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 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.


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