“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

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 (“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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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

Susan Macdonald, TEP, MTI

Senior Trust Advisor, RBC Royal Trust