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.

 


 

Thinking About What Comes Next: An Economic and Market Update with Jim Allworth

Jim Allworth recently joined us to share his special insights behind today’s economic and market circumstances. He discussed the investment options and opportunities available now and in the future. Please see below for a full recording.

Jim has been in the investment business since 1968, as both a research analyst and portfolio strategist. He is Co-Chair of the Global Portfolio Advisory Committee, which provides direction on the outlook for financial markets to the rest of the firm and to our clients.

 

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