Allison Shalla

Investment Advisor

416-425-1570 | Email me
416-699-2420
1-888-283-8512

I began my career in 1991 in the Greater City of Sudbury. Over the last 28 years, I’ve seen many changes to relatively all aspects of the financial services industry. But the most important thing, the client, has not changed!

 

Back in 1991, the main concerns that came across my desk (or the clients kitchen table) were how to save for retirement, post-secondary education and miscellaneous future purchases (i.e. paying for weddings or down payments on new homes). Second to these goals were ensuring tax effective investment strategies could be incorporated and determining if savings, both current and future, were going to be enough.

 

It’s no different today. Through partnering with RBC Dominion Securities, I’m able to provide my clients a wide variety of wealth management solutions, along with access to a dedicated team of professionals who specialize in Financial Planning, Tax planning and Wills and Estates. We are committed to ensuring that every facet of your finances are reviewed, a detailed plan put in place and regularly updated. We are committed to successfully identifying opportunities or shortfalls and to promptly resolving any inefficiencies right from the time we begin to work for you and your family.

 

My wealth management approach is and always has been guided by the principles of truth, integrity and honesty. When meeting with clients regularly and consistently, I’m able to review not only their finances but any changes within their family unit. Whether the clients are young and just beginning their journey, middle aged and needing certainty their on the right path or seniors, my attentiveness, level of service and commitment is always front and centre.

 

I've always had a passion for children and their well being. I've been intimately involved with big sisters of Canada and have worked extensively with under nourished and suffering children, while volunteering in a township just South of Cape Town in South Africa. The Make a Wish Foundation holds a special place in my heart and I also enjoy volunteering with many community charities.

James Yoo

Associate

416-699-3146 | Email me
416-699-2420
1-888-283-8512

Our partners

Carol Dalgado, LL.B, LL.M, TEP

Will & Estate Consultant, RBC Wealth Management


Alleen Sakarian

Will & Estate Consultant, RBC Wealth Management


Peter Kardassopoulos, PFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Being part of RBC Dominion Securities means that our clients have a dual competitive advantage:

  • A wealth building experience based on direct contact with a compact, empathetic, resourceful and motivated team.
  • Access to a powerful range of additional specialized investment advisory expertise available through Canadas leading wealth manager.

How can we help you?

How can we help you?

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