Our Services

Building a Secure Future

We’re our clients’ trusted partner in financial well-being. We provide each client with comprehensive wealth management plans designed to meet their needs and achieve their goals.

Core Services

Financial Planning

To achieve overall financial wellness, you need a plan. We’re here to help you at each step, no matter where you are in your journey.

Goal Setting

We take the time to listen to your unique goals and come up with a personalized strategy that helps you achieve your milestones.

Retirement Planning

Capitalize on the opportunities available to you today and create a retirement plan that is sustainable over the long term.

Estate Planning

After a lifetime of building and protecting your wealth, decide where you want your money to go and we’ll ensure a smooth transition.

Risk Management

Your advisor will identify and analyze risks to minimize potential losses and protect your family’s financial security.

Investment Services

Your financial plan will be built with evidence-based investments that we monitor to keep you on track for the future.

Our Promise

Diverse Competence

While our overall approach is holistic, each of our team members specializes in different areas of advising and we pride ourselves on offering well-rounded services by working together. We can help you:

  • checkmark icon Increase retirement income
  • checkmark icon Reduce tax
  • checkmark icon Assess progress
  • checkmark icon Stay motivated

Considered Guidance

At Relay Wealth Advisors, we are dedicated to giving you a trustworthy second opinion—we coach you on taking challenges in stride, adhering to your goals, and setting realistic expectations. We are committed to giving you:

  • checkmark icon On-going education
  • checkmark icon Saving and spending advice
  • checkmark icon Objective feedback
  • checkmark icon Life and business transition guidance

Clear Communication

We are dedicated to straightforward, transparent communication and want you to feel empowered financially. Whether you want to view your portfolio and assets online, learn more about our decision-making, or simply have a question, the team is always available. We offer:

  • checkmark icon Secure technology
  • checkmark icon Frequent check-ins
  • checkmark icon Flexible, convenient support
  • checkmark icon Regular progress meetings

Seamless Continuity

As a family-run practice, we understand your financial goals may involve spousal and multi-generational planning, and we recognize the importance of unified decision-making and shared financial aspirations. We provide counsel on:

  • checkmark icon Joint financial goals
  • checkmark icon Wealth transfer
  • checkmark icon Multi-generational and legacy planning
  • checkmark icon Donations and philanthropy

“I’ve worked with Relay Wealth Advisors since 1991, initially planning a financial future with my late husband, but since 2014 as a solo investor. I have always received sound advice, with clarity and varied options. Relay Wealth Advisors is a smaller family practice with big company expertise and an even bigger commitment to its client base.”

– Linda

“In 2021, my trusted advisor retired and I was apprehensive about what would happen. Both Rod and Liam Abbott have taken significant steps to gain and keep my trust, and I have developed complete trust in how my wealth is being managed. Turns out the transition to a new financial advisor was flawless, and as such I am grateful to be associated with Relay Wealth Advisors.”

– Tom

“I have been a client of Rod’s for the past 17 years and never hesitate to recommend his services to others. Rod steadfastly guided me through the death of both my parents and the transfer of their financial assets. I feel reassured that he is staying abreast of the economy and market trends and my portfolio has grown as a result. The whole team at Relay Wealth Advisors provides excellent service.”

– Janet

“Rod has been an advisor, mentor, and trusted financial guide for my husband and me. The support team have a long relationship in the business, and I believe this is evidence of a healthy working environment, integrity, client focus, and team values. Rod and his team are trusted and wise advisors—I am abundantly grateful.”

– Deb

Our parents had been long time clients of Rod and had nothing but praise for him and his team. It was an easy choice to turn to him when both our pension fund with the University of Victoria and our mutual funds—bought on the advice of a credit union— lost 30% of their value. We were looking for sound investment with low risk to protect what remained. Fifteen years later, we know we made the right choice. Our investments have flourished and our finances are more secure. Would we do it again? Yes!

– Colin and Glenda

Collectively they are an exceptional team who have managed my financial needs and goals with absolutely unwavering professionalism, insight, and integrity. Although I reside on the mainland, they meet with me on a regular basis, both in person and virtually, so wherever one elects to reside is of no barrier whatsoever to working with them. One more reason that I have every confidence I will be well represented by Rod, Liam, and the entire support team well into the future.

– Andrée

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