Klamut Wealth Management
RBC Dominion Securities has been helping individuals and corporations achieve their financial goals since 1901. We are Canada’s leading provider of professional wealth management services and are entrusted with over $300 billion in client assets.
At Kerry Klamut Wealth Management, we provide clients with over 80 years of combined industry knowledge and experience. Our first and foremost focus is our client’s needs; current, future, and estate planning. As RBC Dominion Securities is Canada’s largest investment firm, we have access to virtually all of the major investment options available in Canada. This benefit allows us to specifically focus on which investments are best for meeting our client’s needs and goals. By focusing on our client’s needs versus risks, our clients have entrusted our team with managing approximately $400 million dollars of their hard earned money.
We offer our clients a personalized portfolio that is focused on their income needs being aligned with their goals. Detailed financial plans are available to our clients to help them understand their current financial situation and forecast what their future, retirement, and legacy may look like. As complete clarity is very important, we ensure our clients clearly understand their portfolio investment risks and any costs on an ongoing basis. Our Team is available to answer questions or concerns, but should one stump us, we have access to an extended team of specialized consultants in Wills, Estates and Financial Planning.
Being located in Penticton, B.C., the majority of the Kerry Klamut Wealth Management Team’s clients live in the Okanagan, Boundary, and Kootney regions. We also advise to numerous clients throughout Canada.