Simone Renelli

Simone Renelli

Senior Portfolio Manager & Wealth Advisor

We combine decades of industry experience with our disciplined approach to help you get the most out of every hard-earned dollar

Working together. Working for you.

A team of proud Sudburians, Simone Renelli and his team thrive when those around us thrive. Whether we’re helping you save for a comfortable tomorrow or planning for future generations, we approach everything we do with the signature perseverance, grit, and determination of the community that raised us.

Working together to help you thrive

With deep expertise in economics and planning, Simone has over 25 years of industry experience. Backed by our incredible team of finance professionals, we’re here to help tackle even the most complex financial challenges.

Senior Portfolio Manager & Wealth Advisor

Matthew McGregor

Associate Advisor

Brandon Renelli

Associate

Valerie Vance

Administrative Assistant

Paulina Renelli

Client Experience Associate

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Wealth management

Peace of mind for today, tomorrow, and beyond

Think of Simone Renelli as your sounding board and your coach, providing guidance and advice every step of the way. Our four-step process allows you to rest assured, knowing that your wealth is in good hands.

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Consultation

We start by understanding your financial needs and goals, your aspirations for the future, and your profile as an individual. Only then can we begin constructing a distinct and complete wealth strategy for you.

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Analysis

Leaning on his respective background in economics, as well as decades of experience, Simone works to develop the optimal wealth management solutions for you.

Collaboration

We loop in our team of RBC specialists to help you gain clarity and control in all aspects of your life – from estate planning to tax services and more.

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Maintenance

“Set it and forget it” isn’t part of our vocabulary. We’ll conduct regular reviews with you to ensure that your wealth management strategy continues to align with your needs.

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Investments

A disciplined approach. A customized solution.

We understand the importance of protecting your wealth through changing market conditions. That’s why we use tactical decision-making and risk mitigation strategies in everything we do, backed by our tried and true portfolio composition.

Dynamic

The market isn’t stagnant, and your portfolio shouldn’t be, either. Simone constantly has their fingers on the pulse, monitoring the latest trends and making adjustments as needed.

Customized

Your portfolio is tailored to your long-term goals and personal risk tolerance, and diversified across all asset classes and geographies. We’ll also take into account your holding preferences, such as companies that follow ESG principles.

Disciplined

We’re not in the business of taking unnecessary risks with your hard-earned money. We focus on dividend-paying companies that are statistically proven to perform well through all market cycles.