Karen Ewald Wealth Management of RBC Dominion Securities
Helping you achieve your personal and financial goals
You have dreams. We have the expertise to help you make them a reality.
Wealth management is more than simply managing a stock portfolio. As a client of Karen Ewald Wealth Management, your investment portfolio is connected with your lifestyle spending needs.
We help you and your family navigate the complexities of managing wealth by helping you gain a better understanding of the various financial issues, concerns and opportunities you face at every life stage. Let us know what you need help with, and we will work closely with you to help you meet your goals.
Who we are
At Karen Ewald Wealth Management, our clients have very personalized wealth management needs and we strive to understand what matters most to you and your family. We are located in Chatham, Ontario and have all the resources of one of the world’s strongest financial institutions, Royal Bank of Canada.
We pride ourselves on clear, consistent communications and have built a reputation for honesty, competence and professionalism. Karen’s personal approach along with her active pursuit of professional development ensures she is able to meet all of her client’s financial requirements.
Meet the team
If you are looking for a trusted partner to help you and your family preserve and build your financial wealth over time, please feel free to contact Karen today.
The team surrounding Karen Ewald Wealth Management
Have you wondered how decisions are made about an investment portfolio? Well, it takes a village. The extended team behind Karen Ewald Wealth Management is known as the RBC Equity Strategy and the Portfolio Advisory Group (PAG) and consists of more than 100 individuals. Both teams work together to ensure the desired goals of the client are achieved when it comes to wealth management. Karen leverages support from head office strategists and analysts so we can structure your custom portfolio to meet your wealth management and investment needs
Referrals
If you know someone concerned about their investment portfolio, we'd be happy to help. Feel free to share our website with them so they can explore our services and reach out with any questions.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do at Karen Ewald Wealth Management
• Professional investment portfolio management
• Financial planning
• Discretionary portfolio management
• Commodity futures and grain hedging
• Insurance solutions and estate planning
We design investment portfolios to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances.
We strive to help you achieve your goals by
• Explaining how your investment portfolio impacts your lifestyle and spending
• Simplifying your complex financial affairs
• Helping you invest for your retirement
• Educating clients on how they can improve tax efficiencies through investment choices and account types
Our four-step portfolio process aligns your investments with your goals through discovery, strategy development, personalized portfolio construction, and continuous monitoring.
Is Karen Ewald Management a good fit for you?
We have three broad ways of managing your wealth:
1) Discretionary Private Investment Management (PIM): We act on your behalf while maintaining your personalized Investment Policy Statement (IPS) objectives
2) Advisor accounts: Fee-based but with some input from you, the client
3) Commission-based accounts: Typically cash savings or Guaranteed Investment Certificates (GICs)
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.
Taking a responsible approach to your investments
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
Integrated
As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.
Targeted
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
Impactful
Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.
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
Plan for tomorrow – today
Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.
Your health
We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.
Your support needs
We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.
Your finances
We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities
Your legacy
We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.
Karen's Blog
Sharing practical investing tips, real stories, and insights to help you make the most of your money.