Tony Baumgartner

Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

View transcript

[♪]

With success comes opportunity.

Opportunity to focus on what matters most.

Your values

[A young child on a play structure]

Your loved ones

[People seated around a table filled with food]

Your passions

[A couple hiking]

Your community

[A conductor in front of an orchestra]

To create lasting change in the world.

[Person wearing hard hat and Team RBC shirt lifting plywood on a building site, a partially completed high-rise, field of wind turbines]

At RBC, we build relationships with trust and integrity, managing wealth with diverse expertise, a global outlook and a personalized approach to help you create a meaningful legacy because we believe the best returns are more than financial.

[Grow more than wealth. RBC Wealth Management]

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.

Tony Baumgartner, PFP

Investment Advisor & Financial Planner

780-944-8776

Email me

780-424-7153

1-800-282-3995

Financial Biographer & Family Financial Facilitator. Genuinely curious about your relationship with money. Thoroughly invested in who you are, where you're from & where you want to go.

Drawing on over two decades of financial services industry experience, including working with RBC as a Private Banker and Financial Planner, Tony is passionate about providing exceptional client experiences. He is committed to helping individuals, families and business owners achieve their financial goals.

In his current role, Tony is focused on providing the highest level of financial planning, investment management service and guidance to our clients.

Working with a limited number of clients allows Tony to truly get to know each family he works with, so he can tailor solutions to their unique needs. To this end, Tony assembles RBC's Wealth Management Services team to work hand in hand with your existing professional advisors to help reduce your taxes, plan for your retirement, and protect your business interests and legacy. This comprehensive engagement provides each client with the highest level of service, value and, most importantly, trust.

Tony holds a Bachelor of Arts in Administration from the College of Business and Public Administration at California State University, San Bernardino, and was a licensed California real estate broker from 1998 to 2008. He began his career in the Canadian financial services industry in 2008, and continues to further his professional development. He has earned such accreditations and certificates as Personal Financial Planner (PFP), the Real Estate Council of Alberta's Mortgage Associate Program, the Alberta Business Family Institute's (ABFI) Family Enterprise Masterclass Series Certificate, the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH).

Born and raised in Orange County, California, Tony now resides in Edmonton and enjoys swimming, spending time with his young adult children & exploring the great outdoors.

Giving back to his community is important to Tony, as well. He is a Rotarian with the Rotary Club Edmonton South and is an active volunteer with local High School & University students focusing on leadership and enrichment.

Schedule a meeting now

Tony Baumgartner, PFP

Achieve financial freedom with professional wealth management

How can we help?

Thank you for reaching out!

Grow more than wealth

Tony Baumgartner, PFP

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