We know that our responsibility is to help build your legacy for generations to come.

Working together in a team approach with an institution’s senior executives, Lanark Financial can design an investment services program to integrate seamlessly within the institution’s business culture. Experienced financial consultants are selected and supported by Lanark Financial through registration, training, marketing, sales, compliance, technology, and customer support. Lanark Financial also leverages the financial strength and security of RBC Clearing and Custody to provide you with securities transactions clearance and custody of financial assets. Independent ownership and this strategic alignment enable Lanark Financial to focus on providing the highest level of service to you with superior clearing, custodial services, and diversified wealth management solutions.

Lanark Financial enables financial institutions the flexibility to offer client solutions using a select or combination of distribution options, such as:

• Full-service Program using dedicated licensed financial consultants
• Institutional Platform Program with licensed branch employees