Unique services for your unique needs


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.

Sports professionals

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.

Business owners & executives

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.

Affluent families

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.

First-generation wealth builders

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.


A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.


– Greg S. Reid, best-selling author and entrepreneur

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What our clients say


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

Where are you on your road to financial success?


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.

Contact us today