Build. Protect. Enjoy.
At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.
Build
Building a wealth strategy as unique as you are
Our team knows that no two clients are alike – each brings their own hopes, dreams, and fears to the table. That’s why we focus our efforts on building a wealth strategy as unique as you are, one that helps you adapt to the future and create a lasting legacy.
Wealth management
A truly personalized approach to wealth management puts your needs, goals, and priorities first. We take the time to understand what’s important to you, create an actionable plan that encompasses all facets of your wealth, and walk with you every step of the way.
Financial planning
We uncover your short- and long-term goals and provide tailored strategies to help you achieve them, regularly reviewing the plan as your needs evolve.
Wills & estate planning
We help you define your legacy according to your wishes, protect your estate, and ease the transition of wealth for the benefit of future generations.
Business planning
We help you overcome challenges and capitalize on opportunities at every stage in the life cycle of your business, from risk mitigation to succession and more.
Risk management
We offer sophisticated, tax-efficient advice regarding the protection of your most valuable assets so that you can live your best life with true peace of mind.
Investment management
Combined with our responsible investing philosophy, we offer exclusive benefits through Private Investment Management – RBC’s industry-leading investment platform – to ensure you have the freedom to focus on what matters most: living your best life.
Personal relationship with your portfolio manager
Delegate the important day-to-day responsibilities of investing to a trusted, experienced, and caring portfolio manager held to the highest standards.
Investment decisions aligned to your unique goals
Work with your personal portfolio manager to create a truly customized investment portfolio that reflects your values, growth requirements, income needs, and more.
Access to industry-leading research
Get access to industry-leading research from senior economists, portfolio strategists, and research analysts from across RBC and beyond.
Regular reviews and consistent communication
Enjoy regular, up-to-date reviews of your portfolio that ensure your investments are being managed with the highest standards of ethics at every step.
Protect
Protecting your future through conscious investing
We don’t stop at simply building your wealth – we seek ways to protect it, now and in the future. That’s why responsible investing (RI) remains an integral part of our philosophy, incorporating environmental, social, and governance (ESG) strategies into your investment portfolio that are fundamentally aligned to your values and the betterment of our world.
Values-driven investment strategies
We believe how you invest your money should reflect what you believe – that’s why we never lose sight of your values in every decision we make.
ESG portfolio integration
We incorporate environmental, social, and governance (ESG) strategies to carefully evaluate companies on how they affect our communities and society at large.
Targeted approach
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
Thematic choices
For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.
Impact investing
Every portfolio has an impact – we make sure yours has a positive one by prioritizing your passions and causes to make a meaningful difference.
Transparent and regular reporting
Clear communication is key to helping you live your best life – worry free. To that end, we ensure that you’re updated consistently with measurable results.
As the only certified Responsible Investment (RI) Advisor in the Tri-Cities, Ryan is uniquely equipped to protect our clients’ wealth today while ensuring they have a positive impact on our world tomorrow.
Enjoy
Helping you live your best life
Over the course of many years, our team has been fortunate enough to support numerous clients as they achieve their short- and long-term goals by advocating for their success. Part of that meaningful work involves client events where we aim to help you improve financial literacy, gain peace of mind, and live your best life. We invite you to find our upcoming events below.
“Ryan demonstrates a vision in providing clients with the best possible advice while dedicating his personal time to community initiatives. With his focus on responsible investing, I’m very pleased to see Ryan build a business and I’m confident in the value he will be offering to his clients.”
—David Agnew, CEO, RBC Wealth Management Canada
In the community
On July 10, 2024, Edgington Wealth was the presenting sponsor for the Night from Nashville Concert in support of the Eagle Ridge Hospital Foundation. We were honoured to support an event that champions a great cause and promotes community engagement through a memorable and impactful experience.
Edgington Wealth is a proud supporter of the BC Women’s Health Foundation. Our team attended the 23rd annual Illuminations Luncheon, which raises funds to finance research awards through the Women’s Health Research Institute. These catalyst awards provide a launch-pad for the brightest minds and most cutting edge ideas to improve care and change lives of women for decades to come.
Client Events
Events coming soon...
Our team
Advocates for your success
As a team of wealth specialists with decades of financial services experience, we know that true financial peace of mind can only be attained when the right support system is in place. That’s why we leverage our expertise, skills, and resources for your benefit, acting as advocates for your success by supporting, helping, and challenging you to live your best life each and every day.
Ryan Edgington
Heather Wheaton
Scott Hughes
Diba Mofidi Naeini
Bonnie Liu
Nancy Wong
Marina Poole
Mohamed Ali
Carly Westerterp
Ashley Edgington
Our partners
Your extended team of wealth specialists
As a supplement to our team’s expertise, we provide unparalleled access to industry-leading wealth specialists in all facets of your wealth, from financial planning to RBC Private Banking and beyond.
Simi Dosanjh
Jessie Thind
Zora Booker
Darren Bank
Cheryl Johnson-Engmann
Phylicia Rye
RBC Commercial Banking
Depending on your business needs, we can connect you to our partners at Commercial Banking who offer customized strategies for commercial mortgages, business financing, employee services, and more.
RBC Private Banking
We can connect you to your own private banker to create holistic strategies to meet your personal wealth management needs, from cash management to cross-border banking and beyond.
Insights
Want to live your best life today and secure your legacy for tomorrow?
Discover what our forward-thinking team can do for you.
Email: edgingtonwealth@rbc.com
Phone: (604) 257-7478
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