The Huntley McKenna Group - RBC Wealth Management

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

The Huntley McKenna Group

As a professional educator, you appreciate the power of knowledge. When used properly, understanding can open doors to greater achievements, better decisions, and heightened results. As you also know, knowledge can be obtained in a formal setting, such as a classroom, or in an informal setting like a real-life experience. It can be used to enrich your own life or shared to enrich the lives of others.

Like you, The Huntley McKenna Group of RBC Wealth Management also believes that knowledge is key to a person’s overall well-being, which includes their financial well-being. We firmly believe that sharing our knowledge assists individuals and families in creating better financial lives. Like any good educator, we take the time with our clients to raise their knowledge base so they know and understand what they own and why they own it. Our goal is to establish a wealth management plan that will ensure they remain self-supporting throughout their lives and accomplish the type of retirement that they desire.

Educating and helping others is your primary goal — educating and helping you is ours. Through open and honest communication and mutually agreed upon goals, we are able to help provide you peace of mind so that you need not spend your time trying to maneuver the often turbulent financial waters. By aligning with the proper team members, you can have the independence you desire, the retirement you dream of, and a legacy to leave for the next generation. But 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 professional educators, we have the knowledge, experience, and desire to help alleviate the burden of self-managing your investments. We are prepared to help organize your financial affairs 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 have the biggest benefit. That is why we feel we are a perfect fit for professional educators.

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 careers that we have and we are not going to jeopardize our future for a few minutes of personal glory.