As your families and day-to-day lives evolve, so do your financial needs. Greg Southgate and his team have been helping guide the financial decisions of individuals, families, businesses, and foundations for the past 30 years. Our multi-generational client relationships are founded upon the principles of trust, transparency, and integrity. Our goal is to provide financial peace of mind for all of our clients. Engaging the many resources at RBC, we look to create a customized Wealth Plan that will complement your lifestyle, and reflects your values and goals to ensure that you can maximize your time enjoying the legacy that you have worked hard to build.
