Guiding you to your goals
The path to financial success is rarely straightforward – but our team at Reynar Wealth Management Group is dedicated to helping you navigate through it all. Whether you’re planning for retirement, growing your family’s wealth, or looking to leave a lasting legacy, we’ll work with you to craft a customized roadmap that’s personal, intentional, and built to stand the test of time.
Empowering you with expert guidance
Our team believes that trust and responsiveness are the cornerstones of exceptional wealth management. We take pride in being a dedicated resource for all your financial needs, and aim to always provide you with timely, thoughtful advice.
Sean Reynar
Aidan Keane
Robin Joe
Cydnee Yaremus
Lisa Leibel
Our approach
A personalized, tailored approach
Our team focuses on taking the time to understand where you are today – and where you hope to go in the future. From there, we craft a personalized roadmap that addresses your needs and sets you on a clear path toward your desired destination.
When you work with Reynar Wealth Management Group, you benefit from:
Complete customization
We design strategies tailored to your personal objectives and have the experience and skills necessary to handle a variety of needs.
Holistic planning
We consider every angle – including investments, taxes, retirement, and more – and ensure all members of the family are included in the conversation.
Trusted partnerships
We leverage our vast professional network to seamlessly connect you to legal, tax, and financial experts across RBC and beyond.
Next-generation education
We equip the next generation with the tools and resources they need to make wealth decisions with confidence.
Dedicated to long-term growth
Our investment philosophy focuses on agility, quality, and protection – traits that help ensure your portfolio adapts to changing market conditions while also preserving your capital.
Actively managed
Through a discretionary management approach, our team handles the day-to-day decisions on your behalf – an agile framework that allows us to respond quickly to changing market conditions.
Quality focused
At the core of everything we do is a focus on quality. Our team works to select strong, reliable investments that are diversified across asset classes and have a proven track record of success.
Protection oriented
Above all else, our team works to protect your hard-earned wealth through dedicated risk mitigation strategies and tailored portfolios that are structured to target consistent, steady returns.
Our clients
Focused on your financial future
Whether you're just beginning your career, enjoying your retirement years, or somewhere in the middle, we've got a personalized strategy to help you achieve your goals – and so much more.
Our team specializes in working with executives with complex financial portfolios, helping them to diversify assets, manage concentrated positions, and optimize their earnings.
With a focus on next-generation education and the development of healthy financial habits, we partner with multigenerational families to help them build a legacy that lasts for years to come.
We understand that peace of mind is a top priority for retirees – that’s why we focus on designing personalized strategies that prioritize income stability and future wealth preservation.
From succession planning to tax-efficient growth strategies, we support business owners with a comprehensive approach that aligns their personal and business wealth needs.
Supporting you wherever you are
Our team proudly works with clients from coast to coast, as well as those with cross-border ties. Contact us today to discover how we can help.
Insights
Every financial journey begins with a destination in mind. What’s yours?
Email:sean.reynar@rbc.com
Phone:403-299-7044