ABOUT US

Providing high-level professional service that combines financial & investment advice, accounting, retirement planning & estate planning.

 

 


 
 

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At Royal City Investment Corporation (RCIC) our focus is you  - our client.  We will work hard to earn your trust and will build a relationship with you so that you are confident that we know what you want.

 

Our commitment to you is to develop a financial plan that is uniquely yours. Based on our comprehensive understanding of your needs and circumstances we will work with you to assess and analyze your current financial position to create a tailored strategy that is aligned with your goals and objectives.

 

Through our referral arrangement with TriCert Investment Counsel, and our close relationship with TriCert Insurance Agency,  it is our privilege to provide you with a team that is committed to supporting you in reaching your financial goals.

 

Learn more: Our Services 

 

 

 

 

 

Robert Montague B.A. CFP, CIM

Senior Financial Planner

 

Robert has worked in the investment industry since 1996 as a Financial Planner and Investment Advisor to hundreds of clients.

 

Over the last 25 years Robert worked at one of the Chartered Banks and Canada’s largest insurance company providing the highest quality Investment, Retirement and Estate Planning advice and services to his clients. He joined RCIC in 2017, as Senior Financial Planner and Associate Portfolio Manager for Tricert Invesmtent Counsel in 2019.

 

Robert has fulfilled some of the most respected accreditations in the personal financial industry. He is a holder of the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. Robert holds memberships with FP Canada, the Toronto Society of Financial Analysts and the CFA Institute.

 

Robert enjoys working with clients helping them to achieve their financial goals and investment objectives by developing comprehensive Financial and Retirement Plans. While working hard for his clients he also maintains a healthy work-life balance. Robert is an avid hockey fan, seasonal golfer and enjoys hot sunny destinations.

 

Robert Montague, CFP®, CIM
Senior Financial Planner

rmontague@royalcityic.ca 

197 Hanlon Creek Blvd, Unit 102,

Guelph, ON., N1C 0A1

Tel: (519) 822-2610 xt.253

 

Contact Rob Today!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Kim Johnston

Financial Services Associate to Rob Montague CFP, CIM

 

Kim is a 10-year veteran of the Financial Services industry. Prior to joining RCIC in November of 2018, she was the Financial Services Assistant to an established investment and insurance advisor in the Guelph area. Over the previous years, Kim obtained a great deal of experience working in an office as an administrative assistant to VP of large company as well as customer service and merchandising representative for a large clothing retailer.

 

Kim is pleasant to talk to and enjoys working with clients, arranging meetings, and helping with many aspects of the office management and client account administration. Kim welcomes your calls and is always willing to help you with your online accounts, quarterly statements, tax slips and general inquiries.

 

Outside of the office, Kim enjoys nature hikes with her husband Craig and spending time with their rescued pets.   She’s an amateur photographer and gardener and loves to binge watch British mystery shows.

 

Kim Johnston

Financial Services Associate to Rob Montague CFP, CIM

197 Hanlon Creek Blvd, Unit 102

Guelph, ON N1C 0A1

Tel: (519) 822-2610 Ext. 247

 

 

 

 

Your Future. Our Commitment.

 

 

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