Alexander Mainella, CIM, CFP

Vice-President, Portfolio Manager & Wealth Advisor

905-764-3045 | Email me

Alex has 25 years of experience helping clients reach their financial goals within RBC, with an extensive background in corporate banking, capital markets, private banking and wealth management. His experience provides him with a strong understanding of the financial markets while relying on his risk management expertise to help protect his clients’ capital. Today, he deals primarily with high-net-worth individuals and business owners, focusing on managing growth and volatility, capital preservation and tax-efficient income.

Clients value Alex’s ability to explain complex concepts in simple terms and the personalized attention he provides. He offers comprehensive wealth management, coordinating internal and external professional resources to cover all legal, financial and insurance aspects of his clients’ wealth management. He communicates closely with his clients to ensure their understanding of the strategies he recommends.

Alex holds a business degree from York University and is a Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). He was recently named President of the President’s Club in recognition of the quality of client service he provides and his leadership within RBC Dominion Securities. This award is given to one individual per year and is the highest honour awarded to an advisor at the firm. As a testament to the integrity and quality of his business practice, Alex has also been awarded a coveted position in RBC Dominion Securities’ Chairman’s Council, which is reserved for the firm’s top-performing advisors.

Shawn Mottahedeh

Associate Advisor

905-764-3523 | Email me

Shawn joined The PFP Group in 2015 after briefly serving as an Economist in the international department of Finance Canada. His focus is on macro strategy and research, as well as ensuring clients’ portfolios align with their investment objectives.

Prior to Finance Canada, Shawn conducted global economic and policy research at a number of institutions, including the International Monetary Fund and the University of Toronto. Shawn has a Master’s degree from the University of Toronto as well as a B.A. from York University. He has passed all three levels of the Chartered Financial Analyst (CFA) Program.

Adrian Palmisano

Associate Advisor

905-764-5552 | Email me

Adrian joined The PFP Group in 2017, bringing with him nearly 15 years of experience in the Financial Services industry. His focus is on ensuring the team maintains the highest level of client service while providing the full spectrum of our Wealth Management offering.

Adrian started his career as a Financial Service Associate at another major Canadian financial institution. He began working with RBC Dominion securities in 2005. He has since worked with some of the largest teams in the firm, helping them refine their client service and wealth management process.

Ivanela Naneva

Associate Advisor

905-764-3091 | Email me

Ivanela joined the PFP Group in 2019 with over five years of experience at RBC Dominion Securities. Her number one priority is to connect with clients in order to understand their specific needs and provide them with a unique client experience.

Her primary role is to assist in the day-to-day activities of your wealth management, including various administrative tasks, trading, transfers, and scheduling of appointments. She is also responsible for coordinating the team’s activities to ensure that each and every client receives the highest standard of service.

Ivanela has a Bachelor of Commerce degree (B.Comm.) in Management Economics in Industry and Finance from the University of Guelph. She has her Securities license and has successfully completed industry courses such as the Canadian Securities Course, the Conduct and Practices Handbook Course, and the Wealth Management Essentials Course.