At Bradley Wealth Group, we empower high-achievers—business owners, healthcare professionals, professional athletes, and seasoned executives—to maximize their financial success. Whether you're planning for retirement, building a legacy, or optimizing your investments, our team collaborates with RBC specialists and leverages institutional tools to deliver tailored solutions that align your vision with a secure, dynamic financial future.
At the heart of our practice is a focused team that works together to deliver the personalized attention and discretion our clients expect.
Your financial journey deserves more than a one-size-fits-all approach. We offer customized wealth strategies that help you protect what you've built and grow for what's next.
“Where are we now? And where are we going?” is the foundation to our process.
We begin by understanding your story, goals, and concerns. Together, we assess your current financial position (assets, liabilities, tax) and define your future aspirations.
Review and approve your personalized wealth strategy, then sign the appropriate RBC Dominion Securities account opening documents to begin the process.
Financial & Investment: We will work with one of our highly skilled Financial Planners to make sure we are optimizing all aspects of the wealth management process.
Estate & Legacy: Secure your legacy with tailored estate strategies. After a review with an RBC Will & Estate consultant, we'll optimize after-tax value, integrate insurance solutions, and collaborate with your legal team to protect wealth for future generations.
Partnerships: We'll work with your trusted advisors (legal, tax) to ensure seamless plan execution.
We continuously refine your financial strategy to navigate life’s changes—career shifts, inheritances, or unexpected expenses. Regular portfolio reviews ensure your plan stays aligned with your evolving goals and vision.
Professional hockey players face demanding schedules that leave little time for managing their wealth. Our experienced team collaborates with your agency to minimize outside distractions, offering tailored strategies and exceptional service. With firsthand experience, George understands players' unique challenges and the importance of a dedicated point of contact for your finances and investments.
Medical professionals face unique financial challenges. Our tailored advice provides peace of mind for you, your family, and practice. We assess your current financial position and future goals to build a personalized plan, simplifying your finances with customized solutions. Discover our comprehensive services designed to address your specific needs.
Whether you’re already a business owner or thinking of becoming one, the decisions you make may have far-reaching impacts, not only for your business, but for you and your family as well. The Business Owner's Guide to Wealth Management follows the life cycle of a business, exploring 10 key decisions for wherever you may be on your business ownership journey.
When you are responsible for $1 million or more in assets, there are some unique financial planning issues and strategies that you should consider. In our Family Wealth Management guide, we highlight 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.