Rachelle joined RBC Dominion Securities in 2019 after many years of experience with a previous financial planning firm.
Rachelle brings with her extensive knowledge in the fields of financial planning, wealth management, portfolio management and insurance planning.
With a commitment to continued education, Rachelle continuously strives to learn and grow in order to offer her clients the best service possible. Rachelle has acquired the Certified Financial Planner (CFP) designation, a designation awarded in recognition of professional excellence and competency. In addition, she has earned the Chartered Life Underwriter (CLU) designation, an advanced designation with a focus on wealth transfer, estate planning and corporate planning. Rachelle is also a Chartered Investment Manager (CIM), providing her clients with discretionary investment management and portfolio management services. Rachelle is also a licensed insurance professional, a service which is an integral piece of the wealth management process.
On a personal note, Rachelle is relocating to the London area with her spouse and puppy, Lucy. She has also developed an affinity for golf, and can often be found on the course on evenings and weekends improving her game. She finds golf a great way to spend time outside with colleagues, friends and family, and is determined to be hitting the LPGA links soon! If she isn’t on the golf course, Rachelle can be found on her yoga mat or working out. Rachelle recently completed her first wine course to increase her appreciation, knowledge and understanding of wines. She plans to continue the next course in the fall with the goal to eventually obtain certification.
“From the very first day 15 years ago I have worked very hard to earn the respect and trust of my clients. Joining the Finucci Janitis Wealth Management Group is an honour and a privilege. I look forward to working together with Vito Eric and the rest of this amazing team.”
