Key professionals - leadership team
Jean-François Dion, Vice President and Director, Portfolio Manager
Jean-François Dion is a Partner and Portfolio Manager at the Bruce Kent Group. He oversees all investment strategy research and portfolio management decisions. Over the course of his distinguished 20-year career at RBC, Jean-François served as Head of Equity Portfolio Management at RBC Dominion Securities in Toronto before moving back to Montreal in 2017 to join the Bruce Kent Group. He now leads one of Canada’s most successful private-client portfolio management groups, with over $4 billion in assets under management. Jean-François is an involved alumni of Concordia University, and is a CFA Charterholder.
Nathalie Roussin, Vice President and Wealth Advisor
Nathalie Roussin is a Partner at the Bruce Kent Group and leads the Client Relationship Management and Service Team. 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 Wealth Advisor
Sholom Tabak is a Partner at the Bruce Kent Group and is responsible for many of our valued clients. He leads the Group’s team of top professionals and oversees our operations. He has more than 25 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 leads the 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).
Jessica Delfino, Client Relationship Manager
Jessica Delfino joined the Bruce Kent Group in 2013 and has over 13 years’ experience in the financial services industry. Jessica holds a B.Comm. from John Molson School of Business and is a Chartered Investment Manager (CIM). She is responsible for Client Relations and Service and coordinates comprehensive wealth management plans. She has extensive experience with client situations involving trusts, estates, insurance and financial planning.