Partners in Wealth Management
Located conveniently in the Aurora office of RBC Dominion Securities, Wealth Advisor John Exler and his team have provided over 40 years of expertise in the Wealth management field to investors located throughout York Region and the GTA. John and his team work closely together with RBC's network of industry leading specialists to develop a clear, concise and comprehensive investment portfolio that is designed to work optimally with an investor's life plan and objectives.
The Exler Wealth Management Group can develop strategies to invest your retirement savings in a tax efficient manner for those retired or soon to be retired. Alternatively if you are a professional or business owner looking for long term growth, a detailed plan will be developed based on key investment strategies with respect to risk tolerance and growth objectives. We also have extensive experience in managing the financial assets of Foundations, and other non-profit organizations.
As wealth managers, the team takes a client-centric approach to all aspects of your financial situation, which encompasses investment, insurance, and tax and estate planning needs. We work closely with other professional advisors including accountants, lawyers and insurance specialists and can recommend those that are highly qualified and best suited to your needs.
Please contact us if you'd like a complimentary review of your existing financial portfolio.