Kayte Black, MBA, CFA, CFP
Portfolio Manager & 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.
"My job as your Advisor is about so much more than investment management. Good investment management is foundational to our relationship, but it's really about going beyond the investments, accounting for the whole picture, and having a genuine interest in learning and understanding the stories that make your goals unique…
Our clients feel confident in the financial foundation we've helped them build for themselves and their families—that's what makes my job rewarding."
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Family wealth guide
When you are responsible for your family's wealth, there are some unique financial planning issues and strategies that you should consider.
Business owner's guide
Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications.
Custom-Designed Portfolios
The first step is to thoroughly understand your individual financial goals that will ultimately guide the entire portfolio process.
Ready for retirement?
If you are approaching retirement, or have recently retired, there are several financial items you need to check off your list.
Estate planning
The last thing you want your loved ones worrying about is tracking down records of assets, accounts, policies, liabilities, legal contracts, and other documents required to settle your estate.
Financial Literacy
At RBC Wealth Management, we recognize the importance of helping to build financial literacy among our clients and their families.
Women and Wealth
Women face unique challenges and opportunities when it comes to wealth planning and investing for the future.
Medical Professionals
Your unique financial situation requires specialized advice. Our team provides the integrated wealth management expertise that you need to meet your goals.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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
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. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key 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.
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.