Financial security begins by building a plan you can trust

At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.

Where passionate women manage purposeful wealth

Mari Bunney is a wealth advisor who enjoys helping women and their families gain greater control of their financial life.

Many of Mari’s clients are high-achieving, purpose-driven women who spend much of their lives serving others, but know they must also take care of themselves. And while most of them have successful careers they thrive in, they want to know when they can start to slow down and work by choice, not for a paycheck.

Whether they have changed jobs, are suddenly single, or are simply nearing retirement, many of these women share similar concerns:

  • “Am I on track?
  • “Can I maintain my lifestyle?"
  • “How can I be more proactive with my financial health?”

As a result of working together, these women will have:

  • A Purposeful Wealth Plan, that incorporates their intentions purpose, and lifestyle needs
  • A clear and Balanced Investment Strategy that takes into account the desire for safety with the need for growth; and reduces unnecessary anxiety by organizing and defining what they own and the function and purpose it serves.
  • An opportunity to participate in her Purposeful Women’s Wealth Program to keep us all on track and accountable for long-term success in a collaborative and encouraging environment.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation, please contact me.

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Don’t fight (or fear) the Fed

Apr 18, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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