Rooted in the Niagara region
For more than 50 years, Partridge Family Wealth has been a trusted financial partner to our fellow Niagara locals—helping them protect what they’ve built, grow towards their goals, and make informed decisions every step of the way. From planning for a comfortable retirement to navigating a major transition or transferring wealth to the next generation, we’re here with thoughtful guidance and dependable support that leaves you feeling confident, well cared for, and ready for whatever comes next.
Working together to get it right
We’ve always believed that one of our greatest strengths is how well we work together. Each of us—including our extended network of partners—brings different skills to the table, but we’re united by our trust in one another and shared commitment to doing right by our clients. Whether we’re building your plan, reviewing your portfolio, or dealing with one of life’s unexpected turns, we take pride in addressing every detail, and doing it as a team.
Peter W. Partridge
Melanie Czeban
Debbie Warren
Whether we’re working with a client or giving back to the community, our goal is always to leave things meaningfully better than we found them.
—Peter W. Partridge, Senior Portfolio Manager & Wealth Advisor
TAILORED APPROACH
Big picture thinking, detail-driven care
Your financial life is about more than returns or retirement income—it’s about the choices you make every day and how they move you towards your goals. Our holistic and detail-oriented approach helps you define your vision for the future, then ensures each element of your finances supports it. By combining personalized planning, disciplined investing, and expert oversight, we’ll chart a clear path forward and offer thoughtful guidance at every step.
Wealth management
Planning with purpose
We start by listening, because the only way to build a plan that truly works is to understand what matters most to you. Then we create a customized strategy that connects every part of your wealth picture to your hopes for the future—from tax-efficient estate planning to business transitions, charitable giving, and beyond.
While every plan we shape is unique, they all share four key characteristics:
Comprehensive
Comprehensive
We take every aspect of your life into consideration—from immediate priorities to future goals and final wishes—and make sure your finances support the full picture.
Collaborative
Collaborative
We work closely with you, your family, your lawyers and accountants, and our RBC partners to ensure every piece fits together with expert precision.
Personal
Personal
No two families we work with are the same, so no two plans are either. We take the time to understand what matters most then construct a custom strategy around it.
Measurable
Measurable
We create a clear plan with well-defined steps and projections—so you can see where you’re headed, keep track of your progress, and adjust as life evolves.
Portfolio management
Investing with intention
Once your plan is in place, we design an investment portfolio to match—one that protects your wealth and grows it steadily without exposing you to any unnecessary risk. Grounded in expert insight and reviewed regularly, your portfolio is built to reduce stress and generate the returns you need to achieve your goals.
Whatever your goals may be, these four fundamentals guide how we invest on your behalf:
Conservative
Conservative
We prioritize consistent growth and capital preservation over chasing risky short-term returns.
Transparent
Transparent
You’ll always understand what you own, what it costs, and how it contributes to the bigger picture.
Research-backed
Research-backed
Our decisions are grounded in disciplined analysis and guided by RBC’s leading resources and expertise.
Responsive
Responsive
We review and adjust your portfolio regularly to reflect shifts in the market and changes in your life.
TANGIBLE IMPACT
Showing up for the place we call home
Community is at the heart of everything we do. We’ve spent decades living and working in Niagara and have always considered it an honour and privilege to support the people and organizations that make this place so special. Whether we’re sitting on a board, sponsoring a local event, pitching in hands-on, or cheering from the sidelines, giving back is a core part of how we show up.
Causes we proudly support
FirstOntario Performing Arts Centre
Peter serves on the board of the FirstOntario Performing Arts Centre, continuing his family’s legacy of championing the arts in St. Catharines—which included a transformative $1,000,000 donation to the venue in 2013. From major fundraising efforts to regularly attending shows, he and the team are committed to supporting local culture and community events in this important space.
Pictured: Poppy Gilliam, Peter Partridge, Peter Partridge Sr., Janet Partridge, John Partridge, and Mayor Brian McMullan
Niagara Community Foundation
For over two decades, the Partridges have been dedicated supporters of the Niagara Community Foundation. Since 2005, Peter has chaired the foundation’s community fund, and that same year, he and his wife Poppy created a family endowment that provides annual grants to local children’s charities—with a particular focus on helping kids grow, play, and connect through sport.
Pictured: Poppy Gilliam, Chase Partridge, and Peter Partridge
United Way Niagara
From 2009 to 2020, Peter played a central role in helping United Way Niagara expand its reach and impact—serving as Chair of the Board for several years, spearheading major fundraising efforts, and helping guide the organization through a regional transformation. Today, he remains committed to supporting its mission of improving the quality of life for families in the area.
Pictured: Peter Partridge and Peter Partridge Sr.
PRACTICAL guides
Helpful tools to move you forward
Whether you’re planning ahead or making a timely decision, we want you to feel properly informed and fully supported so you can move forward with confidence. To start, we’ve curated a collection of helpful guides based on the kinds of conversations we have with clients every day. If you have questions about any of them or just want to talk something through, please reach out—we’d love to hear from you.
How to build and protect your family’s wealth
10 tips for paying less tax in retirement
Setting a charitable giving strategy
Retirement checklist
Estate planning guide
How to maintain your Will
Our story
Support that spans generations
Caring for others has always been part of my family’s DNA. My mom’s side ran the St. Catharines Standard for four generations and was dedicated to keeping our neighbours informed about the community. My dad, Peter Partridge Sr., started this practice in 1970 with a similar goal: to help those same people make informed financial decisions and feel good about the future.
Pictured: Peter Partridge and his dad, Peter Partridge Sr.
When the newspaper sold in the late ’90s, I decided to join my dad here at RBC Dominion Securities. Together, we shifted our focus from trading to the full-service approach we offer today. A lot has changed in that time, but our commitment to consistent, quality care has never wavered. I’m proud to carry on the legacy my dad started—working alongside a team that believes in those values and actively puts them into practice for the people we serve.
Pictured: Peter Partridge and extended family including his mom, Janet Partridge, his wife, Poppy Gilliam, and his sons, Chase and Daxx
Let’s build something that lasts
From thoughtful plans that guide you forward to legacies that live on for generations, we're here for it all.
Email:peter.w.partridge@rbc.com
Phone:905-988-5861