Karen Robertson, Senior Portfolio Manager, RBC Dominion Securities Inc.

Karen Robertson, Senior Portfolio Manager, RBC Dominion Securities Inc. Investment Management, Financial Planning, Tax & Estate Planning, Insurance planning This allows me to focus on helping you achieve your goals.

I am a Portfolio Manager with RBC Dominion Securities and can provide discretionary management services based on risk management. 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.

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.

Exciting news for our Oshawa office.  We had a ground breaking ceremony in Whitby yesterday for our future home which wi...
09/29/2023

Exciting news for our Oshawa office. We had a ground breaking ceremony in Whitby yesterday for our future home which will be called the Durham Financial Centre. Stay tuned for our September 2025 big move. https://app.rbcsmb.com/apPnts

Our office did the RBC Race for the Kids locally this year and have raised over $1700!   Proceeds go to the Family Navig...
09/22/2023

Our office did the RBC Race for the Kids locally this year and have raised over $1700! Proceeds go to the Family Navigation Project at Sunnybrook for youth mental health! Another great cause and so much fun! https://app.rbcsmb.com/aQaRlS

09/14/2023

Our Fraud Prevention event for clients is Thursday September 14 - I'm sure Durham Region Police will have some valuable tips on how to protect yourself. Value added advice for clients.

09/06/2023

My September update is online now with market updates, an upcoming fraud seminar, our office participation in the RBC Race for the Kids and our volunteer work with Feed the Need Durham.

08/22/2023

I am running in the RBC Race for the Kids again in September. This event supports the Family Navigation Project at Sunnybrook which supports youth struggling with mental health issues. Please consider joining me or sponsoring me. Thank you!

08/01/2023

My August update is online now with updates on the markets, information on considerations for the family cottage and why advanced planning is appropriate as well as RBC's commitment to community involvement with employee participation.

My July update is online now with a market update, Bank of Canada on the future of a digital dollar and some community e...
07/04/2023

My July update is online now with a market update, Bank of Canada on the future of a digital dollar and some community efforts. Click here to read the full update.

ca.rbcwealthmanagement.com

It was a great week last week to get out in Durham Region.  The Station Gallery has outdoor concerts every second Thursd...
06/05/2023

It was a great week last week to get out in Durham Region. The Station Gallery has outdoor concerts every second Thursday throughout the summer and I attended the Hearth Place annual Golf Tournament. I love supporting Hearth Place Cancer Support Centre and the good work they do in our region. Why not join me one Thursday at Station Gallery? https://app.rbcsmb.com/afw7ax

I was happy to participate in the MS Walk again this year and thankful to my friend Kim who came out to join me and walk...
05/29/2023

I was happy to participate in the MS Walk again this year and thankful to my friend Kim who came out to join me and walk for a family member. I raised $750 - thank you to those who sponsored me! https://app.rbcsmb.com/ahmgsT

I attended the luncheon with Durham Region Chair John Henry yesterday.   Very exciting to hear the progress that Durham ...
05/26/2023

I attended the luncheon with Durham Region Chair John Henry yesterday. Very exciting to hear the progress that Durham Region is undertaking. Also great to be back in person to these types of events. https://app.rbcsmb.com/aGuVhA

I work with a lot of women and it's important to recognize the reality of living independently and how this can impact y...
05/17/2023

I work with a lot of women and it's important to recognize the reality of living independently and how this can impact you financially. Contact me if you would like me to review your individual situation.

Women are more likely to be living independently as they get older, and there are significant costs associated with living alone that they may want to consider. Read more for financial tips to help women plan for their later years.

www.rbcwealthmanagement.com

Address

17 King Street East
Oshawa, ON
L1H7M9

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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.