10/02/2023
My October update is online now with information on markets, community events, and two upcoming client events we are hosting this month - one is in person and one is virtual. Please click on the link below to read the details.
Investment Management, Financial Planning, Tax & Estate Planning, Insurance planning This allows me to focus on helping you achieve your goals.
17 King Street East
Oshawa, ON
L1H7M9
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Send a message to Karen Robertson, Senior Portfolio Manager, RBC Dominion Securities Inc.:
I am a Portfolio Manager with RBC Dominion Securities and can provide discretionary management services based on risk management. This allows me to focus on helping you achieve your goals. I begin with a Financial Plan to help minimize income tax and shelter growth through RRSP, TFSAs RESPs. I look at each client’s situation individually. Proper investing takes time, knowledge and inclination; I have the experience, education and the resources that RBC offers to assist you with your financial life.