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 emailcharles.cullen@rbc.com 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.

Jon MacLanders, CFA

Associate Advisor

902-494-5694 | Email me

Jon holds a Bachelor of Commerce degree with a major in Finance from Saint Mary’s University and was awarded his Chartered Financial Analyst (CFA) designation in 2017. Prior to joining RBC, Jon spent several years with a hedge fund company where he had trade processing responsibilities. With over six years of experience in the financial services industry, he looks forward to applying his skills to help our clients. Jon assists me with your financial planning and portfolio management needs.

Outside of work Jon enjoys travelling to different countries with his wife. He is passionate in the world of finance and continues to increase his knowledge through personal investing, reading news and articles.

Shelagh Tracey

Associate

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.