Karen Robertson, CIM, FMA, FCSI, CIWM

Associate Portfolio Manager & Wealth Advisor; Financial Planner

905-434-8048 | Email me
905-436-5068
1-800-267-1522

At RBC Dominion Securities, we have been helping individuals, families and businesses achieve their financial goals since 1901. Today, we are Canada's leading provider of wealth management services, trusted by more than 400,000 clients globally. I can provide expert advice on all aspects of managing your wealth everything from building it to protecting it for the future.

Wealth management solutions designed for you.

Wealth management is a comprehensive approach to help you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. My approach to wealth management includes working with our team of specialists, including our Financial Planning Specialist, Will and Estate Consultant and Estate Planning Specialist as required. Together, our team of specialists will work with you to develop thoughtful and creative solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

 
Wealth Management extends beyond investment advice, it helps you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy.
Investing for Women is a personal passion of mine. Today, women are single through divorce, being widowed, or never marrying.  Women own 50% of the businesses in Canada, women may inherit twice from their parents and their spouse as women typically outlive men. And women control much of the spending in Canada.  Understanding how your money is working for you is so important to your future. 
 

Shane Parreno

Associate

905-434-2657 | Email me

Important notice