The Kathy Findlay Wealth Strategies Group is a full service wealth management business offering trusted and disciplined advice in the areas of Investment Management, Financial Planning, Will and Estate Planning, Tax Sheltered Investments, Inter-generational Wealth Transfer and Succession and Transition Planning.
We are backed by a team of specialists within RBC Dominion Securities. This allows us to access the required expertise to provide our clients with a comprehensive investment strategy that addresses all of their needs and goals.
Registered retirement products, including RRSPs, RRIFs and annuities.
Will and Estate Planning
Will and Estate consultants are available to our clients for addressing their unique estate planning situations. We provide guidance on how to develop a plan to guide all your estate planning decisions.
Inter-generational Wealth Transfer
Business Succession Planning
Tax Efficient Investing
Enhanced Income Strategies
Discover what sets RBC Dominion Securities, one of Canada's leading full-service investment dealers, apart from other tax planning providers.
Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.
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