Catherine Belo, investment Advisor of RBC Dominion Securities Inc.

Nearby finance companies

Chantal McNeily, Investment Advisor of RBC Dominion Securities Inc.
Victoria Street

The McIntyre Group of RBC Dominion Securities Inc.
Victoria Street;

Barrie Branch of RBC Dominion Securities Inc.
Victoria Street

Alan Pieprzak, Investment Advisor of RBC Dominion Securities inc.
Victoria Street

Your invited! Please join us TODAY at 12pm, my special guests provide you tips to maintain optimal health during these trying times followed by a complimentary 30 minute fitness class , great for those working from home or craving a stretch! https://app.rbcsmb.com/RJVPV https://app.rbcsmb.com/aE7gK3

04/06/2021

Your invited! Please join us Wed, April 7th at 12pm for a live webinar as my special guests provide you tips to maintain optimal health during these trying times followed by a complimentary 30 minute fitness class , great for those working from home or craving a stretch! https://app.rbcsmb.com/RJVPV https://app.rbcsmb.com/aOc9Jl

04/05/2021

Your Invited! Join us for this complimentary web event on Wed, April 7 at 12pm. Our experts will provide tips for optimal health in these trying times followed by a complimentary 30 minute fitness class, perfect for those working from home or craving a stretch. Please register in the link attached. https://app.rbcsmb.com/aroA8Y

04/05/2021

Your invited! Please join me as my special guests provide you tips to maintain optimal health during these trying times followed by a complimentary 30 minute fitness class , great for those working from home or craving a stretch! https://app.rbcsmb.com/aRJVPV

04/05/2021

Please join us this Wed, April 7 at 12pm for a live 1 hour webinar to improve your health & well being during these trying times! Our experts will provide tips on how to maintain optimal health and will include a 30-minute fitness class for anyone craving a stretch while working from home, or who just needs to get up and move a little. https://app.rbcsmb.com/aoNgS-

Take the Commuted Value of Your Pension, or Leave It in Place?

11/05/2020

Do you have a pension and leaving your employer? If you need to decide what to do with your defined benefit pension plan and would benefit from a personal analysis, please reach out to me direct: www.Catherinebelo.ca

Take the Commuted Value of Your Pension, or Leave It in Place? discover.rbcroyalbank.com

Finding the right balance of stocks and fixed income is the key to your investment survival

11/04/2020

Your ideal investment mix (how much equities vs. fixed income exposure in your portfolio) should properly reflect your personal risk tolerance, investment objectives, and your required rate of return (as determined by your specific financial plan). Do you know your ideal investment mix? It's key to reaching your goals! It may not be what you think. Read here and reach out to me with any questions.

Finding the right balance of stocks and fixed income is the key to your investment survival mississauga.com

04/24/2020

Catherine Belo, investment Advisor of RBC Dominion Securities Inc. updated their website address.

04/24/2020

Catherine Belo, investment Advisor of RBC Dominion Securities Inc. updated their phone number.

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Your Trusted Advisor

Catherine provides ongoing professional Investment and financial advice and takes a comprehensive approach to wealth management.

Catherine works with established investors and a high net worth clientele of business owners, executives, and professionals.

Through collaboration with a team of in-house RBC Wealth Management experts, she provides clients with focused strategies and solutions in areas including: financial planning, tax strategic planning, risk management and minimization strategies, Wills & estate planning, legacy and transfer of wealth, charitable giving, and specialized business owners services.

Catherine’s approach to investing focuses on investment goal setting, planning, and active net worth analysis for her clients. She has expertise in blue chip, dividend paying stock portfolios and takes a conservative approach to building and protecting wealth through proper diversification and asset allocation.

Address

11 Victoria Street, South Suite 100
Barrie, ON

Other Finance in Barrie (show all)

Chantal McNeily, Investment Advisor of RBC Dominion Securities Inc.
11 Victoria Street , Suite 100
Barrie, L4N6T3

My team and I work relentlessly to earn your trust by leveraging the strength, experience and expertise of the most qualified partners both internally and externally to seamlessly ...