- Optimize your business
- Business planning
- Financial planning
- Live well in retirement
- Retirement planning
Welcome to the Calgary South Branch
Meet the Branch
If you are in need of professional wealth management, RBC Dominion Securities full-service Investment Advisors are able to custom-design portfolios that reflect your specific needs. Our Investment Advisors utilize a complete range of wealth management services to put you - and keep you - on track to reach your financial goals.
As a Branch Manager at RBC Dominion Securities, it's my role to ensure that your needs are addressed, and that you are matched with an Investment Advisor who feels the same way that you do about your objectives, your financial situation and the current economic climate - so that you can work together toward the same goals.
I would be pleased to help you find an Investment Advisor. Contact me today to get started.
Randy Perram, Vice President & Branch Manager
Johanna Dallyn, Branch Administrator
"I have been with RBC Dominion Securities for 25+ years, serving clients through offices in South Calgary and High River. My Associate Heather Topolnitsky and I, specialize in conservative wealth management for high net worth families and businesses in the foothills region. Our team strives to provide true comprehensive wealth management by working together with our client's accountants, lawyers, tax planners, and other professionals."
Rick Charlton, Investment Advisor
"Our team currently manages over $125 million in assets and provides a comprehensive range of solutions designed for our clients' unique situations. After an initial meeting where our services are explained, a blueprint is provided which will address our client's evolving financial situations such as accumulating assets, generating retirement income and efficient estate transfer. Our team typically deals with families and businesses with an excess of $500,000 in investible assets. If you value personalized advice and service, please contact us or click here to learn more about the team."
Bruce Palmer, B. Comm., MBA, Vice President, Investment and Wealth Advisor
"I provide tailored, holistic Wealth Management to individuals, families and corporations based on their individual needs and values. My passion is planning for retirement and turning savings into income for retirement, for individuals, employees and corporations. I invite you to click here to learn more about how I can design a financial roadmap for you and help you stay focused on your ultimate goal, weathering life's temporary challenges and seizing its many opportunities."
Brenda Johnston, CFP, Investment and Wealth Advisor
"Myself and my team of highly qualified specialists provide comprehensive financial planning and solutions to high net worth individuals, their families and corporate business owners. We deliver a detailed, personalized and structured planning process to assist you and your family in achieving all your retirement, investment and personal financial goals. We offer specialized complex planning strategies in business succession, Will and Estate and with a key focus on the efficient tax management of both your current investment management and the future transfer of wealth."
David W. Carlson, CFP, Investment Advisor
"As your financial advisor, I take a comprehensive planning approach with my clients to ensure I fully understand their needs. I will help you identify your goals or the challenges you are facing and develop strategies around them. I will provide solutions and guidance using the broad resources offered through RBC Dominion Securities including access to Will & Estate consultants and Insurance specialists. If it is income you need for your lifestyle or protection of your family assets, I will help develop a plan to enhance it. I have over 28 years of providing advice and guidance to individuals and businesses. I have a network of professionals I can rely on to ensure my clients receive the best service possible."
Michael McKelvie, CFP, Investment Advisor
"I have been with RBC Group for over 25 years. Using financial planning, I provide a comprehensive range of services to help you achieve your wealth management goals including insurance and estate planning. If you need help creating a retirement income, please give me a call or click here to learn more about my services."
Deborah Sorensen, CFP, Investment Advisor
Find out why we are one of the fastest growing advisory teams in South Calgary. To learn more about our unique approach, what makes us different and how we can improve your situation, we invite you to click on the link below.
Brewster Wealth Management, Investment Advisor
"I began my career with RBC in 1996, and I have over 13 years experience as a Financial Planner. I work with my clients in a consultative approach, designing customized solutions tailored to individual needs. Working within a holistic financial planning framework, I help clients first clarify and then articulate their goals, and then follow through with an appropriate action plan to meet those goals. My approach covers all areas of financial management, including tax planning, risk management, retirement planning and estate planning. My goal is to work with you in a partnership, providing high quality service and advice, enabling you to enjoy those things in life which you value most. I look forward to being able to help you achieve your goals."
Walter Deegan, BA, CIM, PFP, Investment Advisor
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. Should you require professional assistance with the management of your wealth, my team can help. Combined with the expertise of RBC Dominion Securities and my legal, financial and real estate background, I can provide simple solutions to even the most complex of wealth management problems. I follow a structured process to assist my clients in maximizing their potential in achieving their goals and needs.
If you are looking to either build or protect your wealth, please click the link below for my contact information and call me to receive a complimentary financial consultation.
Jason Fiege, B.A, J.D., Investment Advisor
My career began in 1985 and since then I've earned the trust and confidence of clients through a highly personalized and conservative approach to wealth management.
So that you can invest with confidence, it is essential you have a relationship with an advisor that you trust. We will begin by understanding your values, personal goals and evolving financial needs. Working together with you, your other professional advisors and my team of highly qualified specialists, I will draft a plan that serves your best interests first and details the actions and timelines needed to achieve your financial goals.
I will help you find the financial and investment solutions you need to meet your financial objectives, both now and in the years to come. With the strength and experience of RBC Dominion Securities behind me, I have access to the complete range of financial and investment services.
Shall we begin?
Lisa Fernandes, PFP, Financial Planner/Investment Advisor
The Partaker Tetrault Wealth Management Group offers the individualized, careful counsel you need to help you reach your goals. We offer prudent advice, a wide range of investments that will make your goals a reality, and individually tailored financial plans. We follow a conservative, balanced investment strategy. There are no get-rich-quick schemes and no "hot tips." We provide balanced, insightful and experienced recommendations for long-term investment. The Partaker Tetrault Wealth Management Group is comprised of two experienced investment advisors as well as senior associate support staff. With our wide range of specialized knowledge, you have access to comprehensive advice on any topic. Our knowledgeable advisors are backed by specialists at RBC Dominion Securities who can provide additional counsel for all issues affecting your financial future. All members of our team are fully accredited Investment Advisors and Financial Planners, plus have certification as Level II Insurance Representatives.
Randy Partaker, FMA, FCSI & David R. Tetrault, B.A., FMA, FCSI
Mike Kolo specializes in Wealth Management and Investment Management with RBC Dominion Securities. Working with other RBC Wealth Management specialists, Mike utilizes his extensive experience in relationship management to develop integrated wealth and investment solutions specifically custom tailored to busy executives and professionals, successful business owners, self employed professionals, and as well as for; established families, pre-retirees & retired individuals.
Before joining RBC DS, Mike spent a combined 11 years as a Relationship Manager at one of Canada's largest chartered banks, and later; as a Senior Relationship Manager at one of the world's largest Premier Banks. In that role, he was responsible for some of the bank's largest clients. Mike is a Chartered Investment Manager (CIM) charter holder and has his Investment Advise certifications from the Canadian Securities Institute.
Mike was born in Winnipeg Manitoba, but permanently relocating to Calgary in 2001.
Mike Kolo, PFP, CIM, Investment Advisor
Before joining RBC Dominion Securities, Ryan spent 5 years as a Financial Planner with RBC serving clients out of the Breaside Centre Branch. Prior to RBC, Ryan spent 4 years in a Relationship Manager role for several leading Canadian Mutual Fund Companies servicing Investment Advisors and Financial Planners across Western Canada. In 2000, Ryan began his Financial Services career working in a Management role with ATB Financial. A Graduate from the University of Calgary in 2000 with a BA in economics, Ryan also holds his CFP designation.
Ryan Krahn, CFP, Investment Advisor