OUR MISSION
  • Be the team that business owners and professionals go to for better financial clarity & security
  • To be ethical and transparent in all aspects of our business
  • For clients to think of us as an extension of their family

     

Duncan Brownlee, CIM

613-549-3497 | Email me
613-549-6555 | LinkedIn
1-800-267-0918

Duncan began his career as an Investment Advisor in 2009. Prior to that, he spent nine years building a successful small business that focused on transition planning, market and competitive analysis, executive search, and succession and compensation planning. His clients ranged in size from Fortune 500 companies to entrepreneurial start-ups.

Duncan received a BA in criminology from the University of Windsor and a post-graduate diploma in information technology from Lambton College before pursuing numerous continuing education courses from the Canadian Securities Institute. He is currently licensed to sell securities through the Investment Industry Regulatory Organization of Canada (IIROC) and life insurance through the Financial Services Commission of Ontario (FSCO).

Curtis McCormick

Investment Advisor

613-549-3447 | Email me
613-549-6555
1-800-267-0918

Curtis began his RBC career in 2007 as a Personal Banker and moved through positions of increasing responsibility, including Small Business Account Manager, Commercial Account Manager, and Senior Account Manager for Auto Finance.  As such, Curtis is uniquely able to leverage his expert knowledge and experience in working with business owners to help develop comprehensive wealth management solutions for business owner and professional clients.

A graduate of the St. Francis Xavier University, Curtis McCormick obtained a Bachelor of Business Administration Degree with a major in Finance. He is currently licensed to sell securities through the Investment Industry Regulatory Organization of Canada (IIROC).

Karalie Schwark

Associate

613-549-0152 | Email me
613-549-6555
1-800-267-0918

Karalie supports Brownlee McCormick Wealth through various tasks including opening new accounts, scheduling client meetings, responding to general inquiries such as account balances, depositing funds, transferring funds, withdrawal requests, documentation queries, access to DS Online, accepting trading instructions and much more. Feel free to contact Karalie directly for any administrative requests.

Karalie began working with RBC Dominion Securities in the Winnipeg Branch in 2014. She began her career as a Branch Operations Assistant supporting the IA teams in that branch mainly with account administration and cash management. In 2016, Karalie was promoted to Branch Administrator supporting the branch management team and providing compliance and regulatory support. In July 2018, Karalie moved to Kingston, ON and joined Brownlee McCormick Wealth as an Associate. Karalie has completed both her Canadian Securities Course and Conduct and Practices Handbook and is a licensed Investment Representative. She also holds a Business Administration Diploma with a specialization in Administration. Most recently, Karalie has started the Wealth Management Essentials course.