Trusted advice to create your ideal financial future

My goal is to help guide my clients through every life stage, providing sound advice and peace of mind so they can focus on what is important to them and live life to the fullest. I’m passionate about helping clients define and achieve their own version of success.

As your partner on this journey, I take the time to earn your trust and understand your needs, concerns and goals. Together, we create and implement a customized wealth plan we are confident in and comfortable with, one with the flexibility to change as your situation and aspirations do.

My team and I leverage the expertise and resources of RBC and external specialists to provide comprehensive wealth management and ensure you’re able to make informed decisions to navigate risks, maximize opportunities and have more time to do the things you want to do.

My approach to managing your wealth goes beyond investment advice. I focus on being a compassionate, experienced mentor who can help you understand where you’re headed and feel empowered each step of the way.

 

 

How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

Kristin Petlak

Kristin Petlak, B. Admin, CIM, CFP

Investment Advisor

|