Your Wealth, Beyond Numbers


Welcome to your wealth management team. Our approach is centered around understanding your unique needs, desires, and aspirations. We believe by taking the time to truly listen and comprehend your goals, we can tailor our services to align perfectly with your vision for the future. Whether its planning for retirement, preserving wealth for future generations, or realizing life long dreams, we are committed to working alongside you every step of the way.

What is the value of peace of mind?


 

Who We Can Help


We help Canadians from all walks of life achieve their financial objectives, reach personal and professional milestones and protect what they have worked hard to build. We leverage the vast internal resources at RBC Dominion Securities and external professionals to deliver effective strategies unique to every client we serve.

Business owners

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Health care professionals

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Ready for retirement

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Young professionals

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As a steward of your wealth, I promise to treat each client with the care they deserve, taking the time to deeply understand your unique aspirations, concerns, and dreams. With unwavering commitment, I promise to always prioritize your best interests, crafting bespoke strategies that safeguard and grow your wealth, working towards a future of prosperity and peace of mind.

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Luke Karpovich, CFP, PFP, B.Comm. (Fin)
Investment Advisor & Financial Planner
403-369-7290 | Email me