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

Women and wealth: The future is female

Apr 05, 2024 | Tasneem Azim-Khan, Vice president and Chief Investment Strategist, RBC Phillips, Hager & North Investment Counsel Inc.

Although inroads have been made, women still experience a significant gender wage gap across the world.

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How lowering the number of non-permanent residents will impact Canada’s economy

How lowering the number of non-permanent residents will impact Canada’s economy

Apr 05, 2024 | Nathan Janzen

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...

Read more