Building Relationships

Since 1981.

Helping individuals, families, businesspeople, and agricultural clients in the Meaford area and throughout Canada.

“Over the years, our clients have often told us how much they trust and appreciate the knowledgeable, unbiased, and personalized guidance our team provides. We take that responsibility seriously. That’s why we work hard to earn that trust every day.”

Todd Campbell, CPA, BBA, CMA CFP, CIM
President, RBA Financial

clients are our priority

Our first priority is to get to know our clients as people. It is that knowledge that enables us to develop a supportive relationship, one in which we fully understand each client’s unique needs and objectives. We follow each client’s unique WEALTH MAP to navigate the ever-changing and evolving environment and ensure sustainability while strengthening our clients’ confidence through our experience and robust solutions.

Our Approach

The work that we do can touch every aspect of our clients’ lives. We understand these interconnections, which is why we take an active and holistic approach.

Our Mission

We are an independent and dynamic financial advisory team that educates and infuses knowledge through honesty and integrity as we assist our clients in attaining optimal security and peace of mind.

Our Vision

To transform our clients’ financial landscape by empowering them, as their strategic wealth advisory partner, while employing high ethical standards, being fiscally responsible, and adding value.

Our Values

Integrity | Trust | community | Service | Excellence

Integrity

We have strong moral principles. We care about “moral uprightness,” about doing the right thing when no one is watching.

Trust

We believe in truthfulness and sincerity. We believe in the importance of character, in having confidence in your team, and in being autonomous.

Community

We value the fellowship of others, those with whom we share common attitudes, interests, and goals. We strive for an environment that fosters collaboration and teamwork (“we” not “me”). All stakeholders matter.

Service

We strive to deliver value and exceptional world-class service to our clients’ by facilitating the outcomes our clients want to achieve.

Excellence

We are committed to being the best and delivering the best. We value quality, reliability, and dependability.

Two Separate Divisions

Offering a range of financial services

Which Provides Investment products through Aligned Capital Partners Inc.

Providing Financial Planning Services & Insurance.
Tax, Retirement, and Estate.

Since 1981.

“Over the years, our clients have often told us how much they trust and appreciate the knowledgeable, unbiased, and personalized guidance our team provides. We take that responsibility seriously. That’s why we work hard to earn that trust every day.”

clients are our priority