With our team of educated and experienced professionals, The Lorz Group has been managing the assets of a diverse client base of high-net-worth families, business owners and trusts for over 25 years.
As a team, we quarterback every aspect of your financial picture, to eliminate or alleviate your fears, and take advantage of every opportunity to preserve your lifestyle, plan for retirement, educate your children, or create a lasting legacy. We use a disciplined approach that prepares you for life’s transitions and unforeseen events, bringing a tremendous number of resources to bear and doing so with integrity, transparency and unparalleled client service.
Experience. Integrity. Exceptional service.
These core values are our promise to you and what you can expect from us—each and every day.
Meet the team
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
Helping you achieve your personal and financial goals
At The Lorz Group, we take a comprehensive approach to helping you achieve your desired financial future—and it extends far beyond investment advice. Whatever your goals, we take the time to fully understand what you want to accomplish with your wealth. We then help you, your family and your business navigate the complexities of not only managing wealth but all aspects of your financial life.
What we do
At The Lorz Group, we believe the greatest returns are more than financial. Your aspirations are uniquely yours and may involve your family, your business or the legacy you want to leave. We’ll take the time to understand you and create a customized plan that includes strategies and solutions to help grow more than just wealth.
How we do it
With a disciplined approach, governed by strict standards for education and experience, we strive to give you greater freedom to enjoy what’s important to you. We take on the complexities of portfolio management, protect your financial security, help plan for the future and assist with ensuring your wealth is passed on in a manner that aligns with your goals.
It starts with YOU
We take you through our disciplined process beginning with getting to know what and who is important to you.
We help you to gain a thorough understanding of what you have and where you are going.
1) Chemistry
We like to know what led you to us. Determining whether we are a fit for you takes a good and thorough conversation. We are not all things to all people; we like to ensure we’re adding value.
2) Discovery
Getting to know everything that matters and identifying any gaps and how we can address these.
3) Financial Plan
We put all the information we gathered together and look at your current situation and how it will change over time. This helps us to see whether you’ll be able to achieve what you hope to, and allows us to fill the gaps and inform you on the things you’re thinking about.
4) Investment Strategy
Once we know and understand your circumstances, needs, objectives, time horizon and tolerance for risk, we recommend a strategy specific to you and those factors. We discuss with you its attributes, benefits, and risks and ensure you are well-informed and engaged.
5) Documentation
The unavoidably tedious part of what we do; signing the documents to allow us to open your accounts and collect your investment assets.
6) Account Access and Banking
We review with you how to connect with your financial world online and ensure that your banking needs are being met; whether that’s everyday banking, commercial banking for your business, or Private Banking.
7) Implementation
Keeping you informed of our asset collection progress and the deployment of your capital.
8) Estate Planning
Evaluating your current estate plan by discussing what you want to see happen and, sometimes more importantly, what you want to ensure does not happen with your wealth.
9) Coordination of Professionals
We like to meet with our clients’ accountants and lawyers, not to replace what they do for you but to ensure coordination of the advice you receive on all fronts.
10) Reporting & Review
Connecting with you in person, virtually, or by phone (whatever works best for you!) to review the full implementation of your investment strategy as well as reviewing the regular correspondence you’ll receive from us to ensure you are comfortable with the way we’re communicating our progress.
11) Regular Ongoing Meetings and Updates
Reviewing progress towards your objectives, discussing upcoming cash flow requirements, and tax & income planning.
12) Life Events
Helping you navigate those expected and unexpected events in life such as the sale of a business, receipt of an inheritance, or an unfortunate relationship breakdown. No matter the event, we are here to advise and connect you with other professionals as needs arise; such as Mortgage Specialists for a home purchase, Investment Bankers to guide the sale of a business, or Business Bankers to support your life’s work.
Private Investment Management
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, we invite you to Private Investment Management, our premium level of discretionary wealth management.
Busy professionals and executives, travelers, retirees and snowbirds often find that the greater their wealth, the more time they require every day to manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions according to specific guidelines can be time-consuming and complex.
Whether you need your time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, Private Investment Management may be the right solution for you.
How it works
By delegating your investment management to an accredited portfolio manager, who works within your specific investment preferences, constraints and risk tolerance, you can free yourself from and still be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.
A dedicated Portfolio Manager to serve you
You can be confident in the management of your wealth, because only experienced investment advisors who have met strict industry-wide qualifications for education, assets under management and investment experience are licensed to provide this level of discretionary investment management.
Investment Policy Statements capture your needs
The Investment Policy Statement is your specific mandate that details all your objectives, goals and constraints in managing your portfolio. You can think of it as the charter or master plan that we create to manage your portfolio.
Essential standards for quality and oversight
Every portfolio we build is based on core asset quality requirements that set the standards for security concentration, industry and sector diversification, market capitalization and credit quality. An additional Portfolio Implementation and Risk Monitoring Group monitors the portfolio for alignment with our investment management guidelines and the preferences, constraints and other unique directives set out in your customized Investment Policy Statement. An additional compliance team ensures that your portfolio meets industry regulations and legal standards. By auditing our work, as well as the portfolios we manage, this team can help provide you with even greater peace of mind.
Resources
Financial literacy is a key contributor to financial stability. With that in mind, we have compiled some of RBC Dominion Securities' top guides.
Tax reporting guide
A guide designed to help you and your tax advisor prepare your tax return as related to your investments with RBC Dominion Securities. Helpful features include tax mailing dates and a tax information checklist.
The RBC Wealth Management Financial Literacy Program
At RBC Wealth Management, we recognize the importance of helping to build financial literacy among our clients and their families. Formal financial education, when combined with sound advice and practical learning, can help set the stage for a lifetime of informed and confident financial decision-making for you and your family.
2026 Handy Financial Planning Facts
We have updated the handy financial planning facts page on our website. It is a wonderful printable PDF that highlights all of the key information you may need in 2026 including maximum contribution limits, OAS & CPP benefits, tax deadlines & rates, and more. It is a great page to keep on hand and refer to throughout the year.
Ready for retirement
If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list. To help you keep track of all the critical details, and ensure you’re ready for a successful retirement, check out our Retirement Checklist.
Online Services
With the new RBC Wealth Management Online, it’s even easier to view your account information safely from home, or wherever it’s convenient for you. If haven’t enrolled yet, there’s never been a better time.
Estates
Proper estate planning requires careful consideration of many factors: reducing taxes, providing for loved ones, passing on assets in an orderly fashion, creating a charitable legacy and more.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.