Senior Vice President - Financial Advisor - Senior Portfolio Manager - Portfolio Focus
I am very proud to have received a Forbes Top Women Wealth Advisors award in 2022 and 2023. It’s an honor to be nationally recognized as one of the best in the industry—because it means I am serving my clients well.
It’s not always easy to talk about your finances, especially with your children. But knowing how to manage their money wisely is a critical skill for their futures—and one often not taught at school. We can offer you smart tips and strategies for how to make sure your children learn the skills they need to manage their money wisely. Contact us today to learn how to give your children a head start on financial success.
I feel it is critical to communicate consistently and effectively with my clients. The financial world is confusing and full of industry jargon, I feel it’s my job to translate that jargon into concepts that everyone can understand. The intent of the article(s) below is to illustrate and explain different financial concepts. Please take the time to read them and, if possible, provide me with your feedback and questions.
Kristie Svejda, CDFA®, CPFA®
May 26, 2022
RBC Wealth Management retirement plan solutions
If you would like to stay up-to-date with me and receive timely information in your social media feeds, I invite you to visit and like my social media pages.