The best returns are more than financial

Strategy. Execution. Success.

Specializing in high-net worth individuals, families and businesses, sports and entertainment professionals, we take a view of all areas that affect their wealth, including asset accumulation, protection, preservation, distribution and succession in order to create a sense of financial security and peace of mind. We listen to our clients’, priorities, lifestyles, tolerance for risk and tax issues. We build relationships with every client to achieve a customized wealth management plan that meets their needs. We provide a high level of service and industry expertise that meets and often exceeds their expectations. We view the responsibility of handling our clients’ money as seriously as our own. With our team, we devise and continuously refine strategies for meeting our clients’ goals as their life situation changes. We pull in the finest talent and utilize our global resources from every sector of the financial world in order to give our clients every possible advantage.

Proud to be a national award-winning advisor

As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.

  • Financial Planning’s Top 40 Regional Broker-Dealer Advisors under - 2020
  • Forbes Top Next-Gen Wealth Advisors - 2020
  • Financial Planning’s Top 40 Regional Advisors Under 40 - 2021
  • Forbes Best-in-State Wealth Advisors list - 2023, 2022 and 2021
  • Forbes Top Women Wealth Advisor - 2023, 2022 and 2021
  • Forbes Next-Gen Wealth Advisor - 2021
  • AdvisorHub Advisors to Watch - 2023, 2022

Proud to be an official partner of Major League Soccer in the United States

At RBC Wealth Management, we believe goals matter. That’s why we’re very excited to announce our new partnership with Major League Soccer, where goals are extremely important. This league is the fastest-growing major sport in the United States and as an official partner, we’re delighted to be a trusted teammate.

It's all about staying connected

Thank you for trusting me as your wealth management partner.  My commitment to you goes beyond sharing my knowledge and expertise.  If you are not currently a client feel free to contact me to set up a meeting.

Tania Kvakic


About Tania

Interested in learning more? Click here to read less and view my curated financial education videos.

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The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.

Learn how the so-called sin stocks of oil, alcohol and tobacco can fit into a responsible investing strategy in our latest newsletter.

The #WomenofRBC bring diverse experiences to financial services. Take Helima Croft, an RBC Capital Markets leader whose career path included a stint in the CIA. Read inspiring stories from Helima and others in the latest issue of Prosper·US!