Matthew Henley

Investment Advisor

Phone Number613-566-7528
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Providing financial certainty in uncertain times

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

What is wealth management? 

Wealth management is a comprehensive approach to finance that helps clients grow, preserve, and protect their wealth. We take a holistic view of clients' financial life and build a customized strategy providing investment management, financial planning, tax planning, estate planning, and philanthropic planning. 

Our approach

We are here to help you meet your life goals by building a roadmap for the future by addressing all financial aspects at each life stage. Our journey together is a long-lasting partnership that we navigate together. 

Our strategy

It all starts with a financial plan. Planning allows our team to understand your financial position and goals and to develop investment objectives while considering all important aspects of your life, including risk tolerance, investment time horizon, and life transitions. We use your personalized financial plan to build a wealth management strategy customized for you. 

Our clients

Our clients are:

  • Individuals and families, including young professionals, pre-retirees, retirees, executives, and inheritors.
  • Business owners and entrepreneurs.
  • Businesses, not-for-profit organizations and charities.

    How can we help?

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    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.