Tania Kvakic

Tania Kvakic has been a financial advisor with RBC Wealth Management for more than 15 years and works with high net worth families, professionals, expats, athletes and entertainment professionals. She holds the CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor^SM and Accredited Wealth Management Advisor^SM designations and has been named to many Forbes lists over recent years, including Best-in-State Wealth Advisors, Top Women Wealth Advisors and Top Next-Gen Wealth Advisors.

Tell us about your work.

I am committed to integrating what matters to you and your family—your lifestyle, values, goals and sense of purpose—to create financial security and peace of mind. My accountability is to you and your family’s financial well-being. I take a view of all areas that affect your wealth, including asset accumulation, income, protection, preservation, distribution, succession and legacy. This will allow you to focus your wealth where it can have the most impact. 

You need to know that everything that matters to you and your family is in its proper place. My discussion with you begins with that understanding. I build relationships with every client to achieve a customized wealth management plan that meets your needs. These relationships based on trust and integrity are the cornerstone of my practice.

I take the responsibility of handling your money as seriously as my own. Having earned the esteemed Master of Science degree in personal financial planning and a Bachelor of Science degree in international business management enables me to help serve you in an ever-changing environment and address the unique challenges you face. I will work hand-in-hand with your tax professionals and attorneys and utilize RBC Wealth Management’s global resources to give you every possible advantage.

You have a vision for your future. As your financial advisor, I take time to understand your goals and offer wealth solutions to take your vision to new heights. I’m dedicated to helping you and your family on a path to fulfill your highest aspirations so your wealth achieves the meaningful outcomes you’ve intended.

In what ways do you stand out?

As a female financial advisor, I have unique strengths and qualities that help me stand out. Women are often recognized for strong listening skills and our ability to empathize. I have a niche market working with international clients and sports professionals. I use a relationship-oriented approach and strive to build inclusive client experiences that resonate with those seeking respectful service.

How does authenticity impact your work?

For a financial advisor, authenticity is crucial to building trust, credibility and long-term relationships. I have to guide people on critical decisions regarding their money, which can be emotional and impactful. It leads to stronger relationships that are built on mutual respect and integrity.

What are the latest trends in your industry?

Billions of dollars of investment capital flow through the sports landscape, driving expansion and acquisition. We see trends like:

• Record team franchise valuations for both major and emerging leagues. 
• The fractionalization of media rights with streaming contributing to record sales. 
• Explosive growth in women’s sports. 
• Major sports agencies well capitalized by private equity firms seeking to acquire small and mid-sized competitors.
• Athletes generating more revenue from business outside the game than playing contracts, and this starting at much younger ages. 
• Ownership groups investing in mixed-use real estate and ancillary businesses to create entertainment centers in and around team facilities.

In my position, I keep a lens on all areas of the sports ecosystem to ensure I can make informed and actionable recommendations. Through my years of experience, I am able to leverage my network and make meaningful introductions that take into account not only matching businesses but also personalities for the best possible strategic outcome. 

How important is the community to your work?

It not only shapes my growth, but it provides a foundation for my success. It goes back to building trust and reputation. Being a visible member of my community builds stronger relationships. It allows me to meet my neighbors and build more meaningful connections. Supporting the communities I live in is important to me, as we all rise together and have shared experiences and resources. We can learn a lot from our communities and get great feedback and create a greater impact. We can inspire trust through authentic connections.

Whom do you credit for your success?

It started at home with my mom and dad. They are forever mentors and cheerleaders for me. I get the best personal and life/work advice from them, as it’s from the heart and unapologetic. I have had clients who have become mentors, sports coaches, managers, employees and professional business coaches. Every stage of my career has been so different, and every time I have been comfortable, I’ve known that it was time to get uncomfortable again because it was time to grow. That is the only way to evolve and get ahead. Taking risks is necessary but worth it, and having those role models and mentors helps you push further and dig deeper.