Gerri Sonkin, Investment Advisor of RBC Dominion Securities Inc.

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.

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

The U.S. stock market has challenges coming from all sides yet continues to rally. At first glance the market may seem d...
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.

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

Mother Are Children's first financial teachers. The article highlights an intergenerational challenge, urging broader .....
05/21/2026

Mother Are Children's first financial teachers. The article highlights an intergenerational challenge, urging broader ...

Mother Are Children's first financial teachers. The article highlights an intergenerational challenge, urging broader institutional support for mothers

In challenging economic conditions, it’s important to improve your financial resilience to reduce the risk of insolvency...
05/18/2026

In challenging economic conditions, it’s important to improve your financial resilience to reduce the risk of insolvency. Understanding the common pitfalls – and the solutions that exist – can help your business stay healthy. The post Business Insolvencies Remain High in Canada: Avoid These 6 Pitfalls to Reduce Your Risk and Improve Your Financial Resilience appeared first on RBC Royal Bank.

In challenging economic conditions, it’s important to improve your financial resilience to reduce the risk of insolvency. Understanding the common pitfalls – and the solutions that exist – can help your business stay healthy.

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on ...
05/15/2026

If you're getting a tax refund this year, you've got options. A vacation or home upgrade could be one. But depending on what your goals are right now, you can also consider saving all or a portion for your financial future.

A few ideas:
- Pay down non-deductible debt: Reduce outstanding non-deductible debt that’s subject to a high interest rate like credit cards or personal loans.
- Education savings: Contributing to a RESP now means you're investing in your children's or grandchildren's future.
- Protect what matters: Update your Will or make sure your insurance coverage still fits your life today.

There's no one-size-fits-all answer. If you want to talk through how to prioritize your refund to align with your goals, you can reach out to me.

05/13/2026

You're successful in business, but will you succeed in succession? The key to passing on your business is to start planning early – even before you decide on a retirement date. Watch the video for some important tips and contact me to get started.

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more ...
05/10/2026

Happy Mother's Day to the people shaping the next generation. Your patience, your wisdom, your love—it all matters more than you know.

Learn how you can properly budget and save money to reach your short to long term financial goals. The post How to Creat...
05/08/2026

Learn how you can properly budget and save money to reach your short to long term financial goals. The post How to Create a Budget that Actually Helps You Save Money appeared first on RBC Royal Bank.

Learn how you can properly budget and save money to reach your short to long term financial goals.

Address

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

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