As part of both the wealth management approach that we use and as part of the larger RBC Financial Group, we have access to a number of specialists allowing us to provide advice and solutions covering a broad range of circumstances.

To learn a little about each of the people that make up our team, their backgrounds and their specialities just click their a name.

Our local team members:

and our Specialist Team Memebers:

We also maintain professional contact with a number of local lawyers and accountants and can make an introduction should you find yourself in need of their particular service.

Local Team Members

Angelo Meffe,B.A., CIM, FCSI

Investment Advisor - Insurance Representative*

Angelo was born and raised in the Niagara Peninsula and currently resides in St. Catharines with his three children Camryn, Alexander and Andrew.He graduated from McMaster University with a Bachelor of Arts degree in 1988. Since then, he has attained the designations of Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). The FCSI is an honour that is reserved for industry professionals that have met the most exacting standards for industry experience, advanced education and solid endorsement. He is also a licensed Insurance Representative. Following graduation, Angelo spent eight years in management in several assignments in both public and private industry finally deciding to join the investment industry with RBC Dominion Securities in 1996. Angelo is an Investment Advisor leading a team of consultants specializing in investment and estate planning for families and business owners. He along with his extended team partner with clients to help them further their financial success and eliminate worries. Angelo believes in maintaining an active role in the community. He is a participant on several team sports and coaches his children's soccer. He is an avid runner and trains year-round. Over the years he has run many marathons and his personal best time is 3 hours, 12 minutes. He also supports several community groups, including the local United Way and Community Care Program.


Scott Jarvis,BBA, FMA

Associate & Financial Planner

Scott is a graduate of Brock University where he obtained a Bachelors Business Administration (Honours) degree with a concentration in Finance. Scott has more that 15 years experience in investments and banking. He was a founding member of the Brock Finance and Investment Club and started working in the investment industry in 1999. He joined RBC, first as a personal banker in July 2004 then moved on to Dominion Securities where he has been since 2006. An integral member of Angelo's team, Scott's knowledge, ability and experience is extensive. When clients have questions regarding their accounts, Scott is always there to provide immediate answers and assistance, working out a way that best suits each clients needs. After hours, Scott can be found on the golf course, on his motorcycle or on the ice where he is both a goaltender and a coach (though not at the same time) in the GHL Niagara Hockey League ("aka Hockey for Dummies") a local recreational league for beginners.

 


 

Sara Bond, BA (Hons), LL.B, LL.M

Will & Estate Consultant, RBC Wealth Management


Jennifer Janeczko, M.Tax

Financial Planning Specialist, RBC Wealth Management


Thomas Seah, CLU, BA (Econ)

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


Wealth Management Services

Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance-based wealth protection strategies.

Professional referrals

The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.

The expertise of Canada’s leading wealth management provider

Through our team, you have access to the resources and expertise of RBC Dominion Securities – Canada’s leader in wealth management. This includes an unparalleled selection of investments, plus top ranked research and strategy to help you make informed choices.

 

* RBC DS Financial Services Inc. and RBC Dominion Securities Inc. are separate corporate entities, which are affiliated. Insurance Representatives are employees of RBC DS Financial Services Inc.