Working together to optimize your hard-earned wealth
At Lonsdale, Nozari & Andrews Private Wealth, we believe that there’s nothing more valuable than your peace of mind. Leveraging the vast resources that RBC offers, we take care of your well-being – financial and otherwise – so you can focus on what matters most.
Who we are
Where expert meets exceptional
Our team is happiest when we’re sharing in each other’s successes – and that includes you, as well. We view our clients as our family, and take genuine pleasure in seeing each and every one of them thrive.
Jason Lonsdale
Ali Nozari
Jarad Andrews
Elizabeth Vasey
Carly Webb
An integrated banking experience
We collaborate with an exceptional team of RBC banking specialists to provide sophisticated banking, credit, and cash management solutions that meet your complex wealth needs.
Our process
Explore the possibilities of your wealth
Backed by the best-in-class resources of RBC Wealth Management and strengthened by our diverse, experienced team, we work tirelessly to serve your wealth in its entirety.
LNA Wealth Management Process
Your current wealth picture
Our team will undergo a collaborative and encompassing discussion with you, with the goal of fully understanding your immediate needs and your financial priorities up until this point.
Setting goals for the path forward
In collaboration with you, our team will review your needs and goals and put in place an adaptable and fully customizable road map.
Putting your plan in action
As we begin to optimize your road map and achieve your goals, we’ll loop in our trusted partners in financial planning, Wills and estates, business development, and private banking.
Customizing your wealth management solutions
Working with you, your family, and your professional team, we’ll create and implement a framework to help you reach your personal investment and wealth goals.
Staying focused and adjusting to events
Our team will meet with you in a structured and regular manner to ensure your wealth program meets and adapts to your ongoing goals and circumstances. You’ll also receive regular communications from our relationship management team on market news, client focused events, and resources for your tax and legal teams.
Our clients
Individualized solutions, exceptional results
Through our dedicated approach, we’ve helped hundreds of individuals and households with complex financial needs thrive – and we’re looking forward to working with many more. All of our clients benefit from personalized service, individualized portfolios, financial education, and so much more.
Business professionals
You are actively growing your wealth through multiple ventures, with savings in both your personal and corporate accounts. Your life has been dedicated to both your work and your family, leaving you with limited time to manage your investment portfolio.
You are:
- Unhappy with the time required to manage your finances
- Concerned about the risk of financial loss
- Worried about the ability of your children to manage wealth
- Focused on growing and keeping your business viable and profitable
We offer:
- Business succession planning utilizing a multidisciplinary advising solution
- Professionally managed portfolios, tailored to individual mandates while optimizing tax efficiency
- Access to a wide network of professionals, including lawyers and accountants
- Education programs for the next generation
- Regular information meetings, at a frequency determined by you
- Education and guidance on financial matters
- Easy-to-read, consolidated, and detailed reporting
- Facilitation of the consolidation of investments and assets
Resources
Empowering and educating you
Take a look at our curated library of wealth guides and resources – and don’t hesitate to reach out to our team if you have any questions.
Access your account
Check your latest account information and important documents via our secure RBC Wealth Management portal.
View the markets
Discover the latest market information, get real-time stock prices, and create “watchlists” with ease.
See the latest insights
Our monthly Global Insight report includes the latest information from industry leaders across RBC Wealth Management.
Our top guides
Tax reporting guide
Discover important dates and the tax information needed to prepare your annual tax return.
Family wealth guide
Protect your assets, reduce taxes, plan for retirement, and maximize your estate with these 10 strategies.
Estate planning guide
Reduce the expenses of an estate, simplify the transition of assets to your beneficiaries, and ensure your wealth stays protected.
Business owner’s guide
Key considerations for business owners looking to grow, sell, and maintain their business.
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