Simplified solutions for your complex financial needs
At Greenwald Wealth Management, we know your finances can get complicated. Let us show you they don’t have to stay that way. In partnering with us, you’ll become educated, equipped, and empowered to take ownership of your wealth and simplify it for the long term. After all, the success of your financial future depends on it.
Our team
From humble beginnings to innovating for the future
Lorne Greenwald started his career at RBC Dominion Securities in the mid-1990s with a clear mission: simplify client financial needs to help them better prepare for the future. Through hard work, integrity, and genuine care, Lorne and Gillian, associate wealth advisor, laid the foundation for what would soon become one of RBC’s top wealth management teams in the country.
In 2014, after practising corporate law at one of the country’s top law firms and building his own book of business in the wealth management industry, Jonathan Greenwald joined Lorne at Greenwald Wealth Management.
Today, as the leader of the team, Jonathan carries forward the same drive and mission to serve and simplify with the ultimate goal of helping clients take ownership of their future for generations to come.
Jonathan Greenwald
Gillian Miller
Sean McDonald
Brandon Le
Our extended RBC partners
A well-rounded strategic approach to your wealth management requires an extended team of RBC partners at the top of their game. From business owner specialists to estate planners, we tap into the expertise of a wide range of industry specialists to deliver exceptional results for any wealth need. Some of our RBC partners are featured below.
Robyn Solnik
Ariel Guigui
Varsha Parray
Christopher O’Toole
Whatever you decide to do, do it with passion and all of the energy that you have.
—Mary Barra, Chair and CEO of General Motors
Our service
“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insights, or inside information. What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.”
—Warren Buffett, business magnate and investor
Getting you from A to Z in your financial journey
At Greenwald Wealth Management, we pride ourselves on helping you get from A to Z in your financial journey by delivering a strong, resilient, and stable investment framework today that sets you up for success tomorrow. Our process focuses on four key actions that define the core of our business and ensure the protection and growth of our clients’ wealth for generations to come.
Step 1
Putting our clients first, always
We understand that clients don’t care how much you know until they know how much you care. That’s why in every step, from onboarding to portfolio management, we treat every client as our extended family.
Step 2
Keeping things straightforward
We believe that the best investment strategies aren’t complicated or overly exciting – they simply get the job done. When you have questions, we’ll answer them, and when you have fears, we’ll help mitigate them.
Step 3
Playing the long game
We see the short term as unknowable but the long term as inevitable. We reject get-rich-quick schemes and rely on foundational strategies to grow your wealth, always considering how your decisions now impact your outcomes in future.
Step 4
Helping you own your future
We empower our clients to take ownership of their finances and encourage them to be engaged, while equipping them to own great businesses with a proven track record that pay dividends over time.
An unbiased appreciation of uncertainty is a cornerstone of rationality.
—Daniel Kahneman, Nobel Prize-winning economist
Our blog
Own Your Future™
Written by Jonathan Greenwald, our blog was designed to serve two key purposes: reinforce our long-term money management philosophies and offer you timely advice on wealth planning strategies. Our team recognizes the reality of behavioural economics that proves how emotions can drive many investors to make poor decisions with long-term consequences. But, by taking ownership of your future and educating yourself, you can learn to mitigate risks and capitalize on opportunities.
Our insights
A wealth of knowledge on wealth management
Explore insider commentary from our extended partners at RBC Dominion Securities. The curated list of articles below will allow you to take ownership of your financial education.
Educational guides
As part of RBC Dominion Securities, our team at Greenwald Wealth Management offers complimentary access to countless best-in-class educational resources that can help you better prepare to own your financial future. Select from a curated list of useful guides below.
Family wealth management
From comprehensive financial planning to business succession, learn 10 strategies to help build and protect your family’s wealth.
Business owner’s guide
When starting and running a business, it’s important to consider 10 key decisions that can greatly impact your finances moving forward.
Estate planning guide
Plan for tomorrow today with an estate plan to reduce expenses, while also simplifying and speeding the transition of assets to your beneficiaries.
Charitable giving guide
Find out how to properly support the causes and communities you care most deeply about while also ensuring all of your financial needs are met.
Retirement checklist
Retirement can be complicated, but our thorough checklist can help simplify it by helping you consider important strategies for maximizing income.
Handy financial planning facts
From maximum TFSA annual contribution limits to important personal tax deadlines, use this guide to keep your finances on track.
Someone’s sitting in the shade today because someone planted a tree a long time ago.
—Warren Buffett, business magnate and investor
Want to own your financial future?
The first step to owning your financial future is a conversation.
Email:greenwaldwealth@rbc.com
Phone:905-764-2151