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Your Partners Through Each Stage of Life
Welcome to The Eagleson Hazzard Group, an experienced team of investment professionals that are dedicated to helping clients define and achieve their financial goals through each stage of life – Accumulating Wealth, Protecting Wealth, Converting Wealth to Income, and Transferring Wealth.
Our clients are affluent individuals, families, business owners and charitable organizations. Our ideal client profile includes those organizations or families with investable assets of $200,000 or more looking for an attentive and professional relationship with a team of qualified individuals.
Combining the significant experience of The Eagleson Hazzard Group with the unparalleled resources of RBC – Canada's leading financial services provider – provides each client with the peace of mind that their wealth is well cared for and that their financial needs and goals can be attained. We invite you to explore what our team can do for you.
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A Comprehensive Approach
Our approach to wealth management is disciplined and comprehensive to meet each client's financial goals. Once a full understanding of your individual situation is achieved, we take time to construct a detailed financial plan that helps clarify the best route toward achieving your financial objectives. We place a high priority on the safety of our client's wealth through our conservative approach and our attention to regular, scheduled reviews and an adherence to sound financial advice in investment management, financial planning, insurance, and estate planning.
Private Investment Management (PIM)
The Eagleson Hazzard Group is the first of any investment firm in Lambton and Kent counties to receive regulatory approval to offer Private Investment Managementon a discretionary basis. Private Investment Management (PIM) is the premium level of discretionary wealth management offered by RBC Dominion Securities. It is designed for individuals who want someone they trust to make the important day-to-day investment decisions on their behalf and manage all areas of their portfolios. It is available exclusively to clients with portfolios of $250,000 or more.
The Eagleson Hazzard Group
340 North Front Street, Sarnia, ON N7S 5X2
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