December 1, 2021
New York, NY

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Tania Kvakic

Senior Vice President and Financial Advisor, RBC

  • Tania has worked in the financial services industry for 15 years, allowing her to develop a caring and analytical approach with a commitment to delivering exceptional service to her clients. Having cross-border/international experience and being fluent in English and French allows Tania to communicate with many prospective clients and bring them a global point of view for their financial situation. Her differentiating investment approach has been formed by the training and credentials she has achieved.

  • Having the Master of Science degree in Personal Financial Planning and a Bachelor of Science degree in International Business Management enabled Tania to specialize in working with high-net-worth individuals/families, sports and entertainment professionals and cross-border/expatriate clients. She is also a Certified Financial Planner, Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, registered Investment Advisor Representative with FINRA, and holds life and health insurance licenses.

  • This year, Tania was named 2021 Forbes Best In State Wealth Advisor, 2021 Forbes Top Women Wealth Advisor, and 2021 Financial Planning Top 40 Regional Advisor under 40. In 2020, she was named both a 2020 On Wall Street Top 40 Regional Broker-Dealer Advisors Under 40, and 2020 Top Next-Gen Wealth Advisor by Forbes/SHOOK.