From humble beginnings to innovating for the future

 

Lorne Greenwald started his career at RBC Dominion Securities in the mid-1990s with a clear mission: simplify client financial needs to help them better prepare for the future. Through hard work, integrity, and genuine care, Lorne and Gillian, associate wealth advisor, laid the foundation for what would soon become one of RBC’s top wealth management teams in the country.

In 2014, after practising corporate law at one of the country’s top law firms and building his own book of business in the wealth management industry, Jonathan Greenwald joined Lorne at Greenwald Wealth Management.

Today, as the leader of the team, Jonathan carries forward the same drive and mission to serve and simplify with the ultimate goal of helping clients take ownership of their future for generations to come.

Jonathan Greenwald, LL.B, CIM

Portfolio Manager & Wealth Advisor

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Lorne Greenwald, CA, CPA, FCSI

Investment Advisor

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Gillian Miller

Associate Wealth Advisor

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Sean McDonald, CIM

Associate Advisor

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Our extended RBC partners

 

A well-rounded strategic approach to your wealth management requires an extended team of RBC partners at the top of their game. From business owner specialists to estate planners, we tap into the expertise of a wide range of industry specialists to deliver exceptional results for any wealth need. Some of our RBC partners are featured below.

Advisor

Robyn Solnik, LL.B, TEP

Vice President, Business Owner Specialist, RBC Family Office Services


Advisor

Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Family Office Services


Advisor

Varsha Parray

Premier Banking Advisor, RBC Royal Bank


Advisor

Christopher O’Toole, BA, CLU, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Adam Littlejohn, CLU, CFP®, TEP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Whatever you decide to do, do it with passion and all of the energy that you have.

– Mary Barra, Chair and CEO of General Motors

Want to own your financial future?

 

The first step to owning your financial future is a conversation.

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