RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Senior Portfolio Manager
Graham joined RBC Dominion Securities in 2008 as an Investment Advisor after graduating in Finance from Eastern Michigan University. Since then, Graham has continued his education with further professional designations, including Options and Life Insurance licenses. His primary role is security selection and research for our advisor-managed investment portfolios. Outside the office, Graham enjoys spending time with his wife and four daughters and is always up for a round of golf with friends.
Portfolio Manager
Over the last 20 years, Tara has provided informed advice and personalized service to our clients. She specializes in working with families through all their estate and succession planning needs. In her spare time, Tara can be found running one of her three kids to their next game, hobby of choice or tournament, and she enjoys supporting the local Sarnia Sting Hockey Club.
Investment Advisor
Jeff brings a winning attitude and unique skill set to our team. His background includes a career as a professional baseball player, representing Canada in the World Championships, managing at pharmaceutical and manufacturing companies and, most recently, spending 15 years as an independent futures and equities trader. He resides in Sarnia with his wife, Jennifer, and their three children. As a past president of the Sarnia Riding Club, his family loves spending time here year-round.
Associate Wealth Advisor & Financial Planner
Matt is responsible for coordinating all aspects of wealth management within our team, such as financial planning, Wills and estates, and tax planning. He developed a strong interest in finance during his time at McMaster University. Upon graduation, Matt started his career in Toronto, working as an Associate while obtaining his license as an investment advisor. Matt has worked at some of Canada's major banks as a Financial Advisor and Financial Planner. He returned to his hometown of Sarnia in 2012 and stays busy with his wife and their two energetic boys.
Associate Advisor
Joel joined the investment industry in 2002. He holds an Economics degree and several advanced designations from the Canadian Securities Institute. Joel plays an integral role in the ongoing management of our advisor-managed investment portfolio models, researching investment solutions, and implementing strategies. He enjoys spending time with his family at the cottage and is energetically involved with theatre and arts in the community.
Associate
Heather joined RBC Dominion Securities in 2019 and, as an Associate, ensures our processes flow smoothly. She is a familiar voice on the other end of the phone when you call our office. Before coming to Sarnia, Heather worked at various investment firms in Toronto’s financial district. She loves animals and can be found with furry friends after hours.
Administrative Assistant
Katelyn joins us from the sports and recreation industry. Her interest in finance inspired her to jump into a new opportunity with RBC Dominion Securities. In her spare time, Katelyn enjoys swimming, biking, or running as she trains for her next triathlon. In the winter, she’s at the rink and enjoys being involved with Ringette.
Lisa joined RBC Dominion Securities after four years in retail banking, with one year as an assistant to an investment retirement planner. She provides administrative support to the team and is always here to help you book your next appointment. Prior to finance and banking, Lisa excelled in customer service in the food and beverage industry. She enjoys camping and road trips with her husband and three children.
The first step is a conversation
