- Live Well in Retirement
- Live well in retirement
- Enhancing your retirement income
- Retirement Checklist
- Create Your Family Legacy
- Estate and Wealth Protection
- Estate Planning Guide
- Family Inventory Checklist
A graduate of the University of Winnipeg, Donald Bell received his Juris Doctor from the University of Manitoba, and was called to the Manitoba Bar in 1984.
Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.
Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.
Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has spoken at numerous industry gatherings and public seminars on investment, estate, financial planning, and insurance matters.
Donald is also very active in his community where he is involved with a number of charitable organizations.
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.
Doreen believes that planning is critical to helping people meet their financial objectives. Doreen’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.