RGPM Inc., operating as Roy Group Portfolio Management within Scotia Wealth Management, offers comprehensive investment management services tailored to conservative clients seeking tax-efficient income and moderate capital appreciation. Their Strategic Wealth Analysis integrates clients' life stages, non-portfolio assets, estate considerations, and tax efficiency to craft customized, diversified portfolios using stocks, bonds, and ETFs. Managed under a fiduciary standard without commissions, the Private Managed Account service ensures transparent, competitive costs and regular client communication. The team, led by Marc Roy and Darren Ziegler, collaborates with external advisors and supports clients' long-term financial goals, emphasizing accessibility and personalized service.
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