Sorensen Wealth Management of RBC Dominion Securities
Your life goals are our life’s work
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.
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.
Sorensen Wealth Management
Your financial peace of mind is always my goal, despite uncertainties in the markets and in life. By utilizing a strategic and disciplined process, I help you manage your assets and risk along the way.
Stable and consistent returns that are supported by established, income-producing securities are my focus to help you build and protect your wealth. I also prioritize tax-minimization strategies and offer estate and insurance guidance.
True wealth is about more than money. As your wealth manager, I will support you through periods of change in your family, career and health by ensuring that your financial plan is ready for anything, no matter what life brings your way.
Backed by the resources of RBC Dominion Securities, Canada's leading wealth management firm, I offer access to a complete range of financial services. Whether you are looking to build your financial future, protect what you have already built or create a lasting legacy for your family, we have the expertise and resources you need.
Please, do not hesitate to give me a call.
Chris Sorensen, CIM, CFP Portfolio Manager & Wealth Advisor
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.
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.