The Lebert Puddephatt Wealth Management team prides itself on providing professional wealth management that allows you to focus on what is important to you. With a high level of industry expertise, we strive to simplify the complex and help clients navigate the ever-changing financial world. Our knowledge and depth of experience has enabled us to become one of the most successful wealth advisory teams in the Kingston area.
We build life-long relationships with our clients based on trust, integrity and understanding. With our business the client’s needs always come first and we remain committed to that. You can expect a holistic experience from us, which incorporates all of the specialists, partners and resources at RBC’s disposal to guide you through every stage of your life. We have helped give our clients peace of mind through all types of markets and all kinds of financial challenges and we can help you as well.
Our wealth management process includes customized solutions that are as unique as you are. Growing and protecting your wealth to the fullest requires an individualized approach that can bend to fit each family or business’s needs. We also offer discretionary portfolio management which gives clients the freedom to focus on what matters most to them, knowing an experienced team is dedicated to helping them achieve their goals.
Our services provide great value to our clients. Let us help you meet your financial objectives and contact us today.
Learn more about our team members here.
Learn more about our services here.
The U.S.-China trade war is the undercard to a much broader geopolitical faceoff that investors will have to get used to dealing with.
Examining the shifts in jobs and skills and helping younger generations prepare.
An overview of the principal residence exemption and how it may apply to Canadian secondary or vacation properties.