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.
Our services
We design personalized investment portfolios that deliver both exceptional results and an exclusive experience. Starting with a thorough understanding of your goals, risk comfort, and timeline, we build strategies for wealth creation, income generation, tax efficiency, or retirement planning. We also leverage RBC's full spectrum of specialists—in estate planning, risk management, and business strategy—to create a comprehensive financial picture tailored to you.
Our Portfolio Process
1. Discovery – We understand your goals, timeline, and risk tolerance.
2. Roadmap – We provide a 2-year plan outlining how we'll support you.
3. Build Portfolio – We create a personalized investment mix for your goals.
4. Financial Planning – We connect all aspects of your finances into one comprehensive strategy.
5. Monitor & Review – We regularly adjust your portfolio as markets change.
6. Ongoing Support – We maintain a lasting relationship with regular check-ins beyond annual reviews.
Who we can help
Retirees – Maximize your retirement savings and income
Retiring professionals – Transition confidently with a comprehensive retirement plan
Busy professionals – Free up time by letting us manage your investments
Business owners – Balance personal wealth planning with business growth & transitions
Families – Efficiently transfer wealth to the next generation or charity
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.