Charles W. Cullen III, CIM, CFP®

Vice-President, Portfolio Manager & Wealth Advisor

902-424-1092 | Email me

Charles has access to the resources and support of Canada's leading provider of wealth management services. He uses all the appropriate resources and experts to deliver:

  • Investment advice custom-tailored to your needs
  • Financial planning advice based on tax-efficient strategies that can help you build your wealth and the value of your estate
  • Insurance strategies that go beyond traditional life insurance and incorporate tax-efficient solutions to protect your family, their lifestyle and your estate

Prior to joining RBC Dominion Securities as an Investment Advisor, Charles was a Senior Vice-President at a major financial institution in New York. After graduating from Princeton University (cum laude) in 1994, he has worked in the financial services industry for over a decade. He holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He is a member of the Investment Committee of the University of King's College. 
He moved to Nova Scotia in 2009 and lives in Fall River with his wife (originally from Nova Scotia) and their two boys. 
With the support of RBC Dominion Securities, you can trust that Charles will put your needs first, and will care for your financial security while helping you achieve your financial and personal goals. For more information please or call 902-424-1092.
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.

John Donaldson

Associate Advisor

902-494-5694 | Email me

John was born and raised in Atlantic Canada and completed his undergraduate degree in Accounting at the University of Prince Edward Island. Prior to joining RBC Dominion Securities, John worked as an Associate in the Wealth division of a major Canadian bank in Calgary for over three years. During that time, he has completed the Conduct and Practices Handbook Course, the Canadian Securities Course, the Wealth Management Essentials course, and has also passed all three levels of the CFA exam. Day to day, John will be tasked with Financial Planning & Wealth Management, Portfolio Management, and Marketing. Outside of work, John is an avid golfer and a big New England Patriots fan.

Shelagh Tracey


902-421-0244 | Email me

Shelagh was born and raised in Halifax, Nova Scotia. She completed her undergraduate degree at Bishop’s University and began her career in the Investment Industry in 2008. In 2009, she finished the Canadian Securities Courses and became a licensed Investment Representative. Shelagh enjoys sailing, tennis, skiing and spending time with her daughter Sophia.

Shelagh’s experience in wealth management makes her a valuable asset to our team and our clients. Shelagh is the first point of contact for any client service requests.

Halifax, Nova Scotia

Our team is located in the heart of downtown Halifax. Please contact us today to learn more about our investment management and financial planning services. We would love to discuss how we can help you build, protect, and transfer your wealth. View location on Google Maps.

How can we help you?

If you are interested in learning more about our team and how we can help you build and protect your wealth, let's start the conversation today.

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Grow more than wealth

With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.