Donna Conolly

Associate

613-721-4241 | Email me
1-800-423-8812

Donna is an accomplished professional, beginning her financial career in retail banking.

Since joining RBC Dominion Securities in 2001, she has completed key industry courses, and has consistently  advanced her knowledge within the industry in order to provide a super level of service.

She is a vital support for all day-to-day account management. Donna helps clients navigate through the Wealth Management process with a focus on developing long term relationships. Working with an established network of top caliber specialists, Donna provides precise and exceptional service in the areas of investment, taxation, retirement, trust and estate strategies.

Donna loves traveling and has a passion for the outdoors – especially the mountains, having hiked to Mount Everest Base Camp. When she is not in the office, she enjoys family time and keeping active; biking, kayaking, hiking; at home and abroad.

Karen Michaud, CFP®, PFP, FMA

Financial Planner

613-721-1228 | Email me
613-721-4680
1-800-423-8812

 

Karen has worked in the investment industry for over 25 years. Her career as an Investment Advisor and a Financial Planner combined with a Certified Financial Planner (CFP) designation has allowed her to offer superior client Service and Planning strategies. She takes a psychological approach to her advice and tailors it to each individual client. Together, her years of experience, professional credentials and individual skills provide solid bench strength to the team.

Sarah Conolly

Assistant

613-721-8590 | Email me
613-721-4680
1-800-423-8812

 

Sarah supports the team with all of the administrative duties in the management of each client’s investment portfolio. Her responsibilities include opening accounts, facilitating transfers, processing contributions, wire transfers, and various other activities.

Previous to joining Dominion Securities, Sarah spent 10 years in an operations management role and understands the importance of maintaining an organized and systematic approach to running a successful wealth management practice. Her expertise, dedication, and friendly disposition help to maintain a high level of client satisfaction.

 

Our Extended Team

Jonah Rabinovitch, BA, LL.B, CFP®

Financial Planning Specialist, RBC Wealth Management


Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Wealth Management