Kathryn Finn, CIM
Senior Portfolio Manager
Prudent investment management and wealth planning. Value-aligned decision making.
We are devoted to enhancing and simplifying the lives of our clients through prudent investment management, comprehensive wealth planning and bespoke, customized service. Our team works with select families, professionals, and businesses who require specialized investment advice and holistic wealth management.
Our family-focused approach to investment advice reflects the steadfast commitment we have towards building and nurturing strong, multi-generational relationships with our clients.
Meet Kathryn Finn
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
We are driven by four core principles:
Responsible Financial Stewardship
We are dedicated to the protection and prudent growth of your capital. With the support of Canada's leading wealth management firm, we provide you with a custom-designed portfolio that reflects your individual needs and is driven by our firm’s long-standing, proven investment discipline.
Bespoke, Customized Service Experience
We provide highly personalized advice and tailored solutions to help you to understand your complete financial picture and align your wealth plan with your individual goals. We aim to simplify your life and look after all aspects of your financial well-being, expertly coordinating your investment, tax, retirement, business succession, philanthropic and estate planning needs.
Family Focus
It is our passion to build lasting, multi-generational relationships with our clients. We encourage the engagement of your entire family in our relationship and we are experts in supporting the transfer of wealth, while educating and empowering the next generation.
Empowering Women
Through our thoughtful wealth planning process and our commitment to understanding the individual needs and preferences of our clients, we are dedicated to building security and independence for women investors.
Our team would be pleased to meet you to learn your story and determine how we can best help you to achieve your goals
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.
Our Clients
Kathryn Finn serves a select group of high-net-worth clients who require sophisticated guidance and a higher level of personal service. In particular, Kathryn is most commended for her matchless expertise in assisting individuals who have undergone a major life event including divorce, death, and the selling of a business. Her clients typically include:
Business owners
who require help managing both personal and business assets.
Divorcees
who require tailored solutions to build security and independence after undergoing a major life change.
Families
looking for professional guidance on transferring wealth in a tax-efficient manner while educating and empowering the next generation.
Retirees
looking to preserve their capital over the long-term and maximize their after-tax income to achieve and maintain their ideal retirement plan.
Widowers
seeking support for maximizing multi-generational wealth and investing new assets gainfully.
High Net Worth Individuals
seeking the highest levels of comprehensive wealth planning services and a more professional approach to managing their assets.
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.