Brian Davenport

Vice-President, Portfolio Manager & Wealth Advisor

519-376-2390 | Email me

As an Investment Advisor and Portfolio Manager with RBC Dominion Securities in Owen Sound, Brian leads a team of professionals in providing comprehensive investment and financial planning services to help you build and protect your wealth.

Prior to joining RBC Dominion Securities in 1993, Brian had built global expertise in the areas of sales, commercial banking and business development. Since becoming an advisor, he has been able to use this expertise to provide wealth management insight to private investors, business owners, professionals, agricultural leaders and Institutions as well as established families.

A graduate of the University of Guelph, Brian achieved an Honors Business degree and then completed several post-graduate courses in business and law. A firm believer in ongoing education, he has completed several industry courses in investment management, insurance and life planning. In 2000, Brian met stringent educational and practical experience requirements to become a licensed Portfolio Manager. This accreditation allows Brian to offer discretionary investment management services. This premium level of service is especially beneficial to those with little time, and want a risk management approach.

With nearly 30 years of financial industry experience, Brian has led clients through multiple market cycles with great success by taking a conservative, long-term approach to investing. Today he is recognized as a top advisor with Canada's leading provider of wealth management.

In addition to his passion for his wealth management practice, Brian is an active community member and agriculture enthusiast. Brian and his wife Susan live on a 150 acre farm, and have four grown children together.

Steve Lowe, CPA, CA

Investment Advisor

519-376-0501 | Email me

Steve has spent most of his professional life in public accounting with a client base that included small to large family-owned businesses and various public sector organizations. Steve then worked full-time in a business he had created, a dimensional stone quarry on the Bruce Peninsula, north of Wiarton, Ontario. The quarry was sold to a private equity group and Steve returned to BDO Canada LLP in 2016.

Steve has been involved in the Tom Thomson Art Gallery, CPA Ontario Professional Conduct Committee, CPA Ontario Discipline Committee and the Blue Water Angel Network. He is a traveler and an avid road, trail and mountain biker, his latest venture being the 110km Grand Fondo Lake Huron.

Steve and his partner, Nathalie, live in Owen Sound and Steve has a daughter, Stephanie, who lives and works in Toronto.

Heather Arnott, PFP

Financial Planner

519-506-7100 | Email me
519-376-2462
1-800-265-3175

An experienced financial services professional, Heather has served individuals in the Hanover and Durham area since 1997. Working closely with Brian Davenport, Investment Advisor, Heather will help us offer a full suite of investment and wealth management services.

Katie Davenport

Associate

519-376-2378 | Email me
1-800-265-3175

We are pleased to announce that Katie Davenport has joined The Davenport Group. Katie has spent the last three years with RBC Business Banking as a Corporate Account Manager covering the Kitchener, Waterloo, Cambridge region. In that role, she worked with medium to large sized owner operator businesses with multiple employees, multi-site, in a variety of industries. Prior to that, she was an adjudicator and an analyst in the National Commercial Agricultural Office in Guelph, approving loans in the midsized agricultural market covering British Columbia, Alberta, Saskatchewan and Ontario. Her career started out as a summer student with RBC. Her experience covers many facets of Commercial/Business Banking working from a financial analysis, risk management to merger/acquisition of new businesses to other expansions.

 

Katie is a graduate of the DeGroote School of Business, McMaster University where is she specialized in finance and capital management, with a minor in Health Studies. She then went to Nipissing University and obtained a Bachelor of Education, with an emphasis in Special Education and Kindergarten. Katie enjoys golf, soccer, basketball and many other sports. She completed the Berlin Marathon in September 2018 and Iceland Marathon in 2017.

Jennifer Craig

Senior Associate Advisor

519-372-1242 | Email me

Jennifer began her career as an Associate with an advisory team in St. Catharines in 2004. From there, she moved to Toronto to become a Technology Trainer for the Ontario Region and then was promoted to Manager, Internal Software. She joined Brian's team as an Associate Advisor in 2008.

Her web and technology knowledge is especially helpful in ensuring efficiency and smooth execution in client accounts and communications.

Jennifer's move to Owen Sound has allowed her to appreciate the natural treasures and beauty Grey-Bruce County offers. Jennifer is looking forward to raising her two children in the area.

Ruth Anne Kuhl

Administrative Assistant

519-376-2587 | Email me

Ruth Anne joined RBC Dominion Securities in 2011, and brings over 30 years of experience with RBC Royal Bank to our team.

You may already be familiar with Ruth Anne in her previous role as Client Care Manager in the Owen Sound RBC branch. Or you may be familiar with Ruth Anne in the community. In addition to enjoying time with her family, Ruth Anne is an active member of the church and in the Keady community.

She has lived in the area all of her life and she and her husband Kim live in Keady and have three grown children and 2 grandchildren.

Janine Lachey

Investment Associate

519-376-2422 | Email me

Originally from Ontario, Janine has lived and worked in California and in France for many years before returning to Canada. Returning, Janine, her husband and two daughters, chose the Meaford area for their new home.

Janine brings her background and international experience in administration, documentation, project management and marketing to round out the team’s focus on the best in client support.


Chris Machan

Financial Planner

Chris Machan is a valuable member of our team. His focus is on creating comprehensive financial plans for our clients.

Chris will work closely with you to offer a comprehensive approach to wealth management. Whether you are saving for future goals like retirement, looking for ways to maximize your retirement, whether you want to create a lasting legacy for your family, a comprehensive financial plan can help.

Chris graduated with a Business Management – Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).

 

Colin Ardill

Estate Planning Specialist

Colin is an integral member of your advisor's wealth management team. He can help you create, preserve and increase your wealth by incorporating insurance into your comprehensive financial plan. Colin offers effective solutions to optimize your financial security and reduce the impact of taxation today and at death.

Prior to joining RBC in 2010, Colin was an independent financial planner specializing in insurance and wealth transfer strategies. With experience in personal and corporate insurance planning, Colin has the knowledge to tailor personalized insurance solutions for inpiduals, professionals and business owners that maximize the financial and tax advantages of insurance products.

Colin is commited to ongoing professional development and education. He is currently pursuing the Chartered Life Underwriter (CLU) designation.