Alessandro Lupo

Investment Advisor

705-444-5217 | Email me

Prior to joining RBC Dominion Securities, Alessandro was a financial planner for one of Canada’s largest banks. Recognized as one of the top three financial planners in the Muskoka area at the time, he successfully managed a multi-million-dollar asset base and greatly enjoyed the work. However, he came to realize that much of his role revolved around selling products to help clients meet their one-off needs. Wanting to add more long-term value to his clients’ lives, Alessandro transitioned to become an Investment Advisor with RBC Dominion Securities in 2014.

Today, Alessandro is proud to harness his in-depth experience in portfolio management to help high-net-worth individuals, business owners and their families achieve their life goals. Whether you’re approaching retirement, considering succession planning or simply want to learn more about how your wealth can help you secure the life you’ve envisioned, Alessandro is pleased to help clients navigate their financial challenges and opportunities. He has a true passion for learning more about clients and their dreams, and derives a deep sense of accomplishment from knowing he has really helped someone make the most of their wealth.

Alessandro holds a Bachelors of Business Administration degree (BBA) from St. Francis Xavier University, specializing in finance and economics, as well as the Personal Financial Planner (PFP) designation.

Alessandro resides in Collingwood with his wife, son and daughter. Outside of work, he is an active community leader, volunteering with the minor hockey association, local charities and an entrepreneurial program for emerging small businesses. In his free time, he can often be found snowmobiling, riding bikes with his family and tinkering with his old muscle car.

Barb O'Connor

Senior Associate

705-444-4705 | Email me

Barb joined RBC Dominion Securities in 2003 and obtained her Canadian Securities license in 2004. Born and raised in Toronto, Barb officially moved to Collingwood in the late 1990’s after spending many weekends here with her friends and family.

joining Dominion Securities as a Branch Administer Barb has gained vast knowledge of the business, systems and processes. Barb’s experience with the firm helps her facilitate your day-to-day requests and answer your questions with an exceptional level of service and professionalism. She is often a first point of contact and is responsible for the day-to-day administrative duties.

enjoys traveling, swimming and snowshoeing with her husband and two young girls.

Our Extended Team

Will and Estate Specialist

Shannon Row-Ewing, BA, LL.B

Will & Estate Consultant, RBC Wealth Management

Financial Planning Specialist

Scott VanEngen, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management

Insurance Specialist

Colin Ardill

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Premier Banking

Gia Narducci

Premier Banking Advisor, RBC Royal Bank

Estate & Trust Advisor

Jessie Lamont

Regional Trust Advisor, RBC Royal Trust