Kathryn Finn, Portfolio Manager at RBC Dominion Securities Inc.

Kathryn Finn, Portfolio Manager at RBC Dominion Securities Inc. Family focused wealth management. I understand the complexity of these strategies and the accompanying inter-personal family dynamics.

My almost 30 years of experience and commitment to the highest standards of integrity and professionalism will help you secure your family’s financial future, and take the weight of wealth management off your shoulders. A large number of my clients include those looking for assistance with managing family and inter-generational wealth planning strategies. My approach means I dig deep with my clien

ts to learn their every aspect, sensitivity and need. My big-picture wealth planning process focuses on the long-term vision for your life. I use a fee-based model and leverage the expertise of my team and RBC’s in-house experts, as well as external advisors. Many of my clients include individuals who have had a recent change that transforms how they manage their family wealth – death, divorce or sale of business. As a client of mine, I’ll give you the freedom of knowing the day-to-day management of your affairs is taken care of so that you can travel, focus on your career and/or family and live your life to the fullest.

Join me today to celebrate global running day! This day is about inspiring each other to live a more active lifestyle. A...
06/01/2022

Join me today to celebrate global running day! This day is about inspiring each other to live a more active lifestyle. All it takes is to get out there and get moving no matter the distance covered!

Running can give you a longer life, better sleep, improved immunity, mood and more—it’s even good for your knees and lower back.

05/25/2022

Hoping everyone was able to enjoy the long weekend! I am excited to announce my Financial Fridays are back with a little bit of a twist! Since I covered majority of the financial concepts in my previous posts, I will now be dedicating my Financial Friday's to answering any questions individuals have surrounding the market and the investment industry! Please ask any questions you might have in the comments below or email me at [email protected]

The number of questions I receive will determine whether I will continue this on a weekly basis or every few weeks! Looking forward to answering any questions you might have!

12/31/2021

Last Financial Friday of 2021 - Quantitative Easing.

12/17/2021

This weeks Financial Friday is Fiscal Policy.

12/03/2021

This weeks Financial Friday is Central bank.

11/19/2021

This weeks Financial Friday is - After hours trading.

11/12/2021

This weeks Financial Friday - Systemic Risk.

If you run a small business and are thinking of growing, selling or passing it on to a family member this summit is for ...
10/15/2021

If you run a small business and are thinking of growing, selling or passing it on to a family member this summit is for you.
Topics covered are:
- Planning for the 2022 tax year from Silvia Jacinto -tax partner at Crowe Soberman
- 2022 Tech trends for business with Alison Leung Head of marketing Canada - Shopify and Valerie Carson Sr.MGR technology from KPMG
- Access to Capital panel - getting the most from Private funding and Government programs with Katie Salem Executive Director of York Angel Investors; Malak Marzouk Sr. Mgr TAP Growth Toronto Board of Trade; Rebecca Pang Commercial Account Mgr RBC
- Principles of Selling your business with Melanie Russell President of Kalex Valuations Inc.
- Panel discussion - Key strategies for managing what is often your biggest line item - human capital management in a post Covid world with Luisa Da Silva Founder and President LD Human Resources and Catherine Milne, Emplyment Lawyer Turnpenney Milne LLP
- Small business success story with Khushboo Jha Founder and CEO at BuyProperly

Click to register:
HTTPS://vote.pollstream.com/l/moCg9ws

This event is free and I would love to see you there. It will be a great day.

10/01/2021

This week's Financial Friday - Life Insurance

09/29/2021

Today is Women's health day - and I was fortunate enough to have a conversation with Janet Omstead to get some insight on we using "Play as Medicine".
Let me know how you "play"!

09/24/2021

This week's Financial Friday - Life Insurance.

Address

2345 Yonge Street/Suite 1000
Toronto, ON
M4P2E5

Telephone

+14169742535

Website

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My 20 years of experience and commitment to the highest standards of integrity and professionalism will help you secure your family’s financial future, and take the weight of wealth management off your shoulders. A large number of my clients include those looking for assistance with managing family and inter-generational wealth planning strategies. I understand the complexity of these strategies and the accompanying inter-personal family dynamics. My approach means I dig deep with my clients to learn their every aspect, sensitivity and need. My big-picture wealth planning process focuses on the long-term vision for your life. I use a fee-based model and leverage the expertise of my team and RBC’s in-house experts, as well as external advisors. Many of my clients include individuals who have had a recent change that transforms how they manage their family wealth – death, divorce or sale of business. As a client of mine, I’ll give you the freedom of knowing the day-to-day management of your affairs is taken care of so that you can travel, focus on your career and/or family and live your life to the fullest.