A Trusted Approach to Wealth Management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, The Tennenbaum Wealth Planning Team will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

With over 25 years of experience we have built a customer base from the recommendation of friends, family, and by partnering with other professionals. Our clients come to us for a variety of reasons but they stay with us because of trust, confidence and value.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Best regards,

Erica Tennenbaum

Recent Posts

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How women are giving back to support small business

May 03, 2021 | RBC Wealth Management

We encourage women to embrace investing and philanthropy and to seek advice to ensure it aligns with their values and passions.

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Go “e” for a tree in honour of Earth Day 2021

Go “e” for a tree in honour of Earth Day 2021

Apr 22, 2021 | RBC Dominion Securities Inc.

Switch from paper to electronic documents or explore new ways of banking online, and with our partner Tree Canada, we'll plant a tree in your honour.

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How to start a conversation around a prenuptial agreement

Apr 05, 2021 | RBC Wealth Management

While there may never be a perfect time to broach the subject, doing it early, honestly and sensitively can help remove a lot of the emotion and maintain family harmony.

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