Brian Roy

Vice-President & Investment Advisor

705-725-7412 | Email me
705-728-6416
1-866-759-4820

Brian has over 30+ years of experience with RBC Dominion Securities Inc. and currently manages over $700 million in assets on behalf of his clients. He is a graduate of the Ivey School of Business Administration at the University of Western Ontario, 1983.

As Vice-President and Investment Advisor, Brian has been responsible for the tremendous growth of the practice since 1987. His single-minded approach to managing portfolios in a manner that is both conservative and straightforward has earned him the trust of many of the area's most successful individuals. He is consistently recognized by the firm as a member of its prestigious Chairman's Council. Brian and his wife Kaley have three children. He is an avid sports enthusiast and voracious reader. 
 

Sean Levison

Associate Advisor

705-725-7404 | Email me
705-728-6416
1-866-759-4820

Sean has been a member of Brian’s team with RBC Dominion Securities for over 15 years. Sean assists Brian with advising clients and reviewing portfolios, as well as contacting clients on pending company mergers and acquisitions.

Sean has earned the Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations, and is also a licensed Insurance Representative.

Through his extensive knowledge of tax and estate planning, he is able to help clients adjust to various life events such as the passing of a family member, consolidating finances upon marriage, receiving a substantial inheritance, or implementing a plan for charitable donations.

He is an active participant in several local charity events, including the Gutsy Walk in support of Crohn's and Colitis Canada, and is also a co-founder of Dragon Boat Barrie. During the warmer months, Sean can be found out on the lake most nights coaching and paddling with various community dragon boat teams not only in Barrie, but across Canada and the USA.

Having grown up on a dairy farm in Oro-Medonte, he now resides with his partner and one of three step-children in the Township of Essa.

Cyndee Jackson

Associate

705-725-7418 | Email me

Cyndee joined RBC Dominion Securities in 1996, obtained her Canadian Securities Licence in 1999, and joined Brian's team in January 2000. With her 20 years of experience and dedication to delivering outstanding client service, she has developed an excellent rapport with clients and is able to effectively assist them with all their administrative needs.

Cyndee has two sons, Corey and Todd, and is an avid hockey fan. She is also involved in fundraising for the Canadian Breast Cancer Society.


 
 

Tannis Charette

Associate

705-725-7509 | Email me
705-728-6416
1-866-759-7820

Originally from Winnipeg, Tannis and her family moved to Barrie from Germany 10 years ago.  She started her career with Royal Bank in 2012 as a Client Service Representative and in 2014 joined RBC Dominion Securities.  In 2015 she obtained her Canadian Securities License. 

 

Prior to joining Brian’s team in November of 2019, she was the Branch Administrator for Barrie and surrounding area branches for 5 years. As a Branch Administrator, Tannis has gained vast knowledge of processes and systems to help facilitate day to day transactions and administrative tasks for clients.

 

Tannis is an avid sports enthusiast and in her spare time enjoys travelling and cooking.

Our Extended Team

Gia Narducci

Premier Banking Advisor, RBC Royal Bank


Colin Ardill

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


Joanne Groer, BA, LL.B, JD

Will & Estate Consultant, RBC Wealth Management


Lesley Donsky, J.D., TEP

Will and Estate Advisor, RBC Royal Trust


Teresa Anastasopoulos

Risk Assessment Insurance Specialist, RBC Insurance Services Inc.


Ryan Leung, CPA, CA

Financial Planning Specialist, RBC Wealth Management