Welcome


Prosperity means something different to everyone but rarely is it about acquiring more things.
 
I apply a comprehensive wealth management approach to help families, business-owners and professionals develop a strategy designed to achieve your definition of prosperity.

Wealth management goes beyond investment advice and money management to address a wide range of concerns related to both your financial and life goals.
 
The structured wealth management approach I employ maximizes my clients' ability to meet personal financial goals through risk assessed portfolio growth and tax efficient investment planning, leveraging the breadth of RBC Dominion Securities’ expertise.  Further, progress towards your personal financial goals is consistently monitored and managed professionally. 
 

My typical clients include:

  • Growing families seeking professional guidance around financial education, increasing their wealth and tax smart investing 
  • Successful business owners and self-employed professionals who need help managing personal and business assets and succession planning guidance 
  • Separated or divorced women looking to establish their individual financial plan 
  • Busy executives and professionals looking to free their time to focus on personal and career goals 
  • Widows who would benefit from sincere advice on how to maximize their after-tax retirement income and establish an estate plan for their family and loved ones 
  • Retirees requiring innovative strategies to maximize their after-tax retirement income while protecting their financial security 
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement
  • For more information about how I help these types of clients, please visit my Who Joëlle Serves page 

Whether you're looking for personal wealth management for yourself, your family or your business, RBC Dominion Securities has the expertise to help you achieve your goals. Let me help you clarify the big picture and get your investments working towards achieving all your wealth management goals.  Contact me to arrange an initial complimentary consultation today and find out how my structured approach extends beyond investment advice and money management, helping you protect and grow your wealth over your lifetime.

Backed by the century-old tradition of RBC Dominion Securities - Canada's leading full-service wealth management firm- you can be confident that you will get the professional advice and services you need. 

Contact me to find out more about how our innovative investment, financial, tax, insurance, and Will and estate planning can help you enjoy your success today as you build and preserve your wealth.