Eric Grundy, MBA
Investment Advisor
"I became the advisor I always needed – and I built this practice to pay it forward."
Far from ordinary, our clients are creating something significant – a family, a career, an impact on their community. In choosing to partner with us, you are choosing a higher standard and a team committed to giving you more. Backed by RBC's deep network of specialists, your goals become our priority, and together, we build the life you want.
Let us be your first call.
About You
Retirees & Pre-Retirees
Retirement planning raises important questions that you need answered. Let us work with you to build an official retirement plan that gives you the income you need while lowering your tax bill. Great retirements do not happen by accident, and we want you to get the most out of everything you have built.
Corporate Professionals
Managing your wealth should not feel like your second full-time job. And with so much on the go, it is easy to lose sight of the larger financial picture. Let us help you stay on top of what matters with a detailed plan and investment portfolio that fits your life.
Business Owners
We specialize in helping private business owners grow their company and their wealth. Working alongside our network of specialists, we support every stage - from providing growth capital, to tax and compensation strategies, to succession planning and a well-designed exit.
Special Situations
Second Opinion
Some financial choices cannot be undone, and getting them wrong carries real risk. Reach out for a confidential second opinion. Our promise is simple: you get peace of mind knowing your current strategy is a good one - or fresh ideas to make it stronger. Either way, you will move forward with confidence.
Divorced or Widowed
In moments of change, the last thing you want to think about is paperwork and planning. Let us help you move forward with confidence. If you would like to share your story and talk about where you need support, please get in touch - we are always here to help.
Aging Parents
Being there for your parents as they get older - on top of managing a career and caring for your own family - will stretch you thin. In partnership with our network of experts, we will help you find the right balance to ensure each generation is properly cared for.
About Us
Our Process
Planning for Today. Preparing for Tomorrow. Paying it Forward.
Our Approach
Planning for Today
This is your financial foundation. We make sure you have the right mix of cash, borrowing room, and flexibility to keep your life running smoothly - even when the unexpected happens. It is about creating peace of mind and knowing you can handle life’s curveballs without disturbing your long-term investments.
Preparing for Tomorrow
With a foundation in place, we focus on building lasting wealth. Whether you are thinking about what retirement could look like - or simply want the freedom to choose how to spend your time - we will use your financial plan to organize your investments in a way that supports your lifestyle and your goals, allowing you to live with confidence.
Paying it Forward
Thirdly, we focus on creating lasting impact where your values and wealth can carry-on far into the future, whether it is supporting family, mentoring the next generation, or championing a cause close to home. With smart, tax-aware planning, a legacy is created that puts meaning behind your money for generations to come.
Our Investment Philosophy
Good investing does not have to be complicated, but it should be guided by a plan and clear principles. Our investment philosophy drives consistent decision-making through a range of market environments.
- We diversify across geographies, managers, and sectors, because we believe serious wealth is not built on a single bet
- We leverage RBC's institutional-grade capabilities to gain access to opportunities otherwise reserved for the world's largest investors
- We focus on cost by combining broad-based solutions with proven, alpha-generating strategies
- We think about taxes - a lot! - not just a year-end, but in every recommendation we make
The result is an investment portfolio and experience you can be proud of - built around your life and the future you want to create.