Mission Statement

Our mission is simple: to help our clients manage their financial affairs in a way to maximize wealth and mitigate taxes. While we are able to provide a full scope of services from Estate Planning to Financial Planning, we prefer to work with each client on an individual basis to determine what is appropriate for their needs.

Financial Planning

We recognize that wealth management extends beyond investment advice and money management. It includes helping you manage your wealth, protect your lifestyle, plan for your retirement and create your family legacy. Our wealth management approach encompasses money management, financial planning, tax minimization and estate planning.

We do this by clarifying your individual needs, establishing specific goals, and bringing together all the solutions you need to effectively manage your wealth.

We are there to guide you through each life stage, helping you understand the issues and concerns you face and the opportunities you have.

Client Service

We are committed to delivering exceptional client service to our clients while we work to help you meet your financial objectives. It is our job to be in touch with you regularly and determine your needs.

Like any business we do wish to expand our business further with like-minded investors such as yourself and your referral is our best compliment. We received a number of referrals in 2020 and we promise to grow our business at a manageable pace only. We look forward to meeting more family and friends of our clients in 2021 and more importantly, moving with you towards your wealth management goals.

Wealth management is a process of which we have in place for you. If there is anything you would like to discuss further with your portfolios or personal situation, we are always available to do so.

Important Notices

Please refer to Nick's Blog for up to date articles and pod casts

At this time our office will continue to stay closed to in person meetings, with the hopes of a return to normal business practices in the near future.

If you wish to schedule a time to speak with Nick regarding your portfolio performance and wealth management plans or have a question for Donna or Paula regarding the administration of your account, we invite you to reach out via phone or email using the contact information below.

 

Nick Rizzo 519-756-4919 nick.rizzo@rbc.com

Paula Bergey 519-756-1811 paula.bergey@rbc.com

Donna Taylor-Wetherup 519-756-2511 donna.taylor-wetherup@rbc.com

 

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Tax-Free Savings Accounts

WM Online Training Resources

Your goals and your wealth: It's about more than money