Simplifying far more than your finances

Your wealth is so much more than just your finances – it’s your life. Following a disciplined process, Matt and Jeff, alongside our trusted team of RBC experts, will work in collaboration with you to uncover every aspect of your wealth picture. Then, we’ll build a customized, all-encompassing plan that precisely meets your unique needs.

wealth management wheel

Business planning

Whether you’re considering business succession, financing and leasing, or something else entirely, we’ve got a solution.

Financial planning

We don’t just look at where you are today – we’ll create a plan that optimizes your future and clarifies your goals.


Utilizing our proprietary Core 12 approach, we’ll create and maintain a diversified portfolio, tailored just for you.

Tax planning

We’ll work alongside our specialized team of tax advisors to protect your wealth and enhance your after-tax income.

Retirement planning

Taking into account your unique future goals, we’ll help coordinate a retirement plan that you can trust.

Credit and lending

With our in-house RBC team, we’ll provide support for cash-flow management, personal credit and lending, and more.

Insurance planning

Ensuring the security of your wealth is paramount to us – we’ll put plans in place to ensure it remains protected.

Estate and legacy planning

Creating a family legacy is simple with our help – we’ll identify the best ways to simplify estate settlement.

Charitable giving

We’ll determine the best route to maximize your philanthropic endeavours, as well as your financial returns.

Discover the Barasch - Wellwood difference

We work tirelessly so you can rest easy, knowing your wealth is in the best care.

team members