Led by Kathi Dodds McMullin, our team works diligently to ensure that our client's best interests are served. We employ a disciplined investment philosophy to help meet the investment objectives of our client's. Our reputation for integrity, our affiliation with The Royal Bank, and our commitment to professional development, helps us foster client success across any and all market conditions. Your Legacy: Our Priority.
Kathi offers a wealth of experience as your Investment Advisor with over 30 years experience in the financial industry. Kathi holds the Personal Financial Planner Designation through the Institute of Canadian Bankers.
Associate Wealth Advisor
Tracey, a native of Montreal, has been in Fredericton since 1990 and lives in Charters Settlement with her husband Hal and their son Ian. Since coming to Fredericton Tracey has graduated from UNB with her B.A. and has over 25 years of experience with RBC Financial Group.
Phone: 506-458-9174 Toll-free: 1-800-561-4920
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