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, objective 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.

Bulletin Board

The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

Global Insight 2019 Outlook

While it’s late in the game, the economic expansion should have stamina. A constructive—yet vigilant—approach to financial markets is warranted. Read the full analysis in our 2019 Outlook.

Not all lessons happen in the classroom

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.