Kathy Dion Email & Phone Number

I have been providing wealth management advice to clients at RBC Dominion Securities since 1999. As a life-licensed agent, I am qualified to advise clients on tax-deferral, risk management, and complex estate planning strategies through the use of life insurance products. My wealth management skills provide vital input into the development of retirement and estate planning strategies for clients through collaboration with their accounting and legal advisors. My Professional Financial Planning and Canadian Investment Management (CIM) designations, along with years of experience as an Investment Advisor with high integrity, led to my qualification as a Portfolio Manager. As a Portfolio Manager, this enables clients to have their investments custom-designed and monitored by professional discretionary money managers.As a long term resident of Grande Prairie, I spend my free time practicing a healthy and active lifestyle. Whether I am running, biking, or chasing after grandchildren, my adventurous spirit allows me to not only be a dedicated family member but also someone clients can confide in to discuss their goals, questions, and future plans.