Bringing you closer to financial freedom

As your local advisory group in the Headwaters, Guelph and Caledon regions, Roud Private Wealth Management offers you a comprehensive wealth management approach tailored to your unique needs. Our team of tax, estate, insurance and business owner planning specialists are dedicated to providing you with all the expert advice you need. Together, we can help you enjoy your wealth today while feeling confident and secure in your financial future.

We can help you build and protect your wealth with a range of services and specialists available to you at RBC Wealth Management including:

  • Inter-generational wealth planning and creating a legacy
  • Tax minimization strategies
  • Insurance solutions
  • Converting your wealth into an income stream
  • Long-term wealth planning 
  • Accumulating wealth and growing your assets
  • Philanthropic legacy planning 

Contact us today at (519) 822-2113 or Steve.Roud@rbc.com. We’re here for you with strategic, prudent guidance and a collaborative team-based approach committed to helping you achieve financial freedom.

Steve Roud Private Wealth Management Blog

Read our most recent blog posts below, or click here to view our complete blog library by date or topic.

 

Recent Posts

Let’s talk tax!

Introduction to income tax in Canada

A crisis for a few banks is not a banking crisis

Several factors distinguish the recent turmoil from the 2008–09 crisis. We discuss U.S. policymakers’ current approach, and the risks for investors in U.S. banks.

Will the market volatility that came in like a lion go out like a lamb?

We look at the implications of the Fed’s latest rate hike and whether broad market volatility brought on by the banking stress can continue to fade.

Join our mailing list

Would you like to hear more from us? Join our mailing list today!
Subscribe now.

*Required fields

Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields