“Your trusted partner in defining and achieving your financial goals”
It’s not just about knowing what to invest in – it’s about truly understanding your goals. Whether it’s building your portfolio, protecting your wealth, minimizing your taxes, ensuring you have enough income in retirement, or saving for your children’s education, Rebecca is committed to providing you with the right solutions.
For over 25 years at RBC Dominion Securities, Rebecca has been helping to guide clients through important decisions while providing personalized and deeply knowledgeable advice. Rebecca takes pride in building strong, meaningful relationships with her clients and their families. You can rest assured that working with Rebecca is a true partnership as you work together to navigate through your financial goals and needs. Backed by the largest bank in Canada, RBC Royal Bank, Rebecca’s clients also benefit from the advice of industry-leading experts in wealth management - retirement, tax and estate planning.
Originally from BC and a graduate of the University of British Columbia, Rebecca is a holder of the Fellow of the Canadian Securities Institute (FCSI) designation, the industry’s highest honour in recognition of advanced education, ethical conduct and industry experience. Rebecca is also life insurance licensed, qualifying her to advise you on tax deferral and estate planning strategies to ensure that your hard earned wealth is protected.
Outside of the office, you’re most likely to find Rebecca with her husband and young son on the hiking trails or ski slopes of Alberta’s Rocky Mountains. Rebecca is also a proud supporter and volunteer of the RBC Ladies Who Lunch program, an initiative that provides young women the opportunity to meet with senior, female RBC employees to explore careers in finance and banking.
