Zoe Donato
Investment Advisor & Financial Planner
The right strategy changes everything. Discover what yours could be.
With over 20 years of banking and wealth management experience, Zoe is passionate about shifting financial advice from reactive problem-solving to proactive wealth building. As a CFP® and PFP® professional with a Bachelor of Commerce in Entrepreneurial Management, Zoe has had the privilege of working with individuals, families, and business owners to navigate some of life's most important financial decisions.
Grow more than 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.
What we do
Specialize in simplifying complex financial decisions. This means taking time to truly understand your goals, values, and circumstances, then translating that into a clear road map. We partner with clients across wealth building, tax optimization, retirement planning, estate planning, business succession, and generational wealth transfer. Every strategy is customized because every client's situation is unique.
What sets us apart
The foundation of our practice is genuine relationships. We believe the strongest financial outcomes come from deep trust and real understanding, knowing not just your numbers, but what matters most to you. We take time to listen, ask the right questions, and ensure you're never surprised by our recommendations. Our clients value that we are accessible, responsive, and genuinely invested in their success.
Whether you're just starting out, in your peak earning years, or planning your retirement and legacy, we are here to help you build wealth with purpose and protect what matters most.
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.