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Portfolio Manager
Backed by 20+ years of experience with RBC, Janice delivers highly personalized client service and all-encompassing wealth management solutions. These solutions include retirement planning, written financial plans and tax-smart estate plans to efficiently transfer wealth to future generations. Before moving to Ottawa from Toronto in 2003, Janice previously held such roles as Manager of Retail Banking and Risk Management. Janice is passionate about helping youth in her community through the rural youth drop-in and outreach initiative that she created in 2012.
Andras is a seasoned financial analyst with 17 years of experience in wealth management and retirement planning. Since joining RBC Dominion Securities in 2004, Andras has been committed to building trusted, long-term relationships with his clients. He is passionate about applying his investment research capacity to institutional and personal portfolio management. Andras is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.
Associate
Brooklynn graduated in 2017 with a B.A. in Sociology. She is responsible for our team account administration. She fulfills a variety of requests for clients such as settling estates, transfers, payments and contributions. She started in the wealth management industry in 2017 in Toronto and joined RBC Dominion Securities in 2019. Her favourite part of the role is speaking with clients and listening to their stories.
Brooklynn is an avid equestrian, and competes with her own horse in the eventing discipline. She also volunteers with Therapeutic Riding Association of Ottawa-Carleton (TROtt) assisting children to learn to ride.
Joanne joined RBC Dominion Securities in 2022 with a very strong client service background in the finance and insurance sectors. She will be focused on assisting the Investment Advisors with clients’ inquires, including account openings, funds transfers and contributions. A graduate of the Master of Statistics and Probability at Carleton University, Joanne has also completed Level 1 of the Chartered Financial Analyst (CFA) program. Outside of work, she enjoys cooking, baking and playing the flute. Joanne loves to walk her Chihuahua and go hiking with family.
