Thomas Donnelly, CFP®

Vice-President & Investment Advisor

613-566-7517 | Email me
613-566-7600 | LinkedIn
1-800-461-1958

Since entering the investment industry in 1998, Thom has been offering his clients financial peace of mind through a customized and holistic wealth management strategy designed specifically for their lifestyle. In addition to creating an optimal asset mix, Thom provides comprehensive services in financial planning, retirement planning, wills and estates advice, insurance reviews and income maximization.
 
Thom believes in developing a trust with his clients that can only be achieved through a disciplined, consistent approach to investing that is based on sound fundamentals which are anchored to the needs identified in each client’s financial plan.
 
On a personal note, Thom and his wife Darlene are kept busy with their twin daughters Grace and Sarah. He also volunteers his time by working with the United Way in Ottawa and keeps healthy by cycling, golfing and skiing.

Kimberly Laurysen RBC Wealth Management

Kimberly Laurysen

Associate Advisor

613-566-7560 | Email me
613-566-7600 | LinkedIn

Kim has been in the Wealth Management industry for over 12 years. Most recently, she was the Branch Administrator at our downtown office working closely with the Branch Management team for the past six years. Kim is excited to return to an advisory support role and will be working closely with myself to build operational efficiencies as well as support you in your financial planning and investment goals. A little bit about Kim, she originally grew up in Vancouver and received a Bachelor of Commerce degree from the University of British Columbia before moving to Ottawa in 2011. She actively gives back to the local community with various initiatives, currently sitting on the United Way Community Investment Committee. Kim and her husband Michael enjoy cycling, playing golf and spending time with their families in Cape Breton, Ottawa and Vancouver. Kim can be reached at Kimberly.Laurysen@rbc.com or 613-566-7560

Erika Velichka

Associate

613-566-2226 | Email me

Erika started her career in Wealth Management on the Branch Operations team with RBC Dominion Securities in July 2020. Her interest in the financial services industry was sparked through her studies at Algonquin College, followed by an Honours Bachelor of Business Administration through Nipissing University.

 

Prior to working at Dominion Securities, Erika worked various roles at BMO Bank of Montreal, Moxie’s Grill & Bar, and Starbucks ranging from customer service and office administration, to supervisory roles. She enjoys developing and maintaining relationships with clients and values personal connection.

Erika is looking forward to connecting with clients and supporting them on their financial journey. She is excited for the new challenges and experiences she will face in her associate role on the Donnelly Wealth Management team.

 

Erika loves to be outdoors, especially in the summertime. She also cherishes time spent with her family and friends in Ottawa and Thunder Bay.

Please don't hesitate to contact us if you'd like to talk about your financial objectives and how we can help you reach them.