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A guide to family meetings: Five tips to consider

A guide to family meetings: Five tips to consider

July 31, 2024 |RBC Wealth Management

These strategies can help make family meetings an effective tool in wealth-transfer planning.

Contact information

Kathy Tsonis

Senior Investment Advisor, Financial Planner
kathy.tsonis@rbc.com
Phone: 604-257-7157
Cell: 604-785-1834
Fax: 778-284-2522

Edlyn Lau

Associate Advisor & Financial Planner
edlyn.lau@rbc.com
Phone: 778-284-9992
Fax: 778-284-2522
Toll-Free: 1-844-250-7877

Rachel Tan

Associate
rachel.tan@rbc.com
Phone: 778-284-9989
Fax: 778-284-2522

Kathy Tsonis Wealth Management Group
of RBC Dominion Securities Inc.

kathy.tsonis@rbc.com
Phone: 604-257-7157
Cell: 604-785-1834
Fax: 778-284-2522

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2950 Glen Drive
7th floor
Coquitlam BC, V3B 0J1

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