Dave Kot, FMA

Vice-President & Wealth Advisor

306-777-0573 | Email me
306-757-2606
1-800-667-8555

If you need personal guidance with your investment and financial planning needs, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to a full spectrum of investments, including stocks, bonds, mutual funds, and insurance solutions. To find out about the full range of wealth management advice I can provide, please give me a call, my contact information is on the left.

I have been an Investment Advisor with RBC Dominion Securities since 1999. The successful relationship I enjoy with my clients has allowed me to be a member of the RBC DS President's Club in all my eligible years. A native of Regina, and a graduate of the University of Regina, I have fulfilled my goal of making Regina my home and building a successful business in Saskatchewan.

I hold the Professional Financial Planner (PFP) and the Financial Management Advisor (FMA) designations. I am also licensed as a life, disability, and critical illness insurance agent. 

Outside of the office, my wife Tracy and I have 2 children, Owen and Ingrid. We enjoy cabin life on Lac LaRonge, a variety of sports with the kids and are active in the school and local community.

Kelsey Bone

Associate

306-777-0057 | Email me

Kelsey has been with RBC Dominion Securities since March, 2017. Before joining RBCDS, she attended the University of Regina and graduated with a Bachelors of Business Administration, with a major in Finance. Kelsey is currently working towards a CFA designation. Kelsey is a licensed Investment Representative - non-advisory, working hard to learn the many systems within our internal operations. Her role focuses on administration. Kelsey was born and raised here in Regina. She enjoys playing ringette, and taking runs with her dog, George.


Please feel free to contact Kelsey with requests including:

  • RRIF payments and RRSP withdrawals
  • Cash balances/withdrawals
  • Change to account information
  • Scheduling a review
  • Duplicate documents (tax packages, statements, contribution receipts)

Our Extended Team of Specialists

Tim Squire, FCPA, FCGA, CFP®, FMA

Financial Planning Specialist, RBC Wealth Management


Donald Bell, BA, CFP®, R.F.P., TEP, JD

Vice-President & Will & Estate Consultant, RBC Wealth Management


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