Getting the right investment advice is a key part of managing wealth. But it’s just one part of a bigger picture. Founded in this belief, our team takes an all-encompassing approach to wealth management, helping you plan your investments wisely but also providing tax minimization, estate planning, insurance solutions and business succession planning through our industry-leading team of specialists at RBC Wealth Management.
Because these various aspects of managing wealth are all interconnected, we will create a total, coordinated wealth management strategy to help you and your family make progress toward your financial goals.
Many of our clients are individuals in Durham Region and the Greater Toronto Area who are preparing for or already enjoying retirement and looking to make the most of this exciting life stage. Portfolio Manager and team lead Karen Robertson also specializes in servicing women who are managing their own wealth or encountering life changes that can affect women uniquely. My female clients have benefited from working with me through education and becoming more engaged in their financial future. Whether single, divorced, widowed, business owner, stay at home Mom, it's important to understand your finances.
Whatever your life circumstances, our team has the collective knowledge, experience and resources to help you achieve confidence and clarity in your financial future.
Take the next step towards financial peace of mind and contact us today for a complimentary, no-obligation review of your investment portfolio and wealth strategy.
To learn more, please email me or call me at 905-434-8048