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 a comprehensive range of services to help high-net-worth clients build, protect, and transfer their wealth. With over two decades of experience in the financial services industry, Ann leverages her expertise to deliver first-rate wealth planning solutions to individuals, families and business owners. Prior to joining RBC Dominion Securities, Ann worked at the Royal Bank as an accredited Financial Planner. Ann’s financial acumen, credentials, and growth mind-set allow her clients to enjoy peace-of-mind, knowing that their wealth is being managed with utmost integrity and professionalism.

A graduate of Saint Mary’s University, Ann obtained a Master in Business Administration before obtaining advanced industry designations, such as, Personal Financial Planner (PFP), Financial Management Advisor (FMA), and Certified Financial Planner (CFP). Outside of the office, Ann enjoys spending time with family, golfing, and maintaining an active presence in the community as a member of the Halifax Chamber of Commerce. Ann also volunteers at The Canadian Progress Club Halifax Citadel Charitable Foundation (CPC Halifax Citadel).  

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.