James MacLean, FCSI RFP CIM CIWM CFP

Portfolio Manager, Wealth Advisor

416-842-1004 | Email me
416-842-0248
800-561-6431

With over 27 years of experience in the investment industry, Jim is the lead Investment Advisor and responsible for overall asset allocation, individual investment selection and ongoing investment monitoring. Jim, a graduate of the University of Toronto is a current Fellow of the Canadian Securities Institute, the highest honour in Canadian financial services. Jim has also earned the CERTIFIED FINANCIAL PLANNER® or CFP® designation conferred only to those who have completed the rigorous Financial Standards Planning Council curriculum. As a leader in his field Jim has been named a Vice President of the firm, granted both the Chartered Investment Manager designation and the Certified International Wealth Manager designation. As one of a select group of Portfolio Managers within the firm, Jim also manages portfolios for clients on a discretionary basis.

Jim is active in the community serving on the board and assisting several charities and organizations including Polo For Heart, Greater Toronto Collector Car Museum and is a past Steward of Hart House at the University of Toronto. Among Jim's many interests he enjoys spending time at the family farm, golfing, cottaging, skiing, riding and is a current holder of a private pilots licence. Jim has been happily married to Carolyn for more than 13 years and has a young son Carter and daughter Carly.

Jim can be reached at 416-842-1004 or james.maclean@rbc.com

Joanne Young

Investment Advisor

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Joanne has proven investment industry expertise and over 31 years as an Investment Advisor. Remaining current with industry trends is the foundation of her investment philosophy and commitment to her clients. Joanne is responsible for day to day client service and investment advice to our clients.
 
Joanne holds a B.A. in History from Queen's University and has been granted the Personal Financial Planning designation. Joanne served for two terms as the President of the Badminton & Racquet Club of Toronto and is a past Board member of the Junior League of Toronto. She is also the Class Representative for her year at Branksome Hall. Joanne is an avid tennis player, sailor and world traveler.

Jamie Gallagher

Associate Advisor

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Jamie has over 16 years experience in the investment industry, holds an Honours degree in Kinesiology and has his Personal Financial Planner PFP® designation. Jamie is responsible for day to day client service, marketing, investment advice and Financial Planning.
 
When Jamie is not in the office, he can be found enjoying the outdoors and participating in all sports imaginable. He has been participating in adventure racing for the last 15 years and has been successful winning several competitions across Canada. Jamie is married and has two sons and a daughter.
 
 

Kelly Rivard, LL.B., CFP, TEP

Vice President, Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practiced in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

Prashant Patel, ASA, CFP, TEP

High Net Worth Planning Services

Prashant has assisted high net worth and ultra-high net worth individuals and families with tax, estate and retirement issues since 1992. His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues.

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four Toronto accounting firms. Prashant is an Associate of the Society of Actuaries and a member of the Canadian Tax Foundation.  

Murray Shapiro, BA, LL.B, TEP

High Net Worth Planning Services

Murray has been providing advice and technical support for high net worth individual and family wealth planning since 1994. His expertise encompasses both domestic and international family circumstances.

Before joining RBC's Canadian Wealth Management Services team in 2008, Murray worked with RBC's Global Private Banking group as the senior resource in their global trust business for over 13 years.

Murray is an active writer, speaker and educator on a wide range of wealth management issues.