Our team consists of myself, as the Vice President & Investment Advisor, Cheri Lehman, David Frerichs and Phil Modi. In addition we also have access to a team of experts within our firm that can assist with sophisticated Financial Planning; Will and Estate Planning; and Insurance Issues.

Dave Bryson, PFP

Vice-President & Investment Advisor

780-871-5817 | Email me
306-956-5252
1-800-785-4722

I have been working in the financial services industry with individuals, families, and successful business owners for 30 years, and have been advising clients on their investments for 21 years as Investment Advisor with RBC Dominion Securities.  I can offer a wide range of investment solutions to meet your needs including fixed income, Canadian and International equities, mutual funds, and options. 

I continue to build my business through referrals from other professionals, and satisfied clients.  Trust, confidentiality, and integrity are the cornerstones of my practice, and commitment to every client.  My clients value my caring and personal approach. They know they can rely on my expertise and professionalism no matter what their financial needs.

Cheri Lehman

Administrative Assistant

780-875-8787 | Email me

Cheri joined RBC Dominion Securities in July 2006, and has 15 years experience in the financial services industry.  She demonstrates excellence in the level of client service that my clients deserve.   As a result, Cheri was recently recognized nationally by her peers for her commitment to excellent customer service.  Her role focuses on client care and administration. Cheri will serve you well with any client care requests including account formation, account maintenance to ensure your information is up to date, tax packages, statements, and online account access.

David Frerichs

Associate Advisor

780-871-5823 | Email me

We welcomed David to the team in August 2013.  In the Associate Advisor role, David brings over 20 years of experience to the Wealth Management team.  David's clients value his attention to detail and his ability to build strong relationships with clients and their families.  As a designated Personal Financial Planner, David uses his expert knowledge to create extensive wealth management solutions for our team.

Our Extended Team

 

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Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


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Colin Biblow, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Tim Squire, FCPA, FCGA, CFP, FMA

Financial Planning Specialist, RBC Wealth Management


Our Teams Guiding Principles:

  • We will treat your investments as we would for our own family.
  • We will focus on placing your investment assets in our best recommendations.
  • We will invest for the long term both in guiding your investment plan and in our relationship with you and your family
  • We will communicate with you as candidly as possible.
  • We will help you achieve your plan in any way we can; when we cannot, we will direct you to an outside solution.