We believe you should… Enjoy your money

Providing the clarity, stability and confidence so you can.

Watch what these clients experienced:

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.


Overall
#1
bank-owned
investment firm1


Over
95%
of Eydt Wealth clients
are from referrals


World's
5th
largest wealth manager2

 
 

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