A superior standard of care

 

Our team has a no-voicemail policy – that means when you call us, you’ll always get a person. It’s just one of the ways we exemplify our unwavering commitment to providing you with the highest standard of personalized service.

Your portfolio manager:

  • Manages your money following the formal standards and ranges indicated in your Investment Policy Statement (IPS).
  • Responsible for selecting the individual stocks, mutual funds, and ETFs as part of your portfolio.

Vito Finucci

Senior Portfolio Manager & Investment Advisor

Eric Janitis

Senior Portfolio Manager & Investment Advisor

Rachelle Allen

Portfolio Manager & Wealth Advisor

Your financial planner:

  • Reviews your assets and puts together a formal, written financial plan.
  • Works with your relationship manager and portfolio manager to ensure your accounts are optimized with tax-efficient strategies.

Gary Weatherup

Gary Weatherup

Associate Wealth Advisor & Financial Planner

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Your relationship manager:

  • Answers your day-to-day questions.
  • Conducts your base annual review and can answer any non-financial planning questions you may have.
  • Reviews your plan assessment report.
  • Processes any trades and cash requests.
  • Acts as the primary contact for your other financial and estate planning partners (i.e., accountants, lawyers, bankers).

Sarah Smith

Sarah Smith

Associate Wealth & Investment Advisor

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Jodie Fuller

Jodie Fuller

Associate Investment Advisor

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Ryan Tanason

Ryan Tanason

Associate Advisor

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Vann Robson

Vann Robson

Associate Investment Advisor

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Your support coordinator:

  • Books your reviews and mails out statements.
  • Manages your transfers, paperwork, and forms.
  • Assists with the processing of estates.

Lindsey Rideout

Lindsey Rideout

Associate Advisor

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Jessica Basacco

Jessica Basacco

Administrative Assistant

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Your extended network of experts:

  • Professionals from other departments across RBC.
  • Works with your relationship manager to provide you with relevant support and services.

Advisor

Stephen Wiffen, CLU, CH.F.C.

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Mary Metel, LL.B

Will & Estate Consultant, Family Office Services, RBC Wealth Management


You have questions, we have answers.

Contact us