Meet the Team

Meet our exceptionally talented team members


 

Teresa Whitney

Senior Associate

416-231-8929 | Email me

With 27 years of experience, Teresa can help you with any questions or requests that you may have. She also prepares your portfolio reviews, and income and investment plans. Teresa is fully licensed to accept and enter fixed-income and equity orders on your behalf.

Daniel Downing, CFP®, CIM, FCSI

Associate Advisor

416-239-4141 | Email me
416-231-8229 | LinkedIn

Dan graduated from the University of Guelph in 2011 with a Bachelor of Commerce degree specializing in Economics and Finance. Prior to joining RBC Dominion Securities in 2019, Dan worked 6 years in wealth management with a major bank and has over 9 years experience in financial services.

Dan has earned numerous financial industry designations such as the Chartered Investment Manager (CIM®), the Fellow of CSI (FCSI®), and is a Certified Financial Planner (CFP®) professional. Dan became licensed in life, accident and disability insurance in 2017.

Dan resides in Etobicoke with his wife Shannon. Away from the office Dan enjoys staying active in the True North Hockey League, Toronto Sport & Social Club, and a member of the Swansea Tennis Club.

Maney Sohal

Administrative Assistant

905-624-0164 | Email me

Maney joined our team here in March of 2021. Maney brings wealth management experience from working at the Mississauga branch over the past two years. Maney graduated from Sheridan College with a diploma in Business Administration – Finance. Maney has recently completed the CSC® (Canadian Securities Course) and the CPH® (Conduct and Practices Handbook). Maney resides in Brampton and enjoys travelling with family & friends.

Our Extended Team

In-house RBC experts to help address all of your wealth needs.


 

Connie Freitas, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Jung-Hee Kim, MBA, M.Tax

Financial Planning Specialist, RBC Wealth Management


Peter Kardassopoulos, PFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Michelle Pelaia

Premier Banking Advisor, RBC Royal Bank


Prashant Patel, CFP®, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management