Ann Ragbir, MBA, CFP

Investment & Wealth Advisor, Financial Planner

902-421-4017 | Email me
902-425-0608 | LinkedIn
1-844-696-7462

As an Investment and Wealth Advisor, Financial Planner with RBC Dominion Securities, Ann provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of the Saint Mary’s University Halifax, Ann obtained a Master in Business Administration. A firm believer in ongoing education, she has acquired the advanced industry designations of PFP, FMA, and CFP.

Ann harnesses her expert knowledge and 20 years of experience, including previous positions as an accredited Financial Planner, to develop comprehensive wealth management solutions for her clients. Ann’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs.

Sharon Williams

Associate

902-424-1017 | Email me

Sharon joined RBC Dominion Securities in 2003, and has been working within the financial industry since 1980. Sharon  has completed the Canadian Securities Course and is fully licensed to accept trade orders.

Sharon plays a vital role in the daily servicing of client’s needs, fulfilling varied requests and acting as a liaison with all of the firm’s back office departments. Her responsibilities include responding to client requests for such items as account queries, cheques and wire transfers, tax slips, portfolio reports and registered account administration. Sharon can be relied on to perform daily administrative tasks in a punctual professional manner, investigate and resolve inquiries and ensure clients accurate and timely completion of all necessary documentation.
 
Sharon works closely with Ann to ensure clients receive first-rate service.