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

Why can’t the stock market shake off the downward pressure?

Jun 23, 2022 | Kelly Bogdanova

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

Read more

How RBC Royal Trust can help: Executor services

Jun 17, 2022 | RBC Royal Trust

If you are planning your own estate and are considering who to appoint as your executor, or if you find yourself acting as an executor, our team of professionals can help.

Read more