Marites brings over 20 years of experience across different roles in the financial services industry to private wealth management for RBC Dominion Securities.
She works with individuals who are in different life stages, from investors to retirees, to business owners, and their families. Marites’ clients appreciate the thought and care that she puts into each of them as she helps them find the best solution for asset management. Her degree in Industrial Psychology has enabled her to better understand and assess the diverse needs of her clients.
Aside from offering a vast range of investment solutions, clients under Marites’ wing have access to the resources of RBC Dominion Securities - Canada’s top wealth management services.
A team of experts in Wealth Management partners with Marites, who can suggest more financial solutions including financial planning, estate planning, risk management and insurance, and customized solutions for business owners.
Marites believes effective wealth management goes beyond investment returns - it's about building trusted partnerships where clients feel heard, understood, and confident in their financial future.
Marites also supports the local community charities in Orillia.
