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Senior Portfolio Manager & Wealth Advisor
When Danny joined his wife and father-in-law in their wealth management practice at RBC Dominion Securities in 2000, little did he know it would become his life’s work for the next 23 years (and counting). Danny is the team’s Senior Portfolio Manager and Wealth Advisor, and leads a team, managing $600 million in client assets. He and his team cover all facets of wealth management – from financial, estate, tax and retirement to insurance and business succession. Danny is passionate about “being able to make a difference in people’s lives and helping them make sound financial decisions that will have a positive impact on them and their family.”
Clients and colleagues alike appreciate his knowledgeable advice, genuine level of care, quick response time, sense of humor, and his ability to simplify complex concepts without the use of jargon. Danny graduated from McGill University with a Bachelor of Commerce degree and has earned the Fellow of the Canadian Securities Institute (FCSI) and Certified Investment Manager (CIM, FCSI) designations.
Danny is a big believer in giving back to his community. His involvement with Donald Berman Maimonides began in 2001. Since 2007, he has co-chaired the RBC Wealth Management Donald Berman Maimonides Golf Tournament, and has served as a board and executive member since 2007, as well as having served as Foundation President of the Donald Berman Maimonides Geriatric Hospital Foundation and Donald Berman Jewish Eldercare Foundations from 2015-2017. He has also served as a board member for Congregation Beth Tikvah from 2009 to 2011 and 2020 to 2022.
Outside of work, Danny enjoys travelling with his wife, Marcy, their son, David, and daughter, Carly, and spending time with family and friends. He likes to stay active through weightlifting and loves Scuba Diving. He also has a deep appreciation of pop culture references, including a particular affection for Batman and Star Trek, and has a love of American “muscle cars” from the 1960s and ’70s.
Associate Portfolio Manager
Warren developed an interest in investments at a young age, which led him to study finance at McGill University, where he earned a Bachelor of Commerce degree. Now, with over 17 years of experience in the industry, nine of those with our team, Warren remains passionate about “helping people manage their money and making it work for them.” In his current role, Warren is focused on portfolio management, reviewing and analyzing portfolios, making investment recommendations, creating models, and executing transactions in client accounts. He is also responsible for updating Investment Policy Statements, and overseeing risk management factors, to keep client portfolios in line with their target asset allocations and guidelines.
Clients value Warren’s commitment to client service, appreciating that he makes himself available and accessible, is a good listener, offers fast, efficient turn-around, and shares his extensive knowledge about the markets. Along with his B.Comm. degree, Warren has attained his Chartered Investment Manager (CIM) designation, has completed seven Canadian Securities Institute courses, and obtained his options license.
In his free time, Warren is an avid runner who has completed two half-marathons. He also stays active by playing badminton and working out at the gym.
Associate Wealth Advisor
Tessee has 26 years of experience in the financial services industry, 18 of those with our team. In her current role, she specializes in the wealth management process, which encompasses financial and estate planning and insurance strategies, and is also responsible for account administration, tax inquiries and estate settlement. She works closely with other RBC partners to help clients achieve their financial goals. A natural problem-solver, she thrives in a fast-paced environment, and is driven by a desire to “make a positive impact in our clients’ financial future, giving them peace of mind and exceptional service.”
Tessee earned a Bachelor of Commerce degree with a major in Finance and a minor in International Business from Concordia University. She has also completed the Canadian Securities Course, Conduct and Practices Handbook, Canadian Options Course.
Away from work, Tessee enjoys spending time with her husband, her twins, and their dog. She also enjoys practicing yoga, reading, and travelling when she gets the chance.
Associate
Stephanie joined the Baum Quallenberg Wealth Management Group in 2016. She obtained her bachelor’s degree in Political Science from Concordia University in 2012. She has also completed her Canadian Securities course and Conduct and Practices Handbook course.
Stephanie is responsible for all administrative tasks, updating and monitoring client accounts, and is a main source of contact for our clients and their requests. She is always striving to increase her knowledge and make sure that she delivers a high level of service.
In 2022 Stephanie and her husband welcomed their first child, a daughter named Juliette, and she is enjoying her new role of being a mom. When she does have free time, Stephanie likes to practice yoga, read and spend time outdoors.
Andrea joined RBC Dominion Securities in 2006. She is a licensed investment representative. In her current role, she is responsible for organizing all account administration, updating and monitoring client accounts, preparing portfolio reports and dealing with all client requests.
Andrea also handles and ensures the efficient processing of all account transactions, including trading, cash management and tax matters. She is a main source of contact for our clients and enjoys assisting with their daily requests.
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