“Our team has a no voicemail rule. When you call, you will get a person”

Your Portfolio Manager:

  • Handles ongoing asset allocation
  • Chooses your investments to match both your Investment Policy Statement and financial plan
  • Provides in-depth portfolio conversations as needed

Vito Finucci RBC

Vito Finucci

Senior Portfolio Manager & Investment Advisor

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Eric Janitis

Eric Janitis

Senior Portfolio Manager & Investment Advisor

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Rachelle Allen

Rachelle Allen

Associate Portfolio Manager & Wealth Advisor

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Your Financial Planner:

  • Initially meets with you to set up your financial plan. Sets objectives, formulates targets, reviews risk
  • Handles ongoing tax optimization in conjunction with your service manager
  • Coordinates meetings with specialists as needed (i.e. Will and Estates, Trusts, Insurance, etc.)
  • Conducts follow-up planning meetings after life events (retirement, job change, business sales, family member passing)

Gary Weatherup

Gary Weatherup, CFP®

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 (“how am I doing?”, “am I on track?”)
  • Processes any trades and cash requests (i.e. monthly contributions/payments, sending money to an account, etc.)
  • Is the primary contact for your other financial and estate planning partners (i.e. accountants, lawyers, bankers – “my accountant needs a tax slip”)

Sarah Smith

Associate Wealth & Investment Advisor

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Jodie Fuller

Associate Investment Advisor

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Taylor Dawe

Associate Wealth Advisor

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ryan tanason

Ryan Tanason

Associate Advisor

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Your Service Coordinator:

  • Takes care of initial transfers and ongoing paperwork – i.e. if we need to move your RRSP to a RRIF, need to open a new account, etc.
  • Handles estates when family members pass away
  • Books meetings
  • Updates addresses
  • Makes account changes (dividend payments, pre-authorized contributions, automatic withdrawals)
  • Processes donations

Jessica Basacco

Administrative Assistant

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Our Extended Team of Experts:

Advisor

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Carol Classen

Premier Banking Advisor, RBC Royal Bank


Advisor

Mary Metel, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Albert Schoeley, CPA, CA, MAcc, CFP

Financial Planning Specialist, RBC Family Office Services


Advisor

Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust