lanark-logo
lanark-logo-green
Don’t just
leave a legacy.
Build One.
request appointment

We work hard for you and your future.

Private Wealth Management

Lanark Financial has the freedom and flexibility of a boutique advisory firm, which allows us to provide you with the support that is centered around your life. Our financial consultants average over 25 years of industry experience and have investment expertise in a variety of areas – providing financial advice and solutions through a diverse menu of investment products and services. Our consultants are trained to assess clients’ goals and objectives first. Then, we are better able to lead you to where you want and need to be.

Broker Services

Financial Planning​

Trust Services​

Credit Solutions

Dreams are important.
Aspirations are what help make goals reality.

request appointment

Welcome Back

Broker Services

Lanark Financial 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.

Financial Planning

The financial life cycle includes the full range of client needs, from the most basic and automated to the most complex and hands-on. Plans will need to adapt over time, no matter where clients are in the financial life cycle. Our advisors are equipped with Money Guide Pro’s planning tools to adjust the focus at each stage to ensure the plan remains appropriate for the client’s risk tolerance, age, and goals.

Trust Services

Develop deeper, longer-lasting relationships with your clients by offering them trust services to help preserve and transfer wealth. Work with a team of RBC trust consultants who can help you select an experienced third-party trustee that can administer a broad range of trusts to meet your clients’ specific personal, family or business needs.

Credit Solutions

Lines of credit – featuring competitive rates on loans for qualified borrowers collateralized by eligible securities (non-margin lending) Margin lending – offering fast, easy access to cash and competitive interest rates.

Request Appointment