Karon Stevenson Wealth Management of RBC Dominion Securities
Thoughtful Advice. Lasting Relationships. Generational Wealth.
You have dreams. We have the expertise to help you make them a reality.
At Karon Stevenson Wealth Management, we believe exceptional wealth management begins with understanding what matters most to you. We work with successful individuals, families, professionals, and business owners who value thoughtful advice, long-term relationships and a personalized approach to managing their wealth.
Our team takes the time to understand your goals, priorities, and evolving needs before developing strategies tailored to your unique circumstance. By combining disciplined investment management, comprehensive financial planning, and the extensive resources of RBC Dominion Securities, we help simplify financial decisions at every stage of life.
Why Choose Karon Stevenson Wealth Management of RBC Dominion Securities
Your financial life is unique, and your wealth management team should be too. Choosing a wealth management team is about more than managing investments--it's about partnering with trusted advisors who understand your goals, anticipate your evolving needs and provide thoughtful guidance through every stage of life. At Karon Stevenson Wealth Management, we're committed to building lasting relationships by delivering personalized advice, exceptional service, and the experience and resources, to help you achieve your long-term financial goals.
Stronger Together
Ted Karon and Louise Stevenson combine their complementary expertise to provide clients with broader perspective, deeper collaboration, and continuity of advice. Backed by decades of wealth management experience and a shared commitment to personalized service, clients benefit from the confidence, consistency, and resources of a dedicated advisory team.
What are Individual Pension Plans (IPPs)?
Professionals at your service
Behind every successful wealth management relationship is a dedicated team committed to exceptional service. We work collaboratively to deliver timely communication, personalized advice, and seamless execution.
Our Commitment to You
Everything we do is guided by a commitment to putting our clients first. These principles shape every recommendation we make, every relationship we build, and every financial plan we create.
Protecting and Growing Your Wealth
Your wealth deserves thoughtful stewardship. We take a disciplined, long-term approach to managing your investments, balancing growth opportunities with prudent risk management. Every portfolio is carefully tailored to your goals, values, and financial objectives, while benefiting from the research and resources of RBC Dominion Securities.
Personalized Advice, Tailored to You
No two clients are alike, which is why every recommendation begins with understanding your unique circumstances. We provide personalized advice and comprehensive wealth planning that aligns your investments with your lifestyle, family priorities, and long-term aspirations, helping simplify even the most complex financial decisions.
Building Relationships Across Generations
Wealth management is about more than today's decisions--it's about preparing for tomorrow. We take pride in building trust, multi-generational relationships, helping families preserve wealth, navigate important life transitions, and educate future generations with confidence.
Supporting Women Through Every Financial Stage
Every financial journey is unique. We are committed to helping women build financial confidence through personalized advice, thoughtful planning and strategies that support their goals--whether building wealth, navigating major life transitions or planning for the future generations.
It all starts with you
At Karon Stevenson Wealth Management, every relationship begins with a conversation. We take the time to understand your goals, values, and what matters most to you before developing a personalized wealth strategy tailored to your unique circumstances. Through thoughtful advice and comprehensive planning, we're committed to helping you navigate life's financial decisions with confidence.
What we do
We provide wealth management solutions designed to help simplify your financial life. From investment management and retirement planning to estate planning, tax strategies and wealth transfer, our advice is personalized to your unique goals and circumstances. Working alongside a network of RBC specialists, we coordinate every aspect of your financial plan to help you build, preserve, and transition your wealth with confidence.
How we do it
Our process is built around collaboration, clarity and long-term partnership. We begin by understanding your financial picture and priorities before developing a customized wealth strategy aligned with your goals. As your life evolves, we continually review your plan, providing proactive and thoughtful guidance to help keep you on track and confident in your financial future.
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.
Serving specialized needs
Our clients come from a wide range of backgrounds and life stages, each with unique goals and challenges. We provide personalized advice and comprehensive wealth management, with particular expertise in serving the following client groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
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.