Karen Robertson, Wealth Advisor of RBC Dominion Securities Inc.
17 King Street East L1H 7M9 Oshawa, ON, Canada
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General Information
Locality: Oshawa, Ontario
Phone: +1 905-434-8048
Address: 17 King Street East L1H 7M9 Oshawa, ON, Canada
Website: ca.rbcwealthmanagement.com/web/karen.robertson
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How do you measure value? Do low fees mean greater investment returns? Performance after fees make the biggest difference to your wealth goals. Learn more about the RBC investing difference
Our firm is hosting another great virtual event - registration is required, please contact me for the link. Please join us for Living to 100:... Financial planning for longevity More Canadians than ever are reaching 90, or even 100 years of age. Join us for a discussion on issues and considerations for Canadians in retirement and their caregivers. Thursday, April 29, 2021 12:00 P.M. ET RBC Wealth Management, Royal Trust and the National Institute on Ageing (NIA) are hosting the latest segment of their collaborative discussion series on ageing, offering valuable and actionable insights for older Canadians. During this approximately 45-minute webcast, Leanne Kaufman, Howard Kabot, Michael Nicin and Bonnie-Jeanne MacDonald will discuss how financial planning for and during retirement should take into consideration: Longer life expectancies and unforeseen life events Issues impacting financial security in and into retirement Best practices for decumulation strategies
So happy to support this local cause that helps so many!
My April monthly update is online now. Lots of great advice from our Portfolio Advisory Group, a new offering from Royal Trust as well as my community events. Please read it on the link below. Happy Easter! https://ca.rbcwealthmanagement.com//2874745-April-2021-Upd
I am hosting a virtual event for Women entitled "The Gender Gap - Are we closing it?" with guest speaker Kayte Black, DVP, RBC Global Asset Management on Wednesday November 18 from 12:00- 12:30 pm. We will discuss the changing landscape in Women's wealth. Please contact me for web-ex details.
We are hosting an exclusive presentation with Eric Lascalles, RBC Global Asset Management Chief Economist, on Thursday November 5 from 4:30 - 5:30. Eric will discuss the U.S. Election, COVID and the economic implications going forward. Contact me if you're interested in joining this virtual event.
My November update is online now. I have two virtual events upcoming this month. Click here to view.
I'm so happy to participate again the #RBCRacefortheKids this year. Thanks to my team mates and coworkers for joining RBC DS Oshawa team. Our team raised over $1600 for Sunnybrook supporting youth mental health.
To all my female connections - this article emphasizes the importance of understanding your finances. My client base has more women than men and I work hard to grow the understanding of investing, saving, financial, tax and estate planning with everyone!
Reminder for my upcoming virtual event entitled "The 70 tasks required by an Executor" with guest speaker Karen Snowdon Steacy, Senior Trust Officer, Royal Trust on Tuesday October 6 at 4 pm. Please email me for the Web-Ex Link.
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