As your life evolves and you build your wealth , so does your need for additional expertise in your financial affairs. At RBC Dominion Securities, we take the time to understand your unique financial needs, whether you want to achieve your desired lifestyle, enjoy a comfortable retirement, or preserve your wealth for future generations.
As your Wealth Advisor, Sudha is primarily focused on providing a comprehensive Wealth Management approach that considers your complete financial picture. This approach includes investment management, financial planning, insurance and Will and estate planning in collaboration with our in-house experts. She also recognizes the value in working with your other trusted advisors, such as your accountants and lawyers, to ensure all your financial needs are met.
Sudha has been working in the financial industry since 2005, providing comprehensive financial advice. She holds the Certified Financial Planner (CFP®) certification, which is the world’s most recognized financial planning designation and is considered the “gold standard” for the profession. She has also been awarded The Fellow of CSI (FCSI®) designation, which is the pinnacle financial services credential and the highest honor in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
Sudha builds strong client relationships built on trust, integrity, and accountability. Her clients appreciate the great level of care she takes in getting to know their needs and goals, as well as the big-picture approach she takes to the wealth planning process. Alongside the extended Wealth Management team, including our Will and Estate Consultants, Trust Advisors and Estate Planning Specialists, she is focused on guiding you through every stage of your life.
Outside work, Sudha shares her time volunteering with community groups, advocating financial literacy through structured programs, staying active, traveling, and spending time with family and friends.
