Your Trusted Advisor
Catherine brings knowledge, insight and experience of over 20 years in the financial services industry to her wealth management practice. Her diverse financial services background enables her to assist clients with a wide variety of needs.
Catherine works with a wide range of individuals including established investors, professionals, business owners and their families. Catherine’s clients value her caring and personal approach to wealth management and her focus on providing comprehensive financial planning to help them reach their financial goals and plan for the future.
In addition to providing you with the full range of investment solutions, Catherine’s clients have direct access to the expert resources of RBC Dominion Securities - Canada's leading provider of wealth management services.
Catherine and her extended team of wealth specialists provide you with valuable advice and solutions for all aspects of your financial health including ongoing financial planning, retirement income & estate planning, tax minimization strategies, risk management & insurance, and specialized planning for business owners.
Catherine will oversee all elements of your wealth management plan and will collaborate with your other professional advisors such as your tax accountants, private bankers, and estate lawyers.
Trust and integrity are the cornerstones of Catherine’s practice.
Her level of commitment, passion and genuine care for her clients sets her apart from other advisors and helps ensure you feel confident in your financial affairs. She is continually upgrading her professional credentials and expertise to provide a superior level of client service.
Away from the office Catherine enjoys golfing, skiing, and spending time with her husband and three children.
Contact Catherine today for a complimentary consultation. 905-738-0213
About RBC Dominion Securities
RBC Dominion Securities has been helping Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your family or your business, Catherine can custom-design an investment portfolio to meet your specific needs for growth, income or capital preservation. We provide you with access to virtually every type of investment, including stocks, bonds, GIC's and mutual funds – all backed by proven investment strategy and top-ranked capital markets research.
