Backed by the exceptional resources of RBC Dominion Securities Inc., The Lester Wealth Management Group offers a comprehensive range of financial, investment, insurance, will, estate and tax planning, and innumerable other services.
Systematic, integrated and balanced to reflect the long-term objectives of each client, we call this approach Total Wealth Management. Properly deployed and meticulously managed, it is a powerful strategy with an important client pay-off: The acquisition and preservation of significant wealth.
Investment Solutions, Products & Plans
Private Investment Management (PIM)
Depending on your investment preferences and investable assets, we offer Private Investment Management. This is a unique discretionary account where you can free yourself from day-to-day investment decisions and delegate responsibility to your Wealth Advisor & Portfolio Manager, Steve Lester.
For one all-inclusive annual fee (tax deductible in some circumstances) you enjoy the full advantage and benefits of our Wealth For Life processes. You also enjoy the benefit and comfort of the disciplined investment management approach and specialized expertise of Steve Lester and the RBC Investment Strategy Committee.
Learn more about Private Investment Management…
Advisory Investment Management (AIM)
Depending on your investment preferences and investable assets, we also offer an Advisory Investment Management program. Unlike PIM, day-to-day investment strategies, recommendations and decisions are discussed with your Wealth Advisor & Portfolio Manager, Steve Lester, making all investment decisions a collaborative effort.
Like our PIM offering, one all-inclusive annual fee (tax deductible in some circumstances) provides access to all advantages and benefits of our Wealth For Life processes. You also enjoy access to and benefit from the guidance of our disciplined investment management approach and specialized expertise of Steve Lester and the RBC Investment Strategy Committee.
Learn more about Advisory Investment Management…
