Catherine Belo, CIM
Senior Investment & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Protecting your wealth while strengthening your confidence.
The foundation of reaching your financial goals is a personalized strategy designed around your investment objectives, your time horizon and your comfort with market risk.
Our services
We create investment portfolios tailored to your goals - whether that's building wealth, generating income, reducing taxes, or planning for retirement. We start by understanding your situation, your comfort with risk, and your long-term objectives. When needed, we'll also connect you with RBC specialists in Estate & Financial planning, Risk Management, and Business planning to address your complete financial picture.
Our Portfolio Process
Our step-by-step portfolio process keeps your investments on track at every stage:
- Discovery Meeting – We learn about your goals, time line, and comfort with risk.
- Client Servicing Schedule – We provide a 2 year roadmap and clear outline of how we will support your financial situation.
- Build Your Personalized Portfolio – We recommend a personalized mix of investments that will help you achieve your investment goals and objectives.
- Financial planning – We create a comprehensive road map that connects all aspects of your finances to ensure every decision works together toward your goals and objectives.
- Monitor & Review – We regularly check your portfolio and adjust it as markets change.
- Stay Connected – We enjoy creating lasting relationships with our clients that go far beyond a once-a-year review.
Who we can help
We work with a variety of clients, including:
Busy professionals – Free up time by letting us manage your investments
Business owners – Balance personal wealth planning with business growth and transitions
Retirees – Maximize your retirement savings and income
Families – Efficiently transfer wealth to the next generation or charity
Non-profits – Manage investments according to your guidelines
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Events
Will & Estate Planning Seminar
Join us for an afternoon of education! We will be hosting a seminar to anyone who feels they want to know more about Will & Estate Planning. We understand that this phase may be difficult to understand and navigate, but that's why we are here - to help you feel confident and organized as you move through different chapters in life.
More details to be shared soon! Sign up below.
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Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.