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Partridge Wealth Management of RBC Dominion Securities is a dynamic team of experienced wealth management professionals that have provided exemplary wealth management advice to individuals, families and corporations since 1970. Peter Partridge and his team provide custom tailored financial planning solutions for their clients. Over 65 years of combined industry experience on the team is further backed by the unparalleled support of specialists at RBC Wealth Management.
Our comprehensive approach to wealth management encompasses financial planning, investment management, tax minimization, wealth protection, insurance and estate planning.
Partridge Wealth Management was formed by Peter Partridge Sr. in February 1970 and his son, Peter joined the firm in 1998. They worked together for 20 years until Peter Sr.’s sudden passing in October 2018. Peter continues to lead the team today.
The business has changed so much since Peter Sr. first started, however the conservative investment philosophy has not. Today, we offer our select group of clients full financial planning and wealth management strategies and services. We fully understand the needs of successful families and help to protect their legacy and ensure a smooth transition to the next generation.
Our dynamic, well-rounded team has a deep connection to the Niagara region through community involvement. We are fully committed to building lasting relationships with those who turn to us for advice, and we believe that integrating your life goals with appropriate wealth management strategies produces the best possible results.
Senior Portfolio Manager and Wealth Advisor
Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.
The significant risk that tariffs pose to Canada’s economy casts a potentially dark shadow over the housing market.
Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.