Key professionals - leadership team
Bruce Kent, Portfolio Manager
Bruce Kent graduated from Yale University in 1983. He began applying his principles of sound investing at RBC Dominion Securities in 1984, where he is a Portfolio Manager, Vice President and Director. As the founding Partner, his leadership has built the Bruce Kent Group into one of Canada’s most successful private-client portfolio management groups, with over $4 billion in assets under management.
Jean-François Dion, Vice President and Portfolio Manager
Jean-François Dion is a Partner in the Bruce Kent Group in charge of Investment Strategy, Portfolio Management Research and Implementation. Jean-François joined RBC in 2000 and he has had a distinguished career, rising to Head of Equity Portfolio Management at RBC Dominion Securities, where he led a Toronto-based team of equity specialists and portfolio managers. He was a member of the RBC Dominion Securities Strategy, Canadian Focus List and Global Portfolio Advisory committees and his team was responsible for advising over 1600 portfolio managers and investment advisors across Canada. Jean-François holds a B.Comm from Concordia University and is a CFA Charterholder.
Nathalie Roussin, Vice President and Wealth Advisor
Nathalie Roussin is a Partner in the Bruce Kent Group and leads the Client Relationship Management and Service Team. As a senior Wealth Advisor, she is responsible for many of our valued clients. Nathalie joined the Bruce Kent Group in 2006 and has over 25 years experience in the financial services industry. She holds a B.Comm. from HEC Montréal and has extensive experience working with wealthy clients on complex situations, including high-level financial planning.
Sholom Tabak, Vice President and Team Manager
Sholom Tabak is a Partner in the Bruce Kent Group, responsible for leading and managing the Group's team of top professionals and the day-to-day operations of the business. He has more than 20 years experience in the financial services industry, where he has earned the trust and respect of both clients and peers. Sholom holds an MBA from John Molson School of Business.
Alfred Zelhof, Client Relationship Manager
Alfred Zelhof is a CFA Charterholder and Financial Planner (F. Pl.). He is responsible for Client Relations and Service and coordinates comprehensive wealth management plans for clients. Alfred is also in charge of collaboration with our colleagues within the RBC branch network. He joined RBC in 2010 and was one of the top-performing financial planners in Canada. Alfred holds a Bachelor of Arts in Economics and Political Science from McGill University and has a Graduate Diploma in Law from BPP Law School in England.
Cherine Mitri, Client Relationship Manager
Cherine Mitri is responsible for Client Relations and Service and coordinates comprehensive wealth management plans for clients. She joined RBC in 1995. Cherine holds a B.Comm. from Université du Québec à Montréal and is a Financial Planner (F.Pl.). She has extensive experience in financial planning, providing comprehensive wealth management solutions for clients, including cash flow management, retirement and estate planning. Cherine has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).