As an Investment Advisor with RBC Dominion Securities, Katie Archibald’s main goal is to build meaningful relationships with clients so she can help them reach their financial and lifestyle goals. With a background in public accounting, Katie’s strength lies in providing personalized strategic wealth, business owner and retirement planning that complement her investment management practice.
With each client relationship, she provides a genuine level of care, taking time to learn more about her clients’ unique circumstances. This allows Katie to work together with her clients to create a plan that will lead them towards their aspirations. Katie believes financial advice is an ongoing process focused on helping investors reach their goals, not simply an initial financial plan or portfolio allocation. It's about understanding an investor's financial, familial, and personal aspirations then creating a plan to realize them.
Katie graduated from Acadia University and holds a BBA in Accounting. In her spare time, Katie enjoys an active lifestyle, loves to travel, and spend time with friends and family and her Aussiedoodle pup, Oland.