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Senior Portfolio Manager & Wealth Advisor
Phil joined RBC Dominion Securities as a professional Investment Advisor in 1993. Prior to that he practiced law for a number of years with one of the Atlantic region's largest law firms. Phil holds a Bachelor of Business Administration degree from Acadia University and a Bachelor of Laws from Dalhousie University. He is a non-practicing member of the Nova Scotia Barristers' Society. Phil has served as a member of the Board of Trustees of The Laing House Foundation and as a director of Metro United Way, The Royal Nova Scotia Yacht Squadron and Acadia University's "Tides are Turning" capital campaign. He has also served on the Dominion Securities Advisory Board.
Outside of the office Phil and his wife Connie enjoy spending time with their 3 daughters skiing, boating and traveling.
With over 25 years of investment industry experience, Steve has now been with RBC Dominion Securities Inc. for 15 years. Following an undergraduate degree with a Major in Economics from Wilfrid Laurier University, Steve completed his MBA in Halifax at Saint Mary’s University, while at the same time enrolling in the CFA program. While beginning his career in Toronto dealing with institutional clients, Steve continued with the demanding CFA program, successfully passing all three exam levels in the minimum amount of time – 3 years. After gaining additional experience with firms in Ottawa and Montreal, Steve and his family found their way back to Halifax in 2007. It was at this time that Steve switched gears and found his true passion for wealth management, working directly with families and professionals, building long lasting relationships, many that continue to this day. Steve, his wife and three children are sports oriented and love staying active, whether it’s close to home in Nova Scotia or taking on a new adventure abroad. With a wonderful community of family and friends, they are happy to call Halifax home and make an effort to give back wherever possible.
Portfolio Manager
As a Portfolio Manager with RBC Wealth Management, Nathan strives to gain a deep understanding of his clients and provide them with advice that is tailored to their unique needs. Nathan aims to address his clients’ needs in all areas of wealth management and draws on the broader services of RBC Wealth Management to build customized wealth plans for his clients.
Nathan began his career in financial services in 2007 and worked in Montreal and Toronto prior to returning home to Halifax. Nathan holds a Bachelor of Commerce degree from Dalhousie University and an MBA from Saint Mary’s University. Nathan is a CFA charterholder and an active board member of CFA Society Atlantic.
Outside the office, Nathan and his wife Hayley enjoy spending time with their two amazing girls. A former varsity swimmer, Nathan stays active by cycling and running his daughters from one activity to the next.
Associate Wealth & Investment Advisor
Ann has been with RBC Dominion Securities for over 30 years and operated her own successful practice for half of that time. Joining Jenkins Wealth Management provided good synergies for her communication, financial planning and portfolio management skills. Ann is a licensed Insurance Representative and has completed many industry courses over the years. She graduated with a Bachelor of Business Administration from Acadia University.
Outside the office Ann enjoys spending time with her family as well as traveling and skiing.
Associate Advisor
As an Associate Advisor with RBC Wealth Management, Michael believes that achieving your financial goals starts with a disciplined and thoughtful plan. Michael works closely with clients to define their long-term vision, creating customized wealth plans by leveraging the full range of services offered through RBC Wealth Management.
Michael began his career with RBC Wealth Management in 2019. Michael holds a Bachelor of Business degree from St. Francis Xavier University and an MBA from the University of New Brunswick. Before transitioning into the financial industry, Michael enjoyed a successful hockey career, playing professionally in the AHL & ECHL. Michael was member of the 2011 Memorial Cup winning Saint John Sea Dogs and earned a gold medal representing Canada internationally.
Outside the office, Michael coaches hockey, enjoys playing golf and spending time with his wife and dog.
Senior Associate
Kelly has over 25 years of experience in the investment industry. Prior to joining RBC in 2010 she worked as an Investment Representative for 6 years and spent 7 years as a Portfolio Administrator dealing exclusively with high-net-worth private clients. Kelly joined Jenkins Wealth Management in 2014 and brings a wealth of knowledge and expertise to her position of Senior Associate.
Outside of the office she enjoys baking, the outdoors and spending time with friends and family.
Associate Wealth Advisor
With over two decades of industry experience, Michelle brings a wealth of knowledge and skill to our team. In addition to holding a Bachelor of Arts degree from Memorial University, Michelle holds the Certified Financial Planning (CFP) designation. As Associate Wealth Advisor, Michelle demonstrates her expertise on a daily basis and plays a critical role in delivering first-rate service and wealth advice to our valued clients.
Outside of the office, Michelle and her spouse, Steve enjoy spending time with their children, traveling, hiking and boating.
Associate
Farhana joined RBC Dominion Securities in 2016 and brings over a decade of experience in financial services. As an Associate, she manages the daily administration of client accounts and supports clients and her team in all areas of wealth management services.
Known for her attention to detail and responsive service, Farhana is dedicated to helping clients reach their financial goals. She holds a Master of Finance, a Bachelor in Finance, as well as Diploma in Computer Science. She also completed her Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course to be a Investment Representative (IR) in the investment industry.
Outside of work, she enjoys travelling, reading, and spending time with her husband and son.
A people person who’s worked in finance for four-plus years, Jasmine joins us with a Bachelor of Business Administration from the University of the Bahamas and a Graduate Diploma in Finance from NSCC. Over the past four years, she has gained extensive experience in the banking sector in both Canada and the Bahamas. She is looking forward to supporting both clients and advisors with their everyday needs.
In her spare time, Jasmine loves watching movies with her spouse and maltipoo or trying new food with her friends.
Administrative Assistant
Rob is a dedicated finance professional, who joins RBC with over six years of experience as a valuations specialist, servicing clients in hedge fund administration. Rob grew up in Halifax, and stayed for his undergraduate education, attending Dalhousie University. Robert has a passion for helping clients reach their financial goals—which is perfect since he’ll be one of our go-tos for client support.
In his personal time Rob enjoys staying active. He plays soccer and softball, grows his vegetable garden, and likes hiking and camping with his dogs on the weekend.
