The Bruce Genoud Wealth Management team brings over 80 years combined experience in the investment industry.
 
We are a full-service investment team dedicated to providing a complete range of products and services under the auspices of RBC Wealth Management.
 
Services:

Our team's approach is to provide our clients with the highest quality advice, service, and investment vehicles to meet their financial needs and goals. Thus we offer to our clients a  full spectrum of investments including:
 
Advisor Accounts with Option trading - An all-inclusive approach

The Advisor Account is a special type of investment account designed to complement our balanced portfolio approach to investing. Working together, we can plan, implement and make adjustments to your portfolio as needed. But unlike a traditional account, you don't pay commissions at the time of each transaction or service. Instead, you pay an all-inclusive management fee for an asset-based price.
 
Private Investment Management
 
Private Investment Management offers you a completely customized portfolio, designed for you by us. Your individual portfolio is built from the ground up based on factors such as your growth requirements, income needs and risk tolerance. Furthermore, you hold segregated securities in your portfolio providing you with greater flexibility in how your portfolio is structured.
We will handle all the details on an ongoing basis, working within the specific guidelines established in your Investment Policy Statement. We are always accountable to these guidelines, which are reviewed at least annually and updated in consultation with you.
 
In addition, an extensive team of professionals supports us with:
  • Investment strategy and research
  • Recommendations on portfolio composition
  • Reviews of your account
 
We can take advantage of investment opportunities quickly and efficiently because your approval is not required for every single transaction. A careful process involving strict guidelines, checks and balances, and formal reviews ensures that your portfolio is managed with the highest standards of ethics and professionalism.
 
If you need personal guidance with your investments we would be pleased to speak with you about your financial objectives. Please feel free to contact us today.