Karen Robertson, CIM, FMA, FCSI, CIWM

Portfolio Manager

905-434-8048 | Email me
905-436-5068
1-800-267-1522

Karen grew up in Halifax, Nova Scotia, the youngest of four children. Her father was a Chartered Accountant and the talk around the dinner table was educational around business, finance and investing. Two of her three brothers have long careers at RBC, and her husband is a career banker. Karen and her husband have two sons who are both studying business at Dalhousie University in Halifax. She is a graduate of Dalhousie University and moved to Ontario in 1998.

Karen started in the industry as an Associate and joined RBC Dominion Securities in 2010 as an Investment Advisor & Financial Planner. She has since obtained her Chartered Investment Manager and Portfolio Manager Designations. In 2016 she was recognized as part of the prestigious President’s Circle – a small group of advisors recognized for going above and beyond in terms of building their business, incorporating wealth advice, servicing clients, working with RBC partners, and giving back to the community.

Karen has volunteered at Hearth Place Cancer Support Centre since 2013 and is active with various community groups. She loves to run and can be found every Saturday morning at Runner’s Core in Ajax with her running friends.

Kimberly Balas

Associate

905-434-2657 | Email me
905-436-5068 | LinkedIn

Kim joined RBC Dominion Securities in 2014 and began working with Karen in the summer of 2019. Kim is a licensed associate who has completed the Canadian Securities Course (CSC) and the Conduct of Practices Handbook (CPH). She handles the administrative aspects of our business including account opening, documentation, compliance, and the day to day administrative needs of our clients. Kim would be happy to assist you with establishing online access for your accounts or scheduling an appointment for portfolio and wealth management reviews.

Nadia Ganesh, CFP

Financial Planning Consultant

Nadia’s career spans over 17 years in the financial services industry through
various roles with a chartered retail bank, RBC Dominion Securities and
a boutique investment firm. In 2008 Nadia rejoined RBC as a member
of RBC Wealth Management Services, assisting with the preparation of
comprehensive financial plans for clients of RBC Dominion Securities.
Nadia’s accreditations include the Certified Financial Planner (CFP)
designation as well as being life and accident & sickness insurance licensed
for Ontario.
Nadia truly believes a financial plan allows you to analyze your current
situation and put strategies in place today, to further enhance and preserve
your wealth, minimize taxes, protect your loved ones and create a legacy.
Nadia’s role is to work with Investment Advisors to prepare and present
comprehensive financial plans to help give your clients peace of mind
regarding their future financial well-being.

Estate Planning Specialist

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Colin Ardill

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Senior Trust Advisor

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Karen Snowdon-Steacy, TEP

Senior Trust Advisor, Royal Trust Corporation of Canada


Premier Banking Advisor

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Frances Kerr

Premier Banking Advisor, RBC Royal Bank