Who We Are

Putting you first with a team approach

 

Gary M. McKay

905-895-4296 | Email me
905-895-8781

Born and raised in Ottawa, Gary brings more than 20 years of experience in the investment industry to you. He is devoted to working with individuals, families and business owners in helping you achieve a greater sense of financial security and peace of mind. His dedication to clients and the achievement of their investment tax efficient goals has earned him their respect and trust. He believes in developing a trust with his clients through a disciplined, consistent approach to managing assets. Gary prides himself at being proactive in ensuring that you find the right professionals to help you with all your financial needs.

Gary received his Bachelor of Commerce degree from Carleton University. Gary has his Insurance license as well as an extensive background in Will and Estate planning.

Gary enjoys golfing, curling, cycling and downhill sking with his wife Shannon and their four children, Brittney, Sarah, Justin and Christopher. Outside the office Gary is involved in a few local charities including the Newmarket Easter Seals Run/Walkathon and The Knights of Columbus - Sharelife.

Louise Meikle

Associate

905-895-2301 | Email me

Louise has worked in the financial industry for over 10 years.  While she took a few years off to raise her family, she went back to school to complete a college program.  She joined RBC Dominion Securities in 2014 and is committed to providing a superior client experience in this dynamic and fast paced industry.  Currently, she is working towards completing the Conduct and Practices exam.

When she is away from work, she enjoyings keeping active through running, dancing and spending quality time with her kids.  Louise and her family live in the Thornhill area. 

 

Robyn Solnik 

Will & Estate Planning Specialist

The Consultant, Robyn Solnik, is a lawyer with significant experience in the area of wills, estates and trusts. Robyn can discuss your will and estate plan with you in order to ensure it is current and continues to meet your needs and objectives. As well, Robyn can provide advice on the most efficient and tax effective strategies for the distribution of your estate that may be of particular importance in light of several tax and estate planning developments which have taken place in the last few years.

Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc. 

Insurance Specialist

Gerry brings to RBC DS, 30 year of life insurance industry experience. In addition, to his B.Sc, Gerry is a Chartered Life Underwriter, Chartered Financial Planner and Chartered Financial Consultant. Gerry taught the Life Underwriters Association Training Course (LUATC), moderated the Field Management Seminar (FMS) and served on the Advocis Board. Currently, he is on the Advisory Board for Financial Services Commission of Ontario. This experience gives Gerry the ability to help Investment Advisors develop their insurance practice. Gerry's focus will be on providing tax and estate planning solutions for our clients through new innovative uses of insurance strategies.

Penny Forbes, CPA, CA, CFP

Financial Planning Specialist, RBC Wealth Management

Penny is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). Penny completed her Honours Bachelor of Business Administration degree at Wilfrid Laurier University (major in Accounting) and has completed Part I & II of the CICA In-Depth Tax Course.

Prior to joining RBC in 2015, Penny was a tax manager at one of the world’s leading accounting firms. She specialized in providing tax compliance and tax planning services to high net worth individuals and private businesses. She was also a member of the firm’s learning committee and trained colleagues on personal and corporate tax matters.

Penny’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.