Creating wealth is just the beginning


You’ve already achieved so much in life. Yet there’s so much more you can do. You may want to help your family members get started in life. Fulfil your next career or business ambition. Make a meaningful difference in your community. Create a lasting legacy for future generations. Live a legendary life of adventure, or simply live well in retirement.

Whatever your goals, we will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we will provide the professional advice you need. We can help manage your investments, plan your retirement, protect your financial security and organize your estate.

While doing so, we will always keep in mind that your wealth is just the beginning – it’s a way to achieve more, give more, and experience more.

Contact us today to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

 

Wetherall Wealth Management Group

Lee Wetherall

Investment Advisor

613-549-1730 | Email me

Lee has been providing Wealth Management advice to her clients since entering the investment industry in 1996. In recognition of her success in helping her clients achieve their financial goals through a disciplined planning approach, Lee has been appointed a Vice President of RBC Dominion Securities and has been a member of the Director's Council and Executive Council since 2005.
 
After graduating from the MBA program at Queen's University, Lee worked for over a decade as a business analyst with a large multinational corporation. Since beginning her career at RBC Dominon Securities Lee has continued to focus on education and has earned the Financial Management Advisor designation from the Canadian Securities Institute. As an Ivestment Advisor, Lee's focus is on helping clients determine their needs and recommending appropriate wealth manaagement solutions.
 
In addition to working for RBC Dominion Securities as an Investment Advisor, Kingston residents may remember Lee as the Financial Reporter for the CKWS Evening News. Lee puts a great deal of effort into helping her community, including fundraising for charitable interests and supporting the performing arts. She has served on the Board of Directors for Almost Home. As Chair of Operation Leo's Share committee she helped raise over $100,000 for the Kingston General Hospital Foundation. Lee is also involved with the Queen's University Alumni Association and is a strong supporter of the United Way.

 
              We are pleased to offer you a variety of
                    wealth management solutions.

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