alessandro is proud to help the people in his community strengthen their financial well-being with all-encompassing plans. In collaboration with industry-leading experts throughout RBC, Alessandro’s strategies incorporate areas such as personal financial planning, insurance solutions, Will and estate planning and beyond. Like many of his clients, Alessandro built his business with hard work and discipline. He applies the same rigorous practices to bringing peace of mind to investors in challenging markets. Alessandro’s portfolio management approach includes a focus on blue-chip companies, socially responsible investing (SRI), alternative investment options and dividend-paying stocks.

Whether you’re interested in maximizing your retirement income, transferring wealth to the next generation, or simply want to protect and enhance your wealth, Alessandro is committed to helping you free up more of your time and pave a clear path towards your goals, while being the voice of calm throughout your journey.

Alessandro Lupo

Investment Advisor

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Barb O'Connor

Senior Associate

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