Creating Peace of Mind Through Integrated Wealth Management Strategies:

It All Begins With You . . .

We start by listening to you - to learn your story and gain an understanding of your financial affairs and what is really important to you.  Taking the time to get to know you allows us to personalize your wealth management strategy.  Along with a disciplined approach to portfolio management, we make sure we communicate regularly to ensure we are staying on track with your strategy and making any adjustments when needed.  

Our role is to simplify your complex financial affairs and co-ordinate with the experts in your life.  We work towards building a long-term relationship based on trust and understanding.  Whether your needs are building financial security, converting wealth to income or transferring wealth between generations, we work closely with you to achieve your goals.

Our Clients Include . . .

  • Busy executives and professionals looking to free their time to focus on personal and career goals.  
  • Successful business owners and self-employed professionals who don't have time to manage their personal and business assets.  
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement.  
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security. 
  • Well-established families seeking professional guidance in transferring wealth to the next generation in a tax-smart manner.  
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities.
  • Profit and Non-Profit organizations requiring assistance managing investment assets according to specific guidelines.

Margaret Yee has completed the internationally recognized Chartered Financial Analyst (CFA) program.  She is a member of a select group of professionals licensed as a discretionary portfolio manager through the Private Investment Management (PIM) program at RBC Dominion Securities.

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.

Margaret Yee, CFA

Senior Portfolio Manager