Greg Southgate
Senior Investment Advisor
Wealth management solutions designed for you
As your families and day-to-day lives evolve, so do your financial needs. Greg Southgate and his team have been helping guide the financial decisions of individuals, families, businesses, and foundations for the past 30 years. Our multi-generational client relationships are founded upon the principles of trust, transparency, and integrity.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
Southgate Wealth Management's process has four key elements to reduce volatility and grow capital over the long term:
Continually update our forecast regarding the global economic outlook
Structure your portfolio to fit you and your family's needs and manage risk while adhering to your unique constraints and objectives
Choose investments for proven success characteristics
Articulate a "sell discipline" to mitigate unnessecssary risk
How we do it
At Southgate Wealth Management, we have the distinct advantage over our peers of being able to address Tax Planning strategies, Risk Management, Financial Planning and Wills and Estate Planning as well as Private Banking and Credit services. By working together with your existing advisors, our team is able to go further in addressing all areas of comprehensive Wealth Management.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.