At the Buchanan Group, we believe life's pivotal moments deserve a wealth strategy as unique as you are. We partner with you to uncover your goals, dreams, and aspirations—then craft a personalized financial plan designed to help you succeed in every aspect of your life.
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
We don't start with products or portfolios—we start with you. We take time to understand your goals, concerns, timeline, and what financial success actually means in your life. The better we know you, the better we can serve you.
Based on what we've learned, we create a comprehensive strategy designed specifically for your situation. One that addresses not just investments, but taxes, protection, legacy, and major life decisions. A plan you can trust and feel confident about.
We handle the complexity so you don't have to. Regular reviews, proactive adjustments, steady guidance through market ups and downs, and always keeping your best interests first. You get to focus on living while we focus on your wealth.
At the Buchanan Group, we believe success is about more than building wealth—it's about making a positive impact. Our team is actively involved in supporting causes we care about, from local community initiatives to national charitable organizations. We volunteer our time, share our expertise, and contribute financially to organizations that align with our values. Because when our clients succeed, we have the privilege and responsibility to help our communities thrive too.
"When Bob started working with RBC Dominion Securities, he was able to offer our family a more diversified approach to our investments."
– Serge and Sheila | Rodney, Ontario
"He gets to know his clients well and routinely shares insights about what’s happening in the world, how it’s affecting the markets and why he’s investing the way he is."
– Randy and Rebecca | Strathroy, Ontario
"The team has always treated me well and has made it possible for me to maintain a lifestyle I enjoy and help my kids when necessary."
– Keith T. | Forest, Ontario
Our firm may be based out of the city, but don’t let the suits fool you. Our family roots are from the country and we spent years living and working in rural southwestern Ontario. We understand that our rural clients have specific needs.
Given our family histories and our own experience growing up and working in agriculture, we have a unique understanding of the challenges our rural clients face.
Our first step is to come to visit you onsite. We’d love a tour of your business and to sit at your kitchen table for a coffee to discuss your financial well-being.
Clients often call us for advice and money management after they’ve made the largest transaction of their lives – sold their farm, sold another business or retired with a significant pension. We’re the call you make after you've made the decision to make the transition. Then our role is to protect that money and put it to work for you so that you can have a steady income to enjoy retirement.

Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
How planning for tomorrow – today – can help your estate aspirations
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Summary of the important dates and tax information required for your annual tax return
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.