Lyndon Fournier, CIM

Our Approach

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Lyndon Fournier and his team are a group of seasoned investment advisory professionals, operating within RBC Wealth Management.

Our work is not confined to portfolio creation, portfolio performance and investment management.

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"Our team uses a comprehensive approach to wealth creation."

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In addition to the above, our approach encompasses financial, investment, tax, insurance, retirement, will and estate planning, legacy creation and inter-generational wealth transfer.

All are connected and a total wealth strategy cannot afford to ignore them.

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"We believe in cultivating strong and lasting client relationships based on trust, warmth, common values, and mutual respect."

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Our Mission Statement

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To help you meet your various goals, we take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation. With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.