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.

08/28/2026

Explore the emotional complexities of passing down a cottage and discover strategies to help prevent family feuds and leave a harmonious legacy. https://bit.ly/4cIxxde

08/21/2026

Explore how integrated, multi-generational philanthropic advice is helping families build strategies that strengthen both community and family bonds.

08/10/2026

Saving for your child’s education? Thoughtful education planning goes beyond simply setting money aside in an RESP — it's about optimizing how, when, and where those funds are structured to make the most of every opportunity. Questions? Send them our way.

08/07/2026

Modern generations are focused on building wealth differently, often through entrepreneurship, digital assets and global diversification.

07/31/2026

Stepping away from your business, even for a short period of time, can help you rest and recharge, enabling you to avoid or recover from burnout, stress or exhaustion. The post Unplugging for Success: 5 Tips to Help Business Owners Take Time Off appeared first on RBC Royal Bank.

Stepping away from your business, even for a short period of time, can help you rest and recharge, enabling you to avoid or recover from burnout, stress or exhaustion.

07/29/2026

Help avoid family disagreements over real estate and finances by appointing a person you trust as your attorney/mandatary for property.

07/24/2026

We understand health is important to you – therefore, it’s important to us too. That’s why RBC Wealth Management has long been committed to supporting the health and wellness of our clients. We’re thrilled to announce the next step in our ongoing efforts to help our clients age well: a strategic relationship with Cleveland Clinic Canada.

A world-renowned medical institution that has provided high-quality patient care for over a century, Cleveland Clinic serves as a trusted source for health information and services, to help our clients live and age well.

Learn more about this exciting partnership here: https://bit.ly/4vRIJLs

07/20/2026

An introduction to High Interest Savings Accounts Do you have some savings you’d like to set aside – for a future goal or just a rainy day? Want easy access to your money in case you need it quickly, without having to jump through hoops to get it? A High Interest Savings Account (HISA) might The post What is a High Interest Savings Account? appeared first on RBC Royal Bank.

Learn about High Interest Savings Accounts (HISA) and how they can help you earn more interest on your savings. Get started with our beginner's guide.

07/17/2026

Financial planning has always been about preparing for the future. But as people live longer, that future is becoming more complex. Today’s retirees may spend 25, 30, or even 40 years in retirement. Along the way, questions about health, caregiving, housing, purpose, cognitive well-being and family support can become just as important as financial considerations.

That’s why I incorporate longevity planning into my approach, with a focus on financial, physical, cognitive and social wellness.

The goal is to help you make more informed decisions, anticipate potential challenges, and create a plan that supports both wealth and well-being. Just as I collaborate with specialists across tax, estate, and trust planning, I also have access to longevity-planning expertise and resources to help you navigate the evolving realities of longer lives.

Successful planning isn’t just about how long your money lasts; it’s about helping ensure your life, health, relationships, and purpose are considered along the way.

If you’re thinking about what longevity could mean for you, your family, or your retirement plans, please reach out. I welcome the conversation.

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

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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