Hartle Wealth Management of RBC Dominion Securities
Personalized wealth management and financial strategies to help protect, grow and preserve your wealth.
Personalized financial guidance to meet your needs.
I provide personalized strategies to simplify complex financial decisions and help protect, grow and preserve your wealth. Backed by the strength of RBC Dominion Securities, my approach combines disciplined portfolio management with proactive planning to help bring you you clarity, confidence and long-term results.
Your trusted partner
We combine professional expertise with the strength of RBC Dominion Securities to deliver trusted advice and tailored strategies to bring you peace of mind and clarity.
A clear, structured approach to managing your wealth.
Our approach begins with understanding your goals and priorities. We then design tailored strategies to meet your specific needs.
What we do
We're here to help you achieve your financial goals, from building and preserving wealth to planning your legacy. We offer customized portfolio management and complex financial planning, including retirement, tax, estate, business-owner and charitable giving strategies. Backed by the full resources and multidisciplinary specialists of RBC, our approach delivers clarity and confidence at every stage of your financial journey.
How we do it
Putting clients first
Trust and accountability are the foundation of every relationship. We take the time to fully understand your goals, values, and circumstances before offering any advice. Our recommendations are always objective, transparent, and tailored to your unique needs.
Disciplined, evidence-based advice
We follow a structured, research-driven process to guide financial decision-making. Investment strategies are based on solid research and long-term fundamentals, not short-term market noise. The focus is on managing risk, optimizing tax efficiency, and building adaptable plans that evolve with your life over time.
Coordinated wealth management
Your financial life is complex and interconnected. We collaborate with your legal, tax, and business advisors to ensure alignment across all areas of your wealth. When needed, we can also introduce you to trusted professionals within our extended network to support a fully integrated planning experience.
Our Insights
Access timely insights, market perspectives and planning resources designed to help you make informed financial decisions. From articles and guides to expert commentary, our insights help provide clarity and confidence at every stage of your wealth journey.