COVID-19: How RBC Wealth Management is helping clients. Learn more
Located in Olde Walkerville in Windsor, Ontario, Quenneville Fyall Georges Wealth Management provides you with a full service wealth management experience that is tailored to your needs. Weather you want to create a plan for your family, your business or your estate, we are here to help.
We serve a wide range of clients from varied backgrounds and with different needs, including:
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner
High-net-worth individuals seeking a higher level of personal service and assistance managing significant assets
Successful executives looking to free their time to focus on personal and career goals
Business owners and self-employed professionals who need help managing personal and business assets
Professionals like lawyers or accountants seeking assistance with their own assets, plus a trusted partner to provide professional and highly ethical service to shared clients
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
Philanthropists looking for creative ways to enhance their legacy to chosen charities
Not-for-profit organizations needing executor and trustee services, professional investment management, custody and administration, and more
The Federal Reserve’s June meeting opened the door to asset purchase tapering and interest rate hikes, but we see a long journey ahead.
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Vice-President & Director, Investment Advisor
Portfolio Manager & Wealth Advisor
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