Lalonde Private Wealth

How we serve our clients:

At Lalonde Private Wealth, our mission is to empower our clients to build, protect and enjoy their wealth through personalized financial strategies and expert guidance. With a dedicated team of professionals, including Troy J. Lalonde, Wealth Advisor and Financial Planner and Kimberley Lalonde, Investment Advisor, we bring over 35 years of combined experience in the financial industry to serve our clients with integrity and excellence. We are committed to understanding your unique financial goals and providing tailored solutions that foster long-term success and peace of mind. Your financial well-being is our priority, and we strive to be your trusted partner on the journey to financial prosperity.

" For business owners, executives and affluent families, managing wealth is a challenging task, and often overwhelming. As a Wealth Advisor, I get that. That's why I take pride in providing advice and guidance to help simplify complex financial situations and deliver peace of mind to all of my clients. I have a sincere passion for helping my clients achieve their personal and professional milestones and I aim to be a long-term partner in their lives, meeting their financial needs today and in the future."

- Troy J. Lalonde

" My role as an Investment Advisor is rewarding on many levels. Not only do I have the opportunity to watch my clients achieve their personal and professional goals, but I am also an active partner in their financial journey, helping them navigate life's opportunities and achievements. To me, there is no greater honor. I aim to be a long-term partner and collaborator in my client's financial lives, while serving them with genuine care, enthusiasm and experience, truly invested in their financial futures."

- Kimberley Lalonde

Building your wealth... and your confidence

At RBC Dominion Securities, we provide the expert advice, personalized approach and sophisticated solutions you need to build and protect wealth – all backed by the strength and stability of RBC.

RBC Dominion Securities¹

Canada’s leading full-service wealth management firm² with over $425 billion in assets under care
Established in 1901
Nearly 2,000 Investment Advisors in 160 branches in communities across Canada
Over 500,000 clients worldwide
One of Canada’s largest discretionary managers with $170 billion in assets under management
Member of the Investment Industry Regulatory Organization of Canada (IIROC), the self-regulatory organization overseeing Canadian investment firms
Clients’ accounts protected by the Canadian Investor Protection Fund (CIPF) within specified limits (a brochure describing the nature of limits of coverage available upon request)
#1 overall bank-owned investment firm as ranked by advisors (2022 Investment Executive Brokerage Report Card)
A member company of RBC Wealth Management

RBC Wealth Management³

Over US$1.38 trillion in assets under administration and more than US$992 billion in assets under management
Recognized as the “Best Private Bank” in Canada (The Banker/PWM – Global Private Banking Awards 2022)
Named “Outstanding Global Private Bank” in North America (Private Banker International Global Wealth Awards 2022)
Recognized as “Best Bank for Sustainability and ESG Thought Leadership” globally (WealthBriefing Wealth for Good Awards 2022)

RBC Royal Bank³

Canada’s largest bank by assets and market capitalization, with broad leadership in financial services
A top 10 bank globally based on market capitalization, with operations in 29 countries
95,000+ employees serving more than 17 million clients worldwide
Strong credit ratings: Aa1 (Moody’s), AA- (S&P), AA (Fitch), AA (high) (DBRS)⁶

Top Global Wealth Managers in page

¹Financial information as of October 31, 2022. ²Retail Brokerage and Distribution Canada–Quarterly Update, Investor Economics (Fall 2022). ³Financial information as of October 31, 2022. ⁴Top 25 Global Wealth Management Firms Market Monitor, Aite-Novarica Group (2021). ⁵S&P Global Market Intelligence, as of April 11, 2022. ⁶November 29, 2022. Insurance products are offered through RBC Wealth Management Financial Services Inc. (“RBC WMFS”), a subsidiary of RBC Dominion Securities Inc.* RBC WMFS is licensed as a financial services firm in the province of Quebec. RBC Dominion Securities Inc., RBC WMFS and Royal Bank of Canada are separate corporate entities which are affiliated. *Member-Canadian Investor Protection Fund. RBC Dominion Securities Inc. and RBC WMFS are member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. ® / TM Trademark(s) of Royal Bank of Canada. Used under licence. © 2022 RBC Dominion Securities Inc. All rights reserved.

Giving back

At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.

Woman viewing wire head public art sculpture wonderland

Youth mental health and prosperity

RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.

Person digging a hole with a shovel for planting a tree

Environment

As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.

Three seniors having a conversation at an event

Older Canadians

We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.

Professional woman raising hand at a conference

Economic female empowerment

RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.

View of lead singer on stage from behind drumset

Arts and culture

RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.

Healthy, prosperous communities

RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.

