icon


Our vision


At RLF Advisory, our beliefs shape

everything we do. Since 1976, these

principles have guided our work.

It's a privilege to serve

Clients trust us with their life savings, their life’s work and their life’s aspirations. The significance of this is not lost on us and we view it as a great privilege to be in service to them and join them along their journey. While we take our responsibility to clients seriously, we try not to take ourselves too seriously and have fun along the way.

Our longest client relationship is 50 years
Decades of advice

We set the bar high

Our team takes great pride in the work we deliver for clients. We work hard to uphold our reputation for quality and exceptional client experience. We are never satisfied with average and are continuously working on ways to improve the quality of the work and experience we deliver to clients.

5 decades and 4 generations of advice
Client retention ratio

Quality over quantity

We work with a select number of high-net-worth executives, entrepreneurs and their businesses. We firmly believe that to be able to deliver high quality and highly personalized service, we can't serve thousands of clients. We partner with clients who are a good mutual fit and find value in our process and the results we deliver.

We serve 378 families and businesses
Industry leading client to team member ratio

Transparency

To determine if you are receiving value, you need to understand not only what you are getting, but also, what you are paying. For years, we’ve fully disclosed all costs associated with our planning process, allowing our clients to determine the value they are receiving from the process.

100% of our wealth advisory clients know what they are paying us
Our average client fee is XX

We’re invested alongside our clients

As an independent, employee-owned firm, we're invested alongside our clients, both figuratively and literally. Our success is dictated by your success and we understand that we have to work hard to continuously earn your trust. We also "eat our own cooking" by following the same planning process and engaging the same investment counsellors and insurance underwriters as our clients do for our own families and business.

Your journey starts here

Ready for a different approach? Let's start with a conversation about what matters most to you.