Clarity
Help define your Financial Vision
Build your goals based Financial Plan
Create your personalized Road Map
Stability
Provide world class investment management
Deliver objective advice
Employ tax wise strategies
Confidence
Operate a consistent and proven process
Deliver a personalized, high value experience
Client trust demonstrated by a high referral rate
The Eydt Wealth Advisory Group is a leading wealth management practice at RBC Dominion Securities, the number one asset management firm in Canada. Their approach to investing is intrinsically personal. To them, financial planning isn’t about money: it’s about people. They prioritize getting to know their clients’ financial vision so they can make personalized recommendations. This work provides the clarity, stability, and confidence required to spend without the fear of outliving your money. Simply put, their proven process allows clients to enjoy their money.
The team is a family. They’re tight-knit, supportive, and work closely and well together. They’re also genuinely caring and interested in each other – and in their clients. The Eydt Wealth Advisory Group is always striving to achieve goals and deliver exceptional client experiences.
The team specializes in wealth management, investment management, retirement planning, tax planning, succession planning, risk management, asset management, estate planning, and financial advisory services.