Troy J. Lalonde

Wealth Advisor & Financial Planner

403-971-8140

Email me

Troy is a highly experienced Wealth Advisor and Financial Planner with over 20 years of industry experience . With a focus on holistic wealth management, Troy helps clients build, protect and enjoy their wealth by providing expert advice and guidance to business owners, executives and affluent families. Troy takes pride in his ability to simplify complex situations for high-net-worth clients with wide-ranging needs, which contribute to the financial confidence and peace of mind they achieve through their work together.

Troy's commitment to ongoing education and staying up-to-date with the latest industry trends allows him to provide his clients with the most relevant and effective financial advice. Troy has completed the industry designations Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) designations; which is the highest honor and most senior credential in the Canadian Financial Services industry. Troy draws upon his experience to help his clients realize their personal and professional goals. Known as a financial partner who "gets it," Troy, has successfully guided numerous clients toward financial success and security. He believes in taking a holistic approach to financial planning, considering each client's unique circumstances, goals and risk tolerance to develop personalized strategies.

Troy and Kimberley Lalonde grew up in small towns in Saskatchewan, fostering a strong connection to their rural roots. In 2005, they made the decision to move to Calgary, where they have since built a fulfilling life together, raising their two small children and embracing the opportunities the city has to offer.

Despite their move to the city. Kimberley and Troy have not lost their love for the outdoors. You can find them taking advantage of the breathtaking mountain landscapes that surround Calgary, golfing and camping in the mountains. Their appreciation for nature and the tranquility it brings has become an integral part of their family life.

Kimberley Lalonde

Investment Advisor

403-971-4172

Email me

As a seasoned advisor with over 17 years of experience in the financial industry, Kimberley specializes in personal and corporate finance, providing her clients with access to a comprehensive range of services to help them build and protect their wealth. She dedicated the first decade of her career to leading and inspiring high-performing teams, later transitioning to become a trusted advisor to business owners and corporations. Her diverse career has given her the experience and knowledge she needs to continue nurturing her passion for helping clients navigate life's challenges and opportunities.

Kimberley's commitment to ongoing education and professional development ensures that she stays at the forefront of industry trends and best practices. She leverages her extensive knowledge to provide her clients with the most relevant and effective financial advice. Kimberley has acquired the industry courses of Retirement Planning for High Net Worth Clients, Canadian Securities Course and Wealth Management Essentials Course. She draws on her experience and credentials to help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Kimberley's dedication to her clients' success, combined with her expertise and personalized approach, has earned her a reputation as a trusted advisor in the industry. Her clients appreciate her professionalism, integrity, and unwavering commitment to their financial well-being.

Kimberley and Troy Lalonde grew up in small towns in Saskatchewan, fostering a strong connection to their rural roots. In 2005, they made the decision to move to Calgary, where they have since built a fulfilling life together raising their two small children and embracing the opportunities the city has to offer.

Despite their move to the city, Kimberley and Troy have not lost their love for the outdoors. You can find them taking advantage of the breathtaking mountain landscapes that surround Calgary, golfing and camping in the mountains.

Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

Growing assets for future goals like retirement
Maintaining assets to protect financial well-being
Creating an income stream for retirement
Creating a lasting legacy

View transcript & Disclaimer

Do you ever find yourself asking questions like, how can I manage my family's higher tax burden and lower our taxes? How can I reduce the financial risks facing my family? How can I maximize my after-tax retirement income? How can I leave a greater legacy to my family and charity? If you're asking questions like these, you may have reached a stage in life where your financial affairs have become more complex.

That's where wealth management can help. So, what is wealth management? Wealth management is a term often used synonymously with investment management. But it's actually much more than that. Wealth management goes beyond investment management to look at your overall financial situation. It brings together the different areas of expertise and solutions you need in a single overall wealth plan.

This includes investing, financial planning, tax minimization strategies, retirement planning, business succession planning, wealth protection strategies, and estate planning. Essentially, wealth management looks at everything you need to address your various financial concerns at each stage of your life, from building your wealth for future goals like retirement to converting your wealth into a tax-efficient retirement income to transferring your wealth to the next generation.

One of the most important benefits of wealth management is that it's a coordinated approach. That means that you have one key advisor who links in experts from other areas. For example, RBC wealth advisors each specialize in different areas, such as investment management, financial planning, or private banking. But they work together to make sure their clients have the benefits of all of these different areas of expertise.

And at RBC, each of our wealth advisors also has the support of the RBC wealth management services team. The RBC wealth management services team has over 200 tax, legal, and financial experts all focused on helping RBC advisors manage their clients' wealth.

So what is wealth management? Ultimately, wealth management is really all about helping you make sense of the greater financial complexity you face and giving you greater confidence in your financial future. If you would like to learn more about how you can benefit from wealth management, I invite you to contact your RBC wealth management advisor.