Your Legacy. Our Priority.


At Dodds McMullin Wealth Management, we use a personalized approach to help you:

  1. Clarify your individual needs
  2. Establish specific goals
  3. Deliver all the solutions you need to effectively manage your wealth

Using a process that extends beyond investment advice and money management, we will help you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We work with our RBC partners and your extended network of professionals (such as lawyers, accountants, etc.) to provide a full suite of wealth management solutions that address: 

To learn more about our team and how we can help you and your family achieve your financial and lifestyle goals, contact us today. 

Kathi Dodds McMullin, PFP

Senior Investment & Wealth Advisor

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Jennifer MacEachern

Associate

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Latest Blog Posts

engineer with protective mask

The omicron variant: A heavy dose of uncertainty

Dec 03, 2021 | Joseph Wu, CFA

Many questions surround the newest COVID-19 variant, but if history is any indication, its market effect may not be one of them.

Read more

Equity investing for the next ten years

Dec 01, 2021 | Jim Allworth

As we come out of the COVID-19 era and then move beyond it, what are the evolving forces driving the investment narrative and how can investors adapt?

Read more