RS Wealth Management Group

At The RS Group, we provide individually tailored portfolio and wealth management solutions for clients. While discretionary portfolio management is at the core of what we do, we strongly believe in proper planning. From projections of retirement cash flows and strategies to minimize taxes to more complex solutions involving the creation of personal holding companies and trusts, we make sure each client has the tools needed for financial success.

 

We believe that trust is the cornerstone of any successful partnership. We earn our clients’ trust by placing their interests above all else and by dealing fairly, honestly and with integrity. Our overall strategy emphasizes the preservation of capital, diversification, minimization of taxes and keeping portfolio expenses reasonable.

 

The RS Group takes a long-term conservative approach to investing. We are not traders or market timers; we buy solid, high-quality businesses at reasonable prices with the intention of holding them for a long time. We tend to favour leading companies with a history of growth and increasing dividends. Our investment style may be best characterized as GARP (Growth at a Reasonable Price).

We listen to your priorities and build a personalized approach.

Our team has the collective expertise to advise you both personally, and professionally.

Backed by BMO’s 200-year legacy of trust, insight and thought leadership.

Taxes are an important consideration; we are aware that after-tax returns are what really matter. We understand the benefits of long-term tax-deferred compounding, hence we are never in a rush to sell good long-term investments in order to chase short-term performance. We know that portfolio expenses matter: keeping investment management costs reasonable helps clients achieve better long-term results. It is one of the reasons we think investors should avoid mutual funds and other high-fee packaged products offered by many investment advisors and financial institutions.