Respecting the Past. Planning for the Future. Leading with Expertise.
For over 50 years, Robert Lee Insurance, and Bob (Pie) Lee have been a trusted name in Milton, known for their commitment to families, businesses, and the community. Today, RPL Wealth continues that tradition.
Founded by Brian Farley, RPL Wealth pays tribute to Robert Pie Lee’s legacy while embracing a modern approach to financial planning, investments, and insurance. At RPL Wealth, we believe in stability, trust, and financial confidence—the same values that built this firm. Whether planning for retirement, securing your estate, or growing your wealth, we’re here to guide you with expertise and care.
Manage your insurance policies anytime, anywhere. Log in to view policy details, update your information, and access important documents with ease.
We’re here to answer your questions, guide you through your options, and ensure you have the coverage you need. Contact us today to speak with a friendly member of our team.
245 Commercial Street, Milton, Ontario L9T 2J3, Canada
Open today | 09:00 a.m. – 12:30 p.m. |
Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services including financial planning services are offered through RPL Wealth.
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