Research Capabilities

Leonard & Company provides the latest in research capabilities through RBC Capital Markets, one of North America’s largest financial institutions.

Research Services

  • RBC Capital Markets
    • Over 72 Senior Analysis, 1100 companies covered – Consumer, Energy, Metals/Mining, Financial Services, Healthcare, Technology
    • Knowledge Driven Firm
    • Service Managers
  • Credit Suisse First Boston Operations Departments
    • broad research coverage and sector analysis
  • Argus Research
    • comprehensive independent research perspective on large capitalization and niche companies
  • Weiss Rankings
  • RBC Wealth Management
    • Proven stock selection with managed lists/portfolios
    • Target quantitative work and technical analysis
    • Objective knowledge from seasoned professionals
    • Mutual fund recommendation list
  • Daily and weekly focus calls

Advisory Tools

  • RBC Wealth Advisor
  • Morningstar Advisor Workstation – Customized
  • Allocation Master by Sunguard Expert Solutions
  • S&P Advisor Insight
  • Dow Jones Newswires
  • Thompson Financial – Investment View
  • ClientSource
  • Forefield
  • Research Connect
  • Module Portfolios
  • Steering Committee Review