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At The Etchegary Wealth Advisory Group, our team has the experience, expertise, and resources to deliver you strategic solutions on your road to financial success. We pride ourselves on taking the time to understand your unique personal and financial situation to ensure every solution is perfectly tailored to your needs and perfectly suited to your goals.
Whether you’re a professional player, coaching staff, or connected to the world of sports, we act as your “general manager” to assemble a team of industry-leading talent to help you win in all aspects of wealth management.
Creating, managing, and leading a business comes with its own set of challenges. Backed by the vast resources of RBC and our partners, we have the expert knowledge to help simplify your most complex financial concerns.
Preserving and growing your hard-earned wealth for future generations can feel overwhelming. We help by understanding your family dynamics and implementing a multi-generational wealth strategy that offers you and your loved ones peace of mind.
As the first in your family to have built substantial wealth, you’re breaking new ground. We partner with you to navigate the ins and outs of wealth-building and set you up for financial success for generations to come.
– Greg S. Reid, best-selling author and entrepreneur
We’ve had the pleasure of serving countless clients from all walks of life and at all stages of their financial journey, and we are pleased to share what some of our clients have experienced with us below.
I have been a client of The Etchegary Group for several years now and have found Marcus and his team to be an exceptionally responsive and easy-to-work-with group of professionals. Together, we have been able to establish a plan that addresses my investment goals, but more importantly, ensures that my family's financial well-being and our estate planning needs will be prudently managed in both the short term and long term. I have referred others to The Etchegary Group and they share my views on the value, clarity and creativity that Marcus and his team bring to the often-confusing world of investing. Regardless of your level of investing knowledge, the personalized level of service and attention to detail that The Etchegary Group provides is second to none.
– John C., Client
Jim stands out from the pack for his proactive, thoughtful, and individual approach. Since we started working with Jim in 2020, he has consistently demonstrated that he understands our needs as we have navigated through various life stages, including growing our family, purchasing and renovating a home, and transitioning to law firm partnership. I strongly recommend any young professional or growing family seeking a skilled, personable, and trustworthy advisor to work with Jim.
– Chris S., Client
Since working with Jim at the beginning of 2020, Jim has been instrumental in providing sound investment and planning advice. Jim has suggested and implemented a strong investment strategy and kept me on track through the turbulent times in 2020 and to date. Jim has also provided suggestions on planning for the future and structuring of our families assets in an efficient manner. I would recommend Jim and his team to anyone looking for financial and other planning advice.
— Sanjeev P., Client
If you don’t know where to start, where you’re going, or how to get there, we have the experience and expertise to help.
