Welcome to Partridge Wealth Management

 

Partridge Wealth Management of RBC Dominion Securities is a dynamic team of experienced wealth management professionals that have provided exemplary wealth management advice to individuals, families and corporations since 1970.   Peter Partridge and his team provide custom tailored financial planning solutions for their clients.  Over 65 years of combined industry experience on the team is further backed by the unparalleled support of specialists at RBC Wealth Management.

 

Our comprehensive approach to wealth management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning.

 

Partridge Wealth Management was formed by Peter Partridge Sr. in February 1970 and his son, Peter joined the firm in 1998.  They worked together for 20 years until Peter Sr.’s sudden passing in October 2018.  Peter continues to lead the team today.

 

The business has changed so much since Peter Sr. first started, however the conservative investment philosophy has not.  Today, we offer our select group of clients full financial planning and wealth management strategies and services. We fully understand the needs of successful families and help to protect their legacy and ensure a smooth transition to the next generation.

 

Our dynamic, well-rounded team has a deep connection to the Niagara region through community involvement. We are fully committed to building lasting relationships with those who turn to us for advice, and we believe that integrating your life goals with appropriate wealth management strategies produces the best possible results.

 

 

FAMILY – COMMUNITY – EXPERIENCE