Trusted advice to create your ideal financial future

My goal is to help guide my clients through every life stage, providing sound advice and peace of mind so they can focus on what is important to them and live life to the fullest. I’m passionate about helping clients define and achieve their own version of success.

As your partner on this journey, I take the time to earn your trust and understand your needs, concerns and goals. Together, we create and implement a customized wealth plan we are confident in and comfortable with, one with the flexibility to change as your situation and aspirations do.

My team and I leverage the expertise and resources of RBC and external specialists to provide comprehensive wealth management and ensure you’re able to make informed decisions to navigate risks, maximize opportunities and have more time to do the things you want to do.

My approach to managing your wealth goes beyond investment advice. I focus on being a compassionate, experienced mentor who can help you understand where you’re headed and feel empowered each step of the way.

 

 

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Weathering the Storm: Retirement Planning in Volatile Markets

May 24, 2025 09:00 AM Central Daylight Time - May 24, 2025 10:00 AM Central Daylight Time
RBC Dominion Securities #102-111 Fairford St E Moose Jaw, SK

Recent market turbulence has left many investors feeling uneasy. If you're approaching retirement—or already there—this seminar will show you how to build a resilient plan that weathers uncertainty and keeps your goals on track.

Join us for coffee and a timely discussion on strategies for navigating today’s financial climate with confidence.

 

Attendance is complimentary, but space is limited. Kindly RSVP by Thursday, May 22nd using the form below.

Estate planning seminar: Protecting what matters most

Feb 05, 2025 07:00 PM Central Standard Time - Feb 05, 2025 07:00 PM Central Standard Time
Moose Jaw Public Library Performing Arts Theatre 461 Langdon Crescent Moose Jaw, SK

Join us for this highly informative panel discussion on Will and estate planning. Discover how estate planning can help offer protection and peace of mind for you and your loved ones at every stage of life. Don’t just hope for the best – let’s plan for it.

Kristin Petlak

Kristin Petlak, B. Admin, CIM, CFP

Investment & Wealth Advisor

Phone Number306-691-4283
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Email me

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