Wealth Management services alongside your trusted accounting advisor.
Align Your Strategy. Plan with Purpose. Grow with Confidence.
Integrated financial planning, investment and protection. This holistic approach to wealth management ensures that financial decisions are made with a comprehensive view of your overall financial well-being. Delivered by a team that understands your full financial picture.
A Collaborative Approach to Wealth Management.
At RLB Wealth, we believe your financial strategy should be as integrated as your life. That’s why we bring together financial planning, investment management, and protection strategies, seamlessly aligned with your accounting team.
Our collaborative model ensures every decision is informed, every plan is personalized, and every outcome is built around your goals.
Our Services.
Expertise Beyond Accounting.
At RLB Wealth, we offer a comprehensive suite of services designed to work in harmony with your accounting and tax strategy. Whether you’re planning for the future, protecting your legacy, or growing your investments, our team-based approach ensures every decision is aligned with your goals.
Financial Planning
Whether you’re just getting started or are further along in your financial journey, our experts will guide you every step of the way. A well-crafted financial plan guides day-to-day financial decisions and adapts to life changes. We’ll develop strategies to achieve your goals, optimize investments, and secure retirement in your future.
Succession & Estate Planning
You’ve worked hard to build your wealth and want to protect your assets for the future of your family and business. We will work with you to develop a plan that respects your wishes and successfully transfers what’s necessary to the next generation.
Portfolio & Investment Fund Manager
Through a referral arrangement, RLB Wealth offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your RLB Accountant and your RLB Wealth Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances, designed to meet your goals and provide peace of mind through volatile markets.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $4 billion in assets on behalf of thousands of clients. To learn more, visit TriCert.ca.
Insurance Planning
Life can be full of surprises, let us provide you with peace of mind that your assets, income, and loved ones are covered. Our team understands that the right protection makes all the difference.
Insurance Planning services provided through TriCert Insurance Agency.
Ramez Gabrail
CFP®, CPA, CMA, MBA
Financial Planner
Ramez is a Certified Financial Planner with a strong background in finance and corporate strategy. After several years working in Corporate Finance at multinational companies, he shifted his focus to what he enjoys most, helping people feel confident and informed about their financial decisions.
He believes that a clear and regularly updated financial plan gives clients the confidence they need to reach their goals. Ramez supports clients in retirement planning, estate planning, cash and tax strategies, insurance planning, and advising business owners. His approach is thoughtful, practical, and centered on understanding what matters most to each client.
Ready to Put Your Wealth to Work for You?
Let’s build your financial future together. Contact us to get started.