Jonathan Allison, B.Comm., CIMA

Vice-President, Portfolio Manager & Wealth Advisor

519-252-3669 | Email me

With over 24 years of investment industry experience, Jonathan is uniquely qualified to provide investment management advice to private clients and institutional groups. Through his years of management experience he has a proven track record of providing vision and leading people to achieve success.

As a life-long resident of Windsor/Essex, with his wife of years and 3 children, Jonathan firmly believes in giving back to his community. In 2011, he co-founded The AlliWonga Foundation, a family Foundation focused on helping local and global charitable causes. The Foundation is also a philanthropic educational vehicle for his young family who are all active participants.

Jonathan is also a member of the Inspiration 100 Organization. This is an exclusive group of 100 community minded leaders who have collectively contributed $3 Million Dollars as an endowment with a goal to support local charitable organizations within Windsor-Essex Community.

He is also a director of the Windsor Essex Community Foundation, with assets of over $15 Million, which has a mission to build a better Windsor-Essex Community by attracting and managing legacy funds to support local programs.

Jonathan graduated with a Bachelor of Commerce from the University of Windsor. He also holds the Certified Investment Manager Analyst (CIMA) designation. Outside the office, Jonathan is the Vice Chair and member of the board of the University of Windsor.

Angelo Martinello, MBA, CIM, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

519-252-3221 | Email me

Angelo has been providing exceptional service to his clients since entering the financial industry in 1984. Hard work, determination and commitment to providing clients with the most professional money management service available is why his clients place their faith and trust in Angelo.

A believer in continuous education, Angelo obtained an Honours Bachelor degree in 1981 from the University of Waterloo and in 1991 he earned his Masters of Business Administration (MBA) from the University of Detroit. He continued his educational pursuits by earning the designations Certified Investment Manager (CIM), completing the Professional Financial Planning course and receiving the title Fellow of the Canadian Securities Institute (FCSI), the highest honour given by the Canadian Securities Institute. He is also a Past Director and member of the Canadian Italian Professional Business Association and a member of the Windsor Executive Association.

Angelo was born and raised in Windsor where he and his wife Lucy reside. He is actively involved in organizing and participating in community events as well as Charity fundraising activities for various organizations throughout the Windsor-Essex community.

During his leisure time, Angelo and Lucy enjoy the outdoors, staying fit, improve their golf games and spoiling their grandchild.

Dane Charles, MST

Associate Advisor

519-944-7570 | Email me

Coming from a career in public accounting, Dane is uniquely qualified to provide wealth management advice around taxation, estate and business owner planning. Through his years of experience in helping clients manage their tax obligations in both Canada and the United States, he has a proven track record of keeping clients compliant with each country’s authorities and enhancing investment return efficiency through proper account structuring. As part of the team, he quarterback’s the financial planning and wealth management services for clients.

A life-long resident of Windsor/Essex, Dane enjoys giving back and utilizing his knowledge to help organizations that play crucial roles in his community. He is the President & Chair of the Foundation Board for Big Brothers Big Sisters Windsor Essex, which provides critical support through programming for the youth of Windsor Essex.

In his leisure time, Dane enjoys staying active and working on his golf game, as well as exploring the art, food and entertainment scenes of new cities.

Dane holds a Bachelor of Commerce from the University of Windsor and completed a Masters in the Science of Taxation Degree from Walsh College School of Accountancy (Troy, MI), specializing in U.S. Corporate Taxation.

Rachel Sine

Associate Advisor

519-252-4518 | Email me

Rachel has been with RBC Dominion Securities since 2008. She attended St. Clair College and graduated with a Diploma in Finance and Accounting and began working with Jonathan in 2005. Rachel is committed to furthering her knowledge and experience having also received her Insurance License.

On a day-to-day basis Rachel is responsible for all administrative functions that support our clients such as questions or requests regarding statements, foreign exchange transactions, cheque requests, documentation, scheduling appointments, tax packages.

As the team co-ordinator for Wealth Management Services she ensures continuity of schedules and information as we guide clients through their wealth management options.