Your Legacy. Our Priority.


At Dodds McMullin Wealth Management, we use a personalized approach to help you:

  1. Clarify your individual needs
  2. Establish specific goals
  3. Deliver all the solutions you need to effectively manage your wealth

Using a process that extends beyond investment advice and money management, we will help you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We work with our RBC partners and your extended network of professionals (such as lawyers, accountants, etc.) to provide a full suite of wealth management solutions that address: 

To learn more about our team and how we can help you and your family achieve your financial and lifestyle goals, contact us today. 

Kathi Dodds McMullin, PFP

Senior Investment & Wealth Advisor

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Jennifer MacEachern

Associate

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Latest Blog Posts

Is an economic soft landing on the schedule?

Sep 22, 2023 | Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

Read more

Recharging the energy transition?

Sep 21, 2023 | Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

Read more