Joanne Goodrich, MA, CIM, FMA, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

905-332-2590 | Email me
1-800-668-6285 | LinkedIn


Joanne began her career in the investment industry in 1984 as an institutional money market salesperson working with some of Canada's largest corporations, government entities, pension and mutual funds. She has worked with private clients since 1998. Joanne is licensed to facilitate the wealth management process through the discretionary or non-discretionary use of options, securities, mutual funds and insurance. She holds the Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM) designations. She earned her Elder Planning Counsellor (EPC) designation in 2005, focusing on the evolving and specialized needs of Canada's citizens as they age. Recently, Joanne completed the Knowledge Bureau's Master Financial Advisor-Philanthropy (MFA-P) designation.

 

In 1978, Joanne received her Honours BA, with distinction, from the University of Toronto. She was awarded a Commonwealth Scholarship in 1979 and earned her MA from the University of London (England), highest honours, in 1980. In 2014, Joanne attended the Harvard Kennedy School and completed the Executive Education course, "Investment Decisions and Behavioral Finance".  In 2019, she completed the Investments and Wealth Institute's Applied Behavioral Finance Course.

 

Joanne is a founding member of both the Sick Kids Gift and Estate Planning Advisory Council and the Gift Planning Advisory Council of the JBMH Foundation. Her favorite roles are mother, mentor, and pancake maker in Halton's Food for Thought program.

Rick Livingstone, B.Sc., MBA, FMA, CFP®

Vice-President, Portfolio Manager & Wealth Advisor

905-332-2592 | Email me

Rick has been working with private clients since 1998. He holds his Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. His academic excellence has been recognized with several Canadian Securities Institute awards.

Rick is licensed to facilitate the wealth management process through the discretionary or non-discretionary use of securities, mutual funds and insurance. His ability to educate clients throughout the wealth management process is highly valued.

In 1988, Rick received his Bachelor of Applied Science degree (mechanical engineering) from the University of Waterloo, graduating at the top of his class. He earned his MBA (finance) at the University of Concordia in 1996.

Rick is actively involved in the community through his extensive Rotary service, membership in the Burlington Oldtimers' Hockey League and as a youth soccer coach. He lives with his daughter in Burlington.

Zana Santini, BA

Associate Wealth Advisor

905-332-2593 | Email me

Zana has worked as an associate at RBC Dominion Securities since 1997, and is licensed in securities and mutual funds. Zana qualified as an Associate Wealth Advisor in 2015. While completing her Honours BA (English) at McMaster University, she worked as a customer assistance officer at RBC. Zana lives with her husband and two children in Hamilton.

Charmaine Savage

Associate

905-332-2591 | Email me

Born in South Africa, Charmaine immigrated to Canada in 2001 and has over 19 years of experience in the banking industry. On completion of a diploma in treasury management and trade finance in 1998, she was awarded the Consolidated Memorial Prize for second highest aggregate marks. Charmaine is licensed in securities and mutual funds. She lives in Burlington with her husband. They have two adults daughters and a much-loved Wheaton Terrier.

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