By drawing on local and regional networks of highly accredited lawyers, accountants and financial planning professionals, our Investment Advisors are able to deliver the level of integrated wealth management expertise that previously was available only to the most affluent families. Our close relationship with RBC Bank, an affiliated company of Dominion Securities, also gives our branch the resources and capabilities that are traditionally reserved solely for the banking sector.
Profiled here are some of our branch’s closest partners, who make possible our integrated wealth management approach. The integration of diverse professionals allows our branch to offer all-encompassing financial services for every one of our clients.
Joe Power, B.A., LL.B | Will & Estate Consultant
Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether it's updating your Will, creating a trust or setting up a charitable foundation. Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991, and was called to the Ontario Bar in 1993. He is an associate Member of The Society of Trust and Estate Practitioners. Joseph was an instructor for the Ontario Bar Admission Course in Estate Planning and has been an instructor at the University of Ottawa Law School since 2003 teaching the Law of Succession.
Jonah Rabinovitch, B.A., LL.B., CFP | Financial Planning Specialist
At RBC Dominion Securities, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Jonah Rabinovitch, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation.
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs. Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.
Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada. As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.
Tom Bryan, CFP, CLU | Estate Planning Specialist
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor’s team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning based approach. Tom has over 25 years of experience in the financial services industry. He has a Bachelor of Economics from Carleton University and has obtained his Certified Financial Planner and Chartered Life Underwriter designations. He is a member of the Estate Planning Council of Ottawa and is a board member and Chair of the Finance Committee for St. Patrick’s Home of Ottawa. Away from the office, Tom enjoys golf, curling and running, as well as proudly supporting Ottawa’s sports teams.
Michel Roy | Estate Planning Specialist
Michel assists clients using innovative insurance-based strategies, which include life and disability insurance, critical illness and long term care insurance, annuities, retirement compensation arrangements (RCA), individual Pension Plans (IPP), and group benefit programs.