At The Escarpment Advisory Group, we’ve found that the best way to achieve financial security and peace of mind is to design a well-managed, evidence-based portfolio. We then focus on planning ahead and solving problems.
We take a broad view of how to help your whole family, which leads to more fruitful conversations and planning opportunities. This is what sets us apart.
We are proactive planners who go the extra mile, whether it’s withdrawal strategies to minimize taxes from RRSPs and RIFs or financial literacy sessions for your kids.
We do the things algorithms can’t, because wealth isn’t simple. A life plan should be as unique as you are, factoring in your relationships, emotions, aspirations, and challenges.
We believe it’s our role to illuminate new ideas, such as a new concept of retirement that includes work on your terms, lifelong learning, and leisure on demand.
We have the knowledge and experience to help you make better decisions in all aspects of your life. There is no need to make difficult decisions alone. Meet our team.
We’re not stockbrokers or typical investment advisors. We’re advocates and problem-solvers who hold your hand when you need it most and strategize when you need a sounding board. Everyone gets VIP treatment.
In 2024, we changed our name from Rod White Financial Group to The Escarpment Advisory Group. We are more than one person; we’re a five-person team caring for a select group of clients. Just like the view from The Escarpment, we take the long view of our clients’ lives. With nearly three decades of experience guiding people through financial and non-financial issues of every sort, we are well suited to provide proactive, compassionate guidance to help our clients lead fulfilling lives.
The Niagara Escarpment is a UNESCO Biosphere Reserve and a natural landmark we’re proud to call home. The Escarpment is a rocky ridge that stretches across Ontario and beyond, rising more than half a kilometre above sea level. Its natural vantage point provides breathtaking views of Lake Ontario and surrounding towns, including Burlington, where we’re located
