Luke Chidgzey
Investment Advisor
Wealth Built Together
I believe that the best financial advice goes beyond generic recommendations. By combining more than a decade of industry experience with the collective knowledge of our professional team, we deliver personalized strategies designed specifically for business owners like you.
Professionals at your service
Leaning on industry experience, I help 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 I do
I've had the privilege of working alongside business owners who are serious about building wealth, protecting their assets, and planning for the future. I understand the unique financial challenges you face—from managing cash flow and tax optimization to succession planning and retirement strategy.
Running a business is demanding enough. That's why I've assembled a dedicated team of financial professionals who work collaboratively to provide comprehensive solutions tailored to your specific needs. Whether you require strategic tax planning, investment management, risk assessment, or estate planning, our team brings diverse expertise to the table.
How I 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.
Grow more than wealth
With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.