Dedicated to our clients, their dreams, and their financial futures
When you combine small-town care with industry-leading expertise, you get The Greenham Advisory Group – a passionate team of professionals who are dedicated to our clients and their overall financial well-being. Through in-depth conversations, meticulous research, careful planning, and collaboration with RBC’s network of industry specialists, we diligently craft comprehensive wealth and investment strategies to align your goals and set you on the path towards success.
Going above and beyond to realize your goals
Our ingredients to success have always been the people – the people we learn from and the talent we surround ourselves with. Our team makes a point of learning from our clients and from each other, and consistently strives to go above and beyond to help you achieve your goals. We openly offer our expertise and support for any concern you may have and work hard to honour the trust you place in our team, every day.
Cory Greenham
Simun Dugandzic
Jason Roy
Maueen Ali
Meagan Fernandes
What we do
Setting you and your family up for success
At The Greenham Advisory Group, we believe that our clients’ stories play a key role in the financial planning process. By learning more about who you are, what you value, and what you dream, we are better able to understand where you want your wealth to take you. Through in-depth financial planning, personalized investment strategies, and first-rate concierge services, our team works hard to provide you with the support and resources you need to align your goals and set you and your family up for success.
In-depth financial planning
As the foundation of your wealth framework, your financial plan informs our investment strategy and acts as a map towards your goals. By incorporating tax-efficient solutions, debt management strategies, business succession pathways, and legacy planning, our team provides a supportive and well-structured system that will reflect and adapt to your priorities as life goes on.
Personalized investment strategies
After formulating your financial plan, we’ll build a customized, goal-oriented portfolio centred around your needs, values, and aspirations. Our disciplined approach to active portfolio management, coupled with the resources available to us at one of Canada’s leading financial institutions, allows us to create tailored investment strategies that seek out opportunities for growth while mitigating risk.
First-rate concierge services
Our team’s mission is to solve problems for our clients – professionally, personally, or otherwise. Whether you need investment advice, business solutions, or a shoulder to lean on, we at The Greenham Advisory Group make sure that you have the information and support you need to take the next step forward.
Who we serve
Growing up in a small town, your word and reputation were paramount. If someone places their trust in you and their financial future in your hands, there needs to be an unrelenting accountability in how you continue to earn that trust, each and every day.
—Cory Greenham
Blue-collar business owners and entrepreneurs
Hailing from a small community that championed hard work, trust, integrity, and accountability, we’ve made it our goal to help entrepreneurs of all kinds find financial fulfilment and peace of mind. We understand what it takes to build, manage, and grow a business and the level of passion, planning, and work involved. You’ve done all the hard work to get to where you are now – let our team help you move into the next phase of your journey, whether it be raising the bar with your business or leaving a legacy that will last for generations.
Business owners
Entrepreneurs
Executives
Medical professionals
Athletes
High-net-worth families
The Greenham Gazette
Research. Planning. Collaboration.
Discover how our team can help you plan for your goals of today and tomorrow.
Email:cory.greenham@rbc.com
Phone:905-639-4140