Successful wealth management is achieved when the right relationships are cultivated. Highly skilled and dedicated to her clients, Michelle DeGeer takes a collaborative, holistic approach to investing and financial planning. Our team develops genuine, respectful relationships with each client – gaining an understanding that guides us in our recommendations – and takes a long term view of your investments and financial plan. We are constantly learning and evolving to meet your changing needs, and offer concierge-style service that allows clients to delegate the management of their financial affairs.
A wealth advisor and Associate Portfolio Manager with over 20 years of experience, Michelle has earned the trust of countless individuals and families over the span of her career. She offers an extensive range of investment management and financial planning services, and is supported by an extended team of professionals at RBC DS. Based in Barrie, Ontario and serving clients across Canada and the U.S., Michelle works with high achieving individuals, families and businesses to preserve and grow their resources. If you’d like to arrange a consultation with our team, please contact us – we look forward to getting to know you.