For over forty years The Sandler Wealth Management Group has delivered predictable returns and helped clients compound their wealth. We serve individuals and families by identifying financial needs and offering a relevant and prudent solution. Success is achieved when our clients look to the future with financial clarity and confidence.

We strive to have clients fully understand our investment philosophy and service offering. Today's investment industry too often relies on confusing jargon and unnecessary complexity. We invest in great businesses at fair valuations. We demand a predictable return from all of our investments in the form of interest or dividends. The companies we choose to invest in provide goods and services that are essential to today’s economy.

 


Accountability

As discretionary Portfolio Managers at RBC Dominion Securities we are held to the highest industry standards. We welcome this responsibility and are fully accountable for the investment management and service we provide. Our clients know exactly who is responsible for the investments within their portfolio.

Transparency

Our clients know how much they pay us and the service they can expect to receive in return. Transparency is paramount in everything we do. Loyalty and trust are earned slowly over time; we work hard every day to strengthen our client relationships.

Wealth Planning

With financial success comes the need for thoughtful planning. Together with our tax and legal professionals we offer a full suite of financial and estate planning services. Many of Canada's most successful families trust us to structure and guide their entire wealth management strategy.

 


 

Latest Posts

The metamorphosis of European equities

The metamorphosis of European equities

Mar 28, 2024 | Frédérique Carrier & Thomas McGarrity, CFA – London

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

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End of Quebec public sector strike boosts Canadian GDP in January

End of Quebec public sector strike boosts Canadian GDP in January

Mar 28, 2024 | Claire Fan, Economist | Royal Bank of Canada

We continue to look for the Bank of Canada to start cutting interest rates in June.

Read more