Louise Stevenson
Portfolio Manager & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
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.
Get to know Louise
Whatever your next financial milestone, from sending your children to university, to planning your retirement or selling your business, even up until you build a legacy for your family, Louise and her team will be with you every step of the way.
Financial Literacy Education Series
Financial Literacy is a life skill. When approached early, financial literacy offers tools for you to build sound financial management skills. Explore this series which is specifically designed for individuals 16 years of age and older and provides a platform that focuses on the benefits that an early approach to financial literacy can offer. Be more confident and capable as you gain financial independence with financial literacy knowledge!
Aging Well
Your ability to age well involves careful attention towards health, wellness and knowing you have a plan. Through years of serving clients in making the most of their senior years, our team recognizes how essential it is to proactively plan for a long and healthy retirement. Planning however, doesn’t just involve your finances, it needs to be able to address wellness and health care, longevity, and end of life as moments that matter for you, your family, and your finances.
Discover ideas, insights, and resources to assist you in planning for and enjoying a long and healthy retirement.
Professionals at your service
Louise is a firm believer that to achieve financial harmony she requires a team of wealth management experts who, together, relieve clients of their concerns and provide the necessary tools and advice to help them enjoy their lives to the fullest.
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.
Our core principles
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.
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.
Sandwich Generation
Are you part of the Sandwich Generation?
"Working with the sandwich generation is important to me as for the past several years I’ve had to manage the pressures of owning a business, being a full time mother of two teenage daughters and a full time care giver for my father..."
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.
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