Laying the Groundwork

Tania Kvakic helps clients build a financial foundation for a truly successful life.

No matter your age or profession, financial success doesn’t happen by accident. It’s the result of thoughtful strategy, informed decisions and a trusted guide.

For nearly two decades, financial advisor Tania Kvakic has been that guide, helping clients at RBC Wealth Management build wealth, protect what matters most and plan for the future with confidence. Her approach is to blend professional expertise with personal connection.

“Being a financial advisor is much more than managing money,” Tania explains. “It’s about listening, understanding and creating a plan that truly reflects each client’s lifestyle, values and goals. I see myself as an extension of my clients’ families.”

With the backing of RBC Wealth Management’s global resources, Tania takes an approach that is centered on building trust and communication within families and managing clients’ comprehensive needs. She integrates every aspect of her clients’ financial lives—investments, retirement planning, tax strategies, insurance and estate planning—into one comprehensive vision, working hand in hand with clients’ tax professionals, attorneys and other support specialists.

“I’m dedicated to helping you and your family fulfill your highest aspirations.”

Her clients include professional athletes, entrepreneurs and multigenerational families. High net worth individuals and families face distinct financial challenges, including complex taxation issues and possibly a seasonal income. Whether guiding a young athlete through his first professional contract, helping an entrepreneur sell a business or designing a multigenerational wealth transfer plan, Tania’s goal is always the same: to provide peace of mind.

In 2024 Tania launched Imperial Wealth Management, a dedicated team within RBC Wealth Management designed to ensure her clients receive not only world-class resources but also a continuity of care for decades to come.

“We want our clients to know they’ll be cared for today, tomorrow and for generations ahead,” she says. “That means having the right people, processes and culture in place.”

Tania’s impact extends beyond her office walls. She has proudly sponsored the Baseball Canada Gala for 18 years, supports philanthropic initiatives close to her heart—particularly those that support children, animals and sports—and mentors the next generation of women advisors.

“Some amazing women are getting an opportunity to shine,” she says. “I want to keep breaking down doors for those coming up behind me.”

Focusing on staying at the top of her game while helping clients be at the top of theirs, Tania stays up to date with continuing education and pursues professional designations. “I’m dedicated to helping you and your family fulfill your highest aspirations so your wealth achieves the meaningful outcomes you’ve intended over the long run.”

Financial well-being offers a sense of security and peace of mind. Tania helps establish this for her clients by addressing all areas that affect their wealth, including asset accumulation, income, protection, preservation, distribution, succession and legacy.

“I provide a high level of service and industry expertise that meets and often exceeds your expectations,” she says. “I view the responsibility of handling your money as seriously as handling my own.”

Tania values traveling the world to experience new cultures, as well as spending time close to home with her loved ones, including Bentley, her beloved Bernedoodle. Closer to home, she values the time she gets to spend with her clients and their families, taking the time to listen to them so she can help each one lay the groundwork for lasting success.