What we can do for you:
At de Groot Wealth Management we work to truly understand the needs and challenges of our clients through a comprehensive approach. Combining strength in building balanced portfolios with excellent knowledge of financial and tax planning we match your plan to your goals, priorities, and solutions. Each individual has a different philosophy on money, charity, estate planning and it is important that we understand you! Supported by the vast resources of RBC DS, Canada’s leading full-service investment firm we have the resources and expertise to provide you with a comprehensive wealth management strategy.
How we can help you:
The success of de Groot Wealth Management has been built on the pillars of honesty, compassion, integrity, and knowledge. We have learned to meet, and strive to exceed, client's expectations by understanding your personal and professional goals.
If you are seeking outstanding, individualized portfolio management, and comprehensive wealth management we would be pleased to discuss how we can put our experience and investment philosophy to work for you.
Who we work with:
Our clients come from all walks of life and include people with extensive diversity of investment goals and priorities. As you move through life and achieve your own goals you may find your financial situation becomes increasingly intricate. When you reach this stage de Groot Wealth Management is here for you.
As a Certified Professional Consultant on Aging Elizabeth specializes in helping retirees and pre-retirees achieve an income stream to fully maximize their retirement years. Elizabeth can help
- Preserve your wealth
- Plan for upcoming life events
- Increase your after-tax income and maintain your retirement lifestyle
- Work with you to establish an estate plan
- And much more
Understanding our own challenges enables us to appreciate the challenges we all face.