RBC Dominion Securities - Darlene Koller, Wealth Advisor

About

Darlene Koller is a Portfolio Manager and Wealth Advisor as well as a certified financial planner and chartered insurance professional for RBC Dominion Securities. Darlene assists her clients with a personal touch, striving to achieve mutually rewarding partnerships with those who turn to her for advice. She takes the time to learn about them, their families, and their businesses so she can be effective in sorting through financial matters and to meet their financial goals. Darlene has been helping clients just like you for over 20 years. When you choose her to help plan your future, she will take the time to learn about you, your family, and your business, to identify what is most important to you. Every financial matter is dealt with in a clear understanding of your expectations as you work together every step of the way using the knowledge and experience Darlene has gained by helping clients over the years. Services include: Disciplined Investment Advice Comprehensive Financial Planning Retirement Planning Estate Planning Insurance Planning Charitable giving Sale of business or property Business Succession Planning Inheritance Marital Breakdown It is important to Darlene to educate you on the things you don’t know, and keep in contact with you year round to no matter what area of planning you are working on. Darlene actively pursues continuous learning and professional development courses to ensure she is current with new financial instruments and opportunities so as to ensure the best possible financial planning strategies are being used for her clients. Education Certified Financial Planner Designation Associate certificate in Financial Planning and Financial Management through BCIT Chartered Investment Manager through the Canadian Securities Institute Strategic Wealth Transfer Course through the Canadian Securities Institute Level I & Level II Insurance certified Competent Toastmaster certified Darlene has lived in the Fraser Valley for most of her life, where she has raised her family, all of whom enjoy the lifestyle and people who are part of the community. Darlene spends her time hiking and kayaking at Cultus Lake, as well as skiing, and golfing depending on the season. Community Involvement Chilliwack Mt. Cheam Rotary Chilliwack Hospice

Contact

9296 Main St.
Chilliwack, British Columbia V2P 4M5
Canada

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