Guelph, Ontario – September 30, 2025 – RLB Chartered Professional Accountants announces the launch of their new Wealth Management Services: RLB Wealth.
What is RLB Wealth?
RLB Wealth was built to seamlessly connect financial and tax planning, providing a fully integrated approach to managing your finances. By bringing experts together at one table, we collaborate directly with your accountant to develop a customized financial plan that aligns perfectly with your tax strategy. Creating a roadmap towards achieving your goals.
Our holistic approach ensures every financial decision is made with a complete view of your overall well-being and long-term goals. Think of us as your single-source solution for:
- Financial Planning
- Portfolio Management provided by TriCert Investment Counsel
- Succession & Estate Planning
- Insurance Planning provided by TriCert Insurance Agency
- Integrated Tax Planning provided by RLB LLP
TriCert Investment Counsel
Through a referral arrangement, RLB Wealth offers clients direct access to TriCert Investment Counsel’s Portfolio Managers who will tailor an investment management strategy that is specific to their unique circumstances. Working with the accountant (RLB LLP) and financial planner (RLB Wealth), TriCert Investment Counsel’s Portfolio Managers take a quality sector-based (QSect™) approach to investing. TriCert Investment Counsel is registered with the securities regulators as a Portfolio Manager and is engaged to provide clients with discretionary portfolio management. Visit TriCert.ca to learn more.
The Team Behind RLB Wealth
RLB Wealth is comprised of a team of experienced professionals who combine deep expertise in financial planning, tax strategy, and client service. RLB Wealth takes a collaborative, team-based approach, ensuring you benefit from a full spectrum of expertise, not just one perspective.
Click here to explore how RLB Wealth can support your financial goals and determine your service eligibility.
About RLB Chartered Professional Accountants
RLB Chartered Professional Accountants are recognized as one of the largest independent accounting firms in Canada. We proudly serve the communities of Guelph, Fergus, Kitchener, Orangeville and Shelburne. Established in 1951, RLB has always been motivated to bring success to our people, clients and community. In 2024, RLB was recognized as “The Best of The Best” by Inside Public Accounting, a premier resource for public accounting firms across North America.
