Elizabeth de Groot, CFP®, CIWM, FCSI, FMA

Vice-President, Investment & Wealth Advisor

705-444-4742 | Email me
705-446-4742 | LinkedIn
705-441-1551
1-800-461-9180

Elizabeth joined the financial services industry in 1991 and has been an Investment & Wealth Advisor with RBC Dominion Securities since 2001. Always thirsty for knowledge, she has committed to continuing her education by obtaining many designations and credentials from the Canadian Securities Institute (CSI). This includes the prestigious designation of Fellow of CSI (FCSI), reserved solely for an elite group of professionals that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Elizabeth’s commitment to planning also led her to obtain the Certified Financial Planner (CFP) designation.

By combining her strength in building balanced portfolios with her extensive knowledge of financial and tax planning, Elizabeth takes pride in truly understanding the unique needs of her clients and implementing individualized wealth management strategies. Elizabeth specializes in taking a holistic approach to help her clients transition through the various stages of their financial life.

Elizabeth and her husband Kevin have been married for 34 years and are proud to call Wasaga Beach home. After spending 12 years in Ottawa, their daughter Cassandra has moved back to join de Groot Wealth Management and Elizabeth feels blessed to work together. Elizabeth cares deeply for her community and is a proud member and past-president of the Rotary Club of Wasaga Beach.

Elizabeth’s Certifications and Designations

Certified Professional Consultant on Aging (CPCA):

The CPCA designation course provides an overview of the health, social, financial, and legal considerations that arise as we navigate our various life stages. To earn the CPCA designation professionals must complete successfully 24 modules offered as part of the CPCA curriculum. This program is not limited to financial professionals but rather demonstrates respect for the “Stewardship” that is aging.

Certified Financial Planner (CFP):

The CFP certification program is designed to ensure financial planners are able to meet their clients’ needs and the evolving requirements of the financial services industry. In order to achieve and maintain this designation professionals must meet rigorous standards through a 6 step process.

Fellow of CSI (FCSI):

Every industry has leaders – people who go above and beyond to set new standards that others strive towards. In Canadian financial services, these people are the Fellows of CSI (FCSI®). The FCSI designation is the highest honour and most senior credential in Canadian financial services; reserved solely for an elite group of experienced financial services professionals.

Certified International Wealth Manager (CIWM):

The global standard for strategic wealth management, the CIWM, is a wealth designation designed to meet the complex and often changing needs of high net worth clients. The requirements make the CIWM one of the most difficult designations to achieve and maintain.

Financial Management Advisor (FMA):

The FMA is a prestigious professional designation awarded by the Canadian Securities Institute. To achieve her FMA Elizabeth completed the Canadian Securities Course, the Professional Financial Planning Course, and the Wealth Management Techniques Course. Each of these course represents up to 500 hours of study.

Cassandra de Groot

Associate Wealth Advisor

705-444-4787 | Email me
1-800-461-9180 | LinkedIn

Cassandra graduated the University of Ottawa in 2010 with a Bachelor of Health Science Honours and joined RBC Dominion Securities in 2013. She has since passed the Canadian Securities Course (CSC®) and the Conduct & Practices Handbook (CPH®) through the Canadian Securities Institute. Committed to continually furthering her industry knowledge, Cassandra recently completed her Wealth Management Essentials (WME®).

As a licensed Associate Wealth Advisor, Cassandra works closely with Elizabeth assisting with portfolio reviews, holistic wealth management services and supporting de Groot Wealth Management’s commitment to community involvement.

Cassandra enjoys being active in her community through her corporate membership with the Rotary Club of Wasaga Beach. She is also a proud member of the Collingwood Curling Club and curls competitively on the World Curling Tour with Team Inglis. Cassandra has been a certified group fitness instructor since 2010 and enjoys dedicating time to health and wellness.

 

 

 

 

Jo-Anne Tuttle

Senior Associate

705-444-8260 | Email me

Jo-Anne is committed to excellence in client service and serves as the first point of contact for our clients.  Her career of over 25 years began with Richardson Greenshields in 1991 and has continued with RBC Dominion Securities since the two companies merged in 1996.  She became a member of Elizabeth’s team in 2001. 
 
Jo-Anne has completed the Canadian Securities Course and offers a wide variety of experience in account administration, customer service and technology.
 

Extended Team Specialists

Wealth Management is about more than buying and selling securities. At de Groot Wealth Management we have the specialists and resources to help you with the big picture. 

Financial Planning Consultant

Scott VanEngen, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Estate Planning Specialist

Colin Ardill

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Will & Estate Planning

Jessie Lamont

Regional Trust Advisor, RBC Royal Trust


Will & Estate Planning

Shannon Row-Ewing, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


Premier Banking

Gia Narducci

Premier Banking Advisor, RBC Royal Bank


Financial Advisors have been under fire recently for simply following orders from headquarters. I have never felt that you followed that road but rather took your clients' interest to heart and acted accordingly.  These are difficult times and they won’t go away soon. You are providing what a good Advisor should – providing the very best advice that you can in order to preserve clients assets.  I know that that requires extra work on your part. And you don’t do it just for Heide and I; you do it for all you clients, of that I am sure. I hope they appreciate your effort as much as we do.

                            - Den and Heidi A. Clients