Joel Planert, CFP, FCSI, CIM, FMA

Associate Portfolio Manager & Wealth Advisor

905-764-5422 | Email me

Joel is a leading Wealth Advisor with RBC Dominion Securities.  As an Associate Portfolio Manager, he works with clients to navigate tax brackets, shelter assets from taxation, ensure life-long income and efficient transfer of wealth.  

Graduating with an Honours Bachelor of Commerce Degree from McMaster University – majoring in Finance with a minor in Economics – Joel strives to continuously build upon his expertise. He has attained the Certified Financial Planner (CFP) designation, the Chartered Investment Manager (CIM) designation, the Advanced Retirement Management Strategies (ARMs), the Certificate in Retirement Strategies as well as the Financial Management Advisor (FMA) designation. He is also a Fellow of the Canadian Securities Institute and is a member of the RBC Dominion Securities prestigious President’s Council.

Joel’s financial planning, investment and consulting experiences are extremely broad. Prior to joining RBC Dominion Securities, he worked with a major global bank, an international investment firm as well as a large Canadian brokerage delivering pension-style investment portfolios to high net worth families.

Joel lives in Thornhill with his wife, two sons and Chocolate Lab. In his spare time, he can be found on the golf course, coaching youth basketball or camping with his family.

Rebecca Tang

Associate

905-764-5204 | Email me
905-764-7324

Rebecca is the primary Associate responsible for ensuring client requests are handled in a timely and ultra-efficient manner.  She is fully licensed, completing both the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) with honours.

Endearing herself to clients, Rebecca is typically the first point of contact for any administrative needs.

In her free time, Rebecca enjoys adventurous hikes, fishing or simply roasting marshmallows by a campfire.