Charles Cook, CIM

Vice-President & Portfolio Manager

905-546-5724

Charles has been with the company since 1999 and is committed to working with affluent families and business owners to provide clients access to the best advice and customized wealth management solutions to protect and enhance their wealth.
 
In 2003, Charles began as an Investment Advisor for RBC Dominion Securities after managing the Business Development for all Investment Advisors across Canada. Prior to Charles joining RBC Dominion Securities, he was a partner in a financial software company that had several major Canadian Banks and Investment Brokerage firms as clients. Charles graduated from the University of Western Ontario.
 
Charles is a proud board member of the Kids Health Links Foundation.
 
Charles lives in St. Catharines with his wife and two daughters, and enjoys golfing, skiing, boating and spending time with his family.

Jeff Gray, CFA

Associate Investment Advisor

905-546-5432 | Email me

Jeff works closely with Charles Cook to help clients maximize their wealth, reduce risk and ensure their financial plan is working efficiently. 

Born and raised in the small town of Carlisle, Ontario, Jeff began his career in the capital markets. As a Bachelor of Commerce graduate from McMaster University, Jeff joined the risk management department in the head office of one of Canada's largest banks. Jeff assumed a management role early and within two years was situated directly on the trading floor. Jeff led a team responsible for North American market risk oversight for all the bank's foreign exchange, commodity and institutional equity trading books. It was in this role that Jeff learned the essentials of portfolio composition and product risk. After successfully completing multiple courses from the Canadian Securities Institute, by 31 Jeff had obtained the professional designation Chartered Financial Analyst (CFA), the industry gold standard which distinguishes professionals with in-depth investment knowledge. By 35, Jeff was invited to join the elite Proprietary Trading department—a small team of six traders and portfolio managers responsible for investing on behalf of the bank. There, Jeff managed a large portfolio of positions on a long/short basis while continuing to assist the team in the management of market risk.
 
After achieving his goals in the capital markets, Jeff joined RBC Dominion Securities in 2013. He works closely with Charles, reviewing current market conditions and conducting capital market research to highlight future stock purchases and determine entry points. His vast knowledge and experience enables him to build and monitor model portfolios to align portfolios and control market risk, and actively trade portfolios as required to protect and take advantage of opportunities as they arise.
 

Karen Zochil

Associate Wealth Advisor

905-546-5865 | Email me

Karen began her career in the wealth planning industry over 15 years ago at a major bank. She holds credentials from the Canadian Securities Institute and is a graduate of Mohawk College in Ontario.
 
As part of our team, Karen is currently responsible for the wealth management needs of our clients, guiding them through the financial planning, estate planning and insurance review process. She liaises with our team of specialists to ensure trust, comfort and peace of mind is achieved as we continually work to build and strengthen client relationships. She also manages the marketing activities such as special events and seminars, as well as the daily supervision of administrative functions. Karen is also involved in our business development and new team initiatives, and works with advisors to build and implement strategies and wealth management solutions for our clients.  
 
Karen brings valuable experience to our team and always conducts herself professionally and with integrity. She has contributed to her community through charities such as The Heart and Stroke Foundation, the Canadian Cancer Society, Living Rock Ministries and is a member of the Catholic School Council. Karen is also passionate about children's needs and contributes to children's charities.
 
Karen lives with her husband and children in Stoney Creek. She enjoys reading, gardening, and being a hockey, soccer & dance mom in her spare time.
 

Rebecca Wilson

Associate

905-546-5105 | Email me

Becky plays a key role with the administration of our client requests and documentation, assisting with requests such as bank wires, transfers, withdrawals and contributions, helping us to maintain efficient and seamless service to our clients. Becky is a recent graduate of the University of Guelph with a Bachelor of Commerce degree in Management in Economics and Industry Finance and has completed the Canadian Securities Course.

Becky lives in Hamilton and enjoys soccer, reading and travel in her free time.