Integrity, Experience and Accessibility


Pauline Osborne and Wendy Penman are focused on providing comprehensive financial and investment solutions designed especially for you.

Their first step is to gain an understanding of your situation, including personal financial needs and goals. From there, they work in close consultation with you to create a strategy, which brings together all the elements you need to achieve your financial goals. Believing in a holistic approach, Pauline and Wendy have access to a broad range of services provided by RBC Dominion Securities, including Investment and Income solutions, Estate Planning, Financial Planning and Insurance needs analysis.

Pauline and Wendy, understand that your money is important to you but other things are, too. Most frequently, clients are thinking about their own financial security and income needs (through a properly constructed portfolio); family members (through education plans, estate preservation); legacies and charitable intentions (through trusts and foundations); and achieving their personal dreams. They firmly believe that balancing future needs with an understanding that we must also live now is imperative.

Over the years, Pauline and Wendy have built a loyal following of conservative clients. They work with individuals, corporations, and trusts and offer high personalized service. Supported by their capable assistant, Lana Cormier, they are well positioned to help you with your needs.

Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”

 

Important notices