Kimberley Lalonde

Investment Advisor

403-971-4172 | LinkedIn

As a seasoned advisor with over 15 years of experience in the financial industry, Kimberley specializes in personal and corporate finance, providing her clients with access to a comprehensive range of services to help them build and protect their wealth. She dedicated the first decade of her career to leading and inspiring high-performing teams, later transitioning to become a trusted advisor to business owners and corporations. Her diverse career has given her the experience and knowledge she needs to continue nurturing her passion for helping clients navigate life's challenges and opportunities.

Kimberley's commitment to ongoing education and professional development ensures that she stays at the forefront of industry trends and best practices. She leverages her extensive knowledge to provide her clients with the most relevant and effective financial advice. Kimberley has acquired the industry courses of Retirement Planning for High Net Worth Clients, Canadian Securities Course and is currently working on her Wealth Management Essentials Course. She draws on her experience and credentials to help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Kimberley's dedication to her clients' success, combined with her expertise and personalized approach, has earned her a reputation as a trusted advisor in the industry. Her clients appreciate her professionalism, integrity, and unwavering commitment to their financial well-being.

Kimberley and Troy Lalonde grew up in small towns in Saskatchewan, fostering a strong connection to their rural roots. In 2005, they made the decision to move to Calgary, where they have since built a fulfilling life together raising their two small children and embracing the opportunities the city has to offer.

Despite their move to the city, Kimberley and Troy have not lost their love for the outdoors. You can find them taking advantage of the breathtaking mountain landscapes that surround Calgary, golfing and camping in the mountains.

Troy Lalonde

Wealth Advisor & Financial Planner

403-560-9458

Email me

403-299-6512

Troy is a highly experienced Wealth Advisor and Financial Planner with over 18 years of industry experience . With a focus on holistic wealth management, Troy helps clients build, protect and enjoy their wealth by providing expert advice and guidance to business owners, executives and affluent families. Troy takes pride in his ability to simplify complex situations for high-net-worth clients with wide-ranging needs, which contribute to the financial confidence and peace of mind they achieve through their work together.

Troy's commitment to ongoing education and staying up-to-date with the latest industry trends allows him to provide his clients with the most relevant and effective financial advice. Troy has completed the industry designations Personal Financial Planner (PFP), Chartered Investment Manager (CIM), and Fellow of Canadian Securities Institute (FCSI) designations; which is the highest honor and most senior credential in the Canadian Financial Services industry. Troy draws upon his experience to help his clients realize their personal and professional goals. Known as a financial partner who "gets it," Troy, has successfully guided numerous clients toward financial success and security. He believes in taking a holistic approach to financial planning, considering each client's unique circumstances, goals and risk tolerance to develop personalized strategies.

Troy and Kimberley Lalonde grew up in small towns in Saskatchewan, fostering a strong connection to their rural roots. In 2005, they made the decision to move to Calgary, where they have since built a fulfilling life together, raising their two small children and embracing the opportunities the city has to offer.

Despite their move to the city. Kimberley and Troy have not lost their love for the outdoors. You can find them taking advantage of the breathtaking mountain landscapes that surround Calgary, golfing and camping in the mountains. Their appreciation for nature and the tranquility it brings has become an integral part of their family life.

View transcript

Business is hard. It’s hard.

I mean Craig and I are pretty good at taking risks in retail and we’re pretty confident with the risks we take, but there’s still risks.

RBC has been a game-changer for us in what they’ve done.

They’ve taken us to the next level.

We went to a meeting in Vancouver, and there was a group of professionals there, and we looked at each other and we almost thought we walked into the wrong room.

It’s like, all these people are here for us?

We feel like a curtain has been pulled back and there is a whole set of resources that are available to us, that we weren’t aware of before.

And they have done some financial planning for us that goes beyond simple financial planning, but kind of family planning, estate planning, succession planning, financial literacy for children.

That part is so important.

We’ve got this detailed financial plan now.

Beyond a financial plan, it’s more like a life plan.

And it’s happened because of planning and because of this relationship we have with the people at the Royal Bank.

This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/^TM Trademark(s) of Royal Bank of Canada. Used under license. © 2024 Royal Bank of Canada. All rights reserved.