An Exceptional Network is Fundamental to Success
The clients of Fifth Avenue Wealth Management include individuals, families, senior executives, professionals, business owners, retirees and pre-retirees. In situations where a particular client has other advisors, we will gladly work collaboratively with them.
As specific client requirements dictate, we access and deploy the extensive network of legal, accounting, tax, wills and estate planning, financial planning and banking partners available to us through RBC Wealth Management.
In addition to these resources, we have well-established relationships with other financial and wealth management specialists, including private and commercial bankers and mortgage brokers.
While your team at Fifth Avenue Wealth Management remains compact and responsive, we believe that our ability to drawing upon the strength of this exceptional network is fundamental to your success – and ours.
Katherine Acheson MBA, CFP
As a Private Banker, Katherine (Kata) Acheson provides tailored wealth management solutions to a select group of our clients.
Because she works with a small number of clients, Kata is able to ensure discrete, highly personalized, specialist financial services to those whose assets demand them.
Kata works with individuals, families and businesses to deliver – among other services – sophisticated banking, short and long-term lending solutions and credit packages.