Diep Family Wealth of RBC Dominion Securities
Embrace today, while planning for tomorrow.
Achieve financial freedom with professional wealth management
Wealth Advisor and founder of our team, Karen Diep spent the last 20 years in financial planning roles nurturing her passion for promoting financial literacy and providing guidance and support to her clients and their families.
Her dedication and empathy towards her clients lead to her becoming their financial confidant – the person they can depend upon and can answer any questions or concerns they may have.
Professionals at your service
Leaning on experience and industry accreditation, our team of experts help bring financial peace of mind to clients like you.
Sail towards financial peace of mind
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
+ A tailored, focused approach built on financial planning
We focus on providing clients with the guidance and solutions they need to achieve greater peace of mind and confidence in their financial future.
+ We simplify the intricacies that come with great wealth
We empower our clients to make well-informed investment decisions that align with their goals. We also help business owners grow their companies and proactively assist clients in managing their personal and professional wealth.
+ We integrate financial planning expertise into our comprehensive services
We'll help manage your investments, plan your retirement, protect your financial security and plan your estate so you can take comfort in knowing you’re receiving expert wealth management and attention.
Our approach
Coordinating your affairs to simplify your financial life
Financial Planning
With the expert support of our industry-leading RBC Wealth Management Services team, we can help you address your specific financial, tax, retirement and legacy planning concerns.
Investment Management
The basis of long-term, successful money management, the Portfolio Approach is predicated around creating a customized investment portfolio that reflects your investment needs throughout the various stages of your life.
Family Wealth Management
Explore 10 strategies to help you protect your assets, reduce taxes, plan for retirement and maximize your legacy.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.