Tania Kvakic

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.

COVID-19 preparedness

At RBC Wealth Management, the health and safety of our clients and employees is our top priority. We are closely monitoring COVID-19 and its potential impact on our business activities globally. We are taking various precautionary measures to minimize the COVID-19 risk in our offices. Learn how we're prepared.

Honored to be an On Wall Street recipient

I am very proud to be recognized as an On Wall Street Top 40 Regional Broker-Dealer Advisors under 40 in 2020. Nominations for this award were received from hundreds of advisors and managers and ranked according to production totals. I am pleased to be a part of this respected group—because it means I’m serving my clients well.

On Wall Street annually ranks the industry’s top producers under 40. Nominations were received from advisors and managers and ranked according to production totals. This award does not evaluate the quality of services provided to clients and is not indicative of the advisor’s future performance. The financial advisor does not pay a fee to be considered for or to receive this award.

Honored to be a Forbes Top Next-Gen award recipient

I am very proud to be recognized as one of Forbes' Top Next-Gen Wealth Advisors in 2020. Advisors list in the U.S. Top Next-Gen awards were developed by SHOOK Research, recognizing top financial advisors at national, independent, regional and bank broker-dealers from across the U.S. that were born in 1981 or later.

Source: Forbes.com (July, 2020). SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking, and are not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information see www.SHOOKresearch.com.

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.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management is proud to receive the J.D. Power Award for ranking highest in the 2020 U.S. Full-Service Investor Satisfaction Study.

RBC Wealth Management received the highest score in the J.D. Power 2020 U.S. Full-Service Investor Satisfaction Study of customer satisfaction with full-service investment firms. Visit <a href="https://jdpower.com/awards" target="_blank">jdpower.com/awards</a>.

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