Professional wealth management for over 30 years

The Simbul-Lezon Wealth Management Group combines over 150 years of experience helping clients build, protect and manage their wealth. 

Consistently recognized as one of the top investment teams at RBC Dominion Securities Inc., we have assembled a team of highly qualified specialists to help you meet your comprehensive wealth management needs, including investment management, private banking, tax and estate planning. 

Skill, Style, and Service

Keeping you informed is our number-one priority. By offering regular market updates and seminars, and engaging our network within RBC and the Canadian and global business and professional communities, all of our clients benefit from our uniquely personal approach. 

Our team uses our investment experience, capital markets knowledge, and network of experts to assist you with all of your wealth management needs. From the development of a customized strategy to the long-term management of your wealth and investments, we're with you every step of the way. 

The expertise of Canada's most trusted corporation

Backed by the century-old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm - you can be confident you will get the professional advice and services that your situation demands.

Recent Posts

Pondering a U.S. policy potpourri

Pondering a U.S. policy potpourri

Nov 22, 2024 | Atul Bhatia, CFA

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

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Fed rate cuts for what?

Fed rate cuts for what?

Nov 15, 2024 | Thomas Garretson, CFA

The Fed has cut policy rates by 75 basis points since September only to see longer-term Treasury yields and mortgage rates increase by the same degree. We take a closer look at this divergence and its implications.

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