RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
At The Greenham Advisory Group, we believe that our clients’ stories play a key role in the financial planning process. By learning more about who you are, what you value, and what you dream, we are better able to understand where you want your wealth to take you. Through in-depth financial planning, personalized investment strategies, and first-rate concierge services, our team works hard to provide you with the support and resources you need to align your goals and set you and your family up for success.
As the foundation of your wealth framework, your financial plan informs our investment strategy and acts as a map towards your goals. By incorporating tax-efficient solutions, debt management strategies, business succession pathways, and legacy planning, our team provides a supportive and well-structured system that will reflect and adapt to your priorities as life goes on.
After formulating your financial plan, we’ll build a customized, goal-oriented portfolio centred around your needs, values, and aspirations. Our disciplined approach to active portfolio management, coupled with the resources available to us at one of Canada’s leading financial institutions, allows us to create tailored investment strategies that seek out opportunities for growth while mitigating risk.
Our team’s mission is to solve problems for our clients – professionally, personally, or otherwise. Whether you need investment advice, business solutions, or a shoulder to lean on, we at The Greenham Advisory Group make sure that you have the information and support you need to take the next step forward.
Stay up to date with the latest market news and industry trends on Cory Greenham’s curated blog.
Discover how our team can help you plan for your goals of today and tomorrow.
