Catherine Belo
Senior Investment & Wealth Advisor @RBC Dominion Securities
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WORK HISTORY
Senior Investment & Wealth Advisor @RBC Dominion Securities
Barrie, ON, CA
I hold the Chartered Investment Manager (CIM) designation, and I create and manage fully customized investment portfolios tailored to your needs and objectives. I work with established investors and high-net-worth individuals and their families, providing comprehensive financial planning that looks at your full financial picture — so you can have peace of mind and more time to enjoy life.My team of wealth specialists at RBC Wealth Management and I provide wealth-enhancing advice across all areas of your life, helping you achieve your goals and stay on track, with the full support of both myself as your dedicated advisor and the experts at RBC Wealth.
EDUCATION
Brock University
Bachelor of Business Administration (BBA Honors), Concentration in Business Management studies
Canadian Securities Institute
WME, CPH, CSC, IFIC, FPS course, Wealth Management, Financial Planning, Securities
ABOUT CATHERINE BELO
I’ve spent over 25 years helping individuals, families, and business owners make confident decisions about their wealth. This year I am celebrating 10 years with RBC DS as an Investment Advisor!For many of the people I work with, financial planning is about more than investing — it’s about values, life decisions, and peace of mind.My approach is relationship-driven and thoughtful. I take the time to understand what matters, what’s changing, and what you want your wealth to support over the long-term. From there, we build a clear, structured plan that’s easy to understand and grounded in discipline.At RBC Dominion Securities, I have access to a deeply established wealth platform, including integrated tax support, estate planning, business transition guidance, and institutional-level portfolio management.Extended services include :* Suitable investments aligned to your financial goals & objectives * Risk management & insurance * Transfer of wealth & legacy planning * Specialized services for business owners and professionals* Exclusive Client Events and Education Seminars In my personal life, I am a dedicated mom of 3, wife and pet lover! I enjoy yoga and skiing and love a night in with family or friends. If we haven’t met yet, I’m always open to a conversation. The best place to start is a short introduction call.
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