Our team recognizes that life is filled with big moments: the birth of a child, the founding of a business, the movement into retirement, and so much more. These moments have the potential to redirect your priorities, shift your perspectives, and add a new level of complexity to your financial life. That’s where we come in. Working with business owners, farmers, and professionals from Southwest Saskatchewan and beyond, we draw on decades of experience to help you simplify complexity and make the most of the moments that matter.
Who we are
A small-town practice backed by the resources of one of Canada’s largest banks by market capitalization, our highly experienced team offers dependable support and honest guidance to address the complex needs of business owners, farmers, and retirees.
Kevin Patenaude
Rhett Carlson
Christina Switzer
Quinn Patenaude
What we value
Hailing from communities where a handshake is a promise and respect is earned, not given, we stick to a set of core values that guide every decision we make and every relationship we form.
Integrity
We will always do what’s right for our clients and their families above all else.
Dependability
We will be there for you through every challenge and opportunity you may face.
Trust
We will instill true confidence and peace of mind through hard work and passion.
What we do
From helping your farm flourish to securing a well-deserved retirement, we offer a range of specialized wealth and investment services to simplify complexity and capitalize on opportunities.
Wealth management
Our straightforward process
From start to finish, our process couldn’t be simpler: We work closely with our partners to discover your end goals, recommend solutions to help you achieve them, and implement your plan with ease and efficiency—giving our best efforts for your best interests.
Discover
We seek to discover the purpose of your money, your ideal time horizon, and the end goals of you, your family, and your business.
Recommend
We recommend a personalized plan based on your unique preferences to help you accomplish your short- and long-term objectives.
Implement
We collaborate with our network of wealth partners to implement your personalized plan and ensure alignment moving forward.
Our plan-based services
Wherever you are and whatever you hope to achieve, we believe planning is foundational to your success. With that in mind, we offer plan-based services to address a range of needs, from financial planning to retirement planning and everything in between.
Financial planning
From clarifying your vision to outlining your short- and long-term goals, we’ll help put a personalized plan in place to bring it all to life.
Business owner planning
From starting and growing a business to selling one, we’ll help simplify complexity by providing clear next steps towards your goals.
Will & estate planning
From protecting your assets to securing your legacy, we’ll help you define your unique wishes and ensure they’re carried out with ease.
Tax planning
From minimizing your tax burden to incorporating tax-efficient strategies, we’ll help you make the most of your hard-earned wealth.
Insurance planning
From offering unique strategies to personalized solutions, we’ll help you overcome challenges and capitalize on opportunities.
Retirement planning
From creating a savings strategy to boosting your retirement income, we’ll help you enjoy the next chapter with peace of mind.
Investment management
Our investment principles
Drawing on invaluable life experiences, decades of professional growth, and a track record of client success, we’ve solidified three key investment principles that we always keep top of mind when making decisions on your behalf. These include:
Think long term
We always keep in mind your end goals and refuse to be swayed by the inevitable ups and downs of the markets or get-rich-quick schemes.
Focus on quality
We focus our attention on identifying strong businesses with sound fundamentals and a proven track record of long-term performance.
Stay risk aware
We never lose sight of the responsibility we have to manage your money with skill, thoughtfulness, and an awareness of potential risks.
Our managed money approach
Leveraging A+, one of RBC’s premium investment platforms, we take a managed money approach to investing that enables us to focus our attention on building our relationships while striving to build your wealth. Some of the key benefits of our approach include a portfolio that is:
Hand-picked
We hand-pick highly experienced money managers to manage segments of your portfolio with the highest level of thought and care.
Custom-tailored
We make sure the solutions we provide and the strategies we employ are always personalized to your specific needs and long-term goals.
Up-to-date
We manage your portfolio proactively and make strategic updates that align with your changing needs, goals, and life circumstances.
Who we serve
Business owners & professionals
Building, growing, and selling a business each come with their own unique challenges and complexities. Drawing on our in-house experience and the knowledge of our world-class partners, we’ll work with you to uncover opportunities to simplify your financial life and clarify the path forward.
Farmers & tradespeople
We know that your work is more than just a job—it’s a way of life. With that in mind, we’ll work closely with you to help your farm or career flourish, providing access to a range of agricultural and trade-specific strategies to help protect what you’ve built today and help you build a legacy for tomorrow.
Pre-retirees & retirees
Whether you’re preparing for retirement or have already started the next chapter, our team understands the ins and outs of savings strategies, long-term planning, and more—tailoring our recommendations to your specific values, short-term needs, and long-term goals.
Insights
Patenaude Family Wealth of RBC Dominion Securities
Email:quinn.patenaude@rbc.com
Phone:306-773-3854