The Huntley McKenna Group - RBC Wealth Management

Front row: James C. McKenna, Theresa J. Huntley
Back row: Kendra Patnaude

The Huntley McKenna Group

It is an understatement to say you have worked hard to get where you are today. You have likely poured both heart and soul into building your business to provide for you and your family, both today and in the future.

Building your business took diligence and dedication. Preserving your business will take the same. Yet how can you effectively give equal time to running and growing your business as well as ensuring its financial stability? The truth is you can’t. Nor should you have to. By aligning with the proper team members, you can have time to dedicate to not only the ongoing viability of your business, but to yourself and your family. However, finding the right resources is the key.

The Right Partner

The Huntley McKenna Group of RBC Wealth Management is what you need. With a focus on helping family-owned small businesses, we have the knowledge, experience, and desire to help alleviate the burden of self-managing your business finances. We are prepared to help organize your financial affairs the same way we run our own business, by utilizing systems, checks and balances, and a high attention to detail.

We are exceptional coordinators. We have access to all the resources necessary to handle the management of your finances, regardless of the level of complexity. And we know how and when to use them. We act as the financial quarterback — collecting and analyzing data about the client, then putting the right talent in the right places to execute the agreed-upon strategies. This allows us to keep our focus on the systematization, monitoring and oversight of the big picture.

We are highly responsive. We understand your need to resolve issues promptly and are therefore quick to act when an unplanned event occurs. Even on a day-to-day basis, we are proactive in our approach. We don’t wait to hear from you — we check in regularly to keep up with what is going on. The same goes with market conditions. We are constantly analyzing the financial world and making the appropriate adjustments so that your hard-earned wealth is not completely lost. We follow a set process and are never lured by either industry trends or market panic.

We care. And that is what is most important. We are proud of the skills and services we have to offer and truly want them to be utilized where they can do the most good. That is why we feel we are a perfect fit for the family owned small business. We know what it is like to run a business — how hard you work to make it work. The sacrifices that you make to make it a success.

What You Can Expect From Us:

A consolidated approach. Acting as your primary financial advisor, we will manage relationships with your other key advisors to ensure a smooth and consistent financial outcome.
The implementation of investment plans that are geared specifically towards careful preservation of capital and optimization of tax-free strategies.
The utilization of organized systems to help make managing your assets easy.
A dedicated work ethic. We work diligently on your behalf, never skimping or cutting corners. We understand that hard work usually produces the best results. We do not shy away from difficulty, ambiguity or complexity. Our reputation is the quality of our work.
Trust. A difficult concept in the financial world today. Tactically we have clean compliance records that can be checked. But more importantly, we are bound by personal accountability. We have parents and children that we will not disappoint. We have values and beliefs that are grounded in honesty and truth. Like you, we have worked hard to build the business that we have and we are not going to jeopardize its future for a few minutes of personal glory.