Jim Noble

Vice President & Portfolio Manager

613-566-7658 | Email me

Jim is a graduate of Queen’s University with a Bachelor of Science degree in metallurgical engineering. As a professional engineer he practiced in both Canada and the United States for more than 12 years, developing a very strong sense of process and discipline for problem solving. He therefore brings a scientific approach to investing.

Jim began his career with RBC Dominion Securities in 1997 and applied his engineering skill set to wealth and investment management. As a result, he has successfully developed data-driven models to manage his clients’ wealth and investments. Jim uses these models, his disciplined approach, and the vast experience of his team to manage close to $400 million in private client wealth.

Jim is a proud supporter of children’s literacy and the Children’s Summer Reading Program at the Perth & District Union Public Library. His annual charity golf tournament supporting the program raised more than $73,150 this past June and has raised more than $423,000 for children's literacy since inception.

Roberta Driscoll

Investment Advisor

613-566-7624 | Email me

Roberta is a graduate of Carleton University and began her career in financial services in 1980 dealing primarily in commodity futures. Bobbie joined RBC Dominion Securities in 1982 and, since then, has been advising clients about their portfolios through thoughtful reviews, disciplined portfolio management and sound investment advice. Bobbie acts as the Chief of Operations for the team in support of the decision making, wealth and investment management process.

Bobbie is a founding member and co-chair of Partners Investing in Parkinson’s Research (PIPR) successfully raising funds for Ottawa based research for Parkinson’s disease.

Alexandra Minnes

Associate Advisor

613-566-3102 | Email me

Alexandra graduated from Lakehead University in 1999 with a Bachelor of Education and a Bachelor of Arts. She also graduated from Algonquin College with a Business Administration diploma in 2004. Upon graduation, Alex started her career in financial services as an Account Manager at an Ottawa branch of RBC Royal Bank. Alex switched to investment management in 2007 and joined Jim’s team in January 2012 where she manages our Tax-Free Savings Accounts, has investment management duties, deals with tax-related matters and handles special projects.

Leanne Simourd

Associate

613-566-7694 | Email me

Julie McAlpin Stranaghan

Administrative Assistant

613-566-7681 | Email me

Estate and Wealth Management Specialists

We work closely with our Estate and Wealth Management Specialists to provide you with customized comprehensive financial planning that identifies tax-effective wealth building strategies, wealth preservation and wealth transfer to your family.

Steve D. Hunter, MBA, CFP

Financial Planning Specialist

Steve received his Bachelor of Applied Science from the University of Toronto in 1977 and his Master of Business Administration from the Schulich School of Business, York University in 1983. Steve pursued a successful career in the technology industry prior to joining the investment industry in 2002. He holds the Certified Financial Planner (CFP) designation and was named to the 2005 President's List of the Financial Planners Standards Council.

Steve will customize a comprehensive financial plan to your needs that will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generations tax-efficiently and make the most of your philanthropic legacy.

We believe in personal responsibility, integrity and a strong work ethic.

We believe in ourselves and accordingly set high standards and live to high expectations.