"We believe you should enjoy your money"

Providing the clarity, stability and confidence so you can

 

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

Watch what these clients experienced:

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.