Gerri Sonkin, Investment Advisor of RBC Dominion Securities Inc.

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Richmond Hill, ON
Gerri Sonkin, Investment Advisor of RBC Dominion Securities Inc.

My mission is to help families, individuals, businesses and organizations build lasting financial wealth.

I have developed a high expertise in helping successful individuals transition from the accumulation of wealth stage to the distribution of wealth in preparing for their retirement years. I have associated myself with the best firm in the industry, RBC Wealth Management that has all the resources, intellectual capital and services to enable me to guide my clients to the fulfillment of their financ

ial goals and help them plan for the cash flow needs they will require in retirement. I embrace and advocate a deep discovery wealth management process that leads to a comprehensive planning approach which covers all aspects of client’s financial needs. We also help our clients with their intergenerational planning needs so they are able to create legacies for their families. Along with my 10 years of experience I am committed to the highest level of expertise by having obtained the Personal Financial Planner (PFP) designation and an Economics Degree. Not only do I have experience and credentials to help our clients reach their goals but we also have the highest commitment providing exceptional client service.

06/30/2026

The family cottage holds more than just memories — it holds the potential for family conflict if you haven’t decided who owns it next. Rising costs, geography, practicality; the reasons to pass on a property (or not) are deeply personal but they're worth discussing with family. Here are some thoughts to help start the conversation: https://bit.ly/4gOwXgT

06/25/2026

The post The Year-End Financial Reset: Plan Your Next 12 Months With Confidence appeared first on RBC Royal Bank.

The end of the year is the perfect time to step back, take stock and build an annual plan that sets your business up for what’s next. Here’s how to do it well.

06/21/2026

Happy Father's Day to the people guiding, supporting and believing in us. The way you show up every day makes all the difference.

06/18/2026

If your growth strategy depends on multigenerational wealth, your book of business is on shaky ground.

If your growth strategy depends on multigenerational wealth, your book of business is on shaky ground

06/15/2026

Uncertainty is part of running a business. The right financial plan can help you stay in control, adapt quickly and build long-term resilience. The post The Planning Advantage: How to Build Financial Stability in an Uncertain Environment appeared first on RBC Royal Bank.

Uncertainty is part of running a business. The right financial plan can help you stay in control, adapt quickly and build long-term resilience.

06/12/2026

Dynasties are not built through money alone. They are built through continuity, stewardship, preparation, and systems that keep families aligned across...

Dynasties are not built through money alone. They are built through continuity, stewardship, preparation, and systems that keep families aligned across generations.

06/08/2026

As Canadians live longer, the reality of aging brings new complexities. Whether you're planning for your own potential care needs or navigating the journey for a loved one, the financial and emotional implications can be significant. Early planning is key.

Specialists from Elder Caring Inc., CanAge, and Baycrest joined RBC Wealth Management to share five practical steps to navigate the emotional and financial costs of caregiving. Watch the conversation here: https://bit.ly/4dVUCdB

06/03/2026

Grey divorce can also significantly disrupt retirement cash flow planning — retirement planning, safe withdrawal assumptions, ...

Late life, diamond splitters, post-mature — call it what you like. This demands careful attention

06/01/2026

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem disconnected from reality. However, corporate earnings have been the great stabilizer.

05/29/2026

Learn how to save money for your dream vacation. Discover the best savings strategies, tips, and RBC tools to make your travel dreams a reality. The post How to Save for Your Next Vacation appeared first on RBC Royal Bank.

Learn how to save money for your dream vacation. Discover the best savings strategies, tips, and RBC tools to make your travel dreams a reality.

Address

260 East Beaver Creek Road, Suite 500
Richmond Hill, ON
L4B3M3

Telephone

+19057641079

Website

https://ca.rbcwealthmanagement.com/gerri.sonkin

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