Joseph Sardo, BA, CFP, CIM
Senior Portfolio Manager & Wealth Advisor
Your family's wealth and legacy deserve more than advice. They deserve a true wealth partner.
We build deep, trusted relationships with our clients, delivering comprehensive, sophisticated wealth strategies with genuine care and unwavering expertise every step of the way. As your dedicated partner, we guide you through every phase of your wealth journey — today, tomorrow, and across generations.
Your Wealth Management Team
Behind every successful wealth strategy is a dedicated team of professionals who truly understand the complexities of family, business, and institutional wealth. We are experienced advisors, credentialed specialists, and strategic partners who live and breathe the financial realities of high-net-worth families, business owners, and institutions. Whether you're navigating significant transitions, protecting and growing your legacy, or celebrating major milestones, our team brings the depth of knowledge, advanced education, and professional accreditations needed to deliver tailored, sophisticated solutions. From today through generations to come — we’re here to guide, protect, and elevate every aspect of your wealth.
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
We design investment portfolios tailored to your current and future needs, using a disciplined process to keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes, or retirement planning, we customize solutions to your circumstances. Before recommending anything, we review your financial situation, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. We may also connect you with RBC specialists in insurance, estate planning, and business planning to ensure every financial need and life stage is planned for.
How we do it
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Investment Strategy
Your team of experts is well-versed in the financial intricacies of families, business owners, and institutions. Whether it be navigating challenges, planning your legacy, or even celebrating milestones, we have the experience, education, and accreditation to deliver specialized support for every aspect of your wealth.
We Work With
Business Owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Families
With a family-first approach and a savvy understanding of the impacts of business ownership, we focus on intergenerational wealth strategies that reflect your values, history, and unique needs.
Sports Professionals
Whether you’re a player or a performer, we’re here to make your life easy. From customized investment portfolios to cross-border financing, we’re committed to helping you build a solid financial foundation that lasts.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.