A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

Wealth Management Solutions Designed for You

At Rebecca Puddephatt Wealth Management, we pride ourselves 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, our 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.

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.