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Our ingredients to success have always been the people – the people we learn from and the talent we surround ourselves with. Our team makes a point of learning from our clients and from each other, and consistently strives to go above and beyond to help you achieve your goals. We openly offer our expertise and support for any concern you may have and work hard to honour the trust you place in our team, every day.
Senior Portfolio Manager
With over 25 years of experience in the financial services industry, Cory combines his years of expertise with compassion and deep care to set our clients on the right path to achieve their financial goals. Hailing from the small town of Walkerton, Ont., Cory left his hometown to pursue a Bachelor of Business Administration (Hons) at Wilfrid Laurier University, during which time he carefully balanced a full course load and a full-time job as a bank teller at RBC. After graduating, Cory decided to follow his calling in the wealth sphere, progressing through roles as a branch manager, financial planner, and regional manager of financial planners before coming to RBC Dominion Securities in 2010.
As senior portfolio manager, Cory spearheads the financial planning process, oversees the construction and management of client portfolios, and connects our clients with our banking partners when additional resources are required. Consistently leading with discipline, respect, and accountability, Cory is honoured to be a trusted, go-to resource for financial advice, and genuinely enjoys all conversations he has with our clients – personal or professional. Dedicated to our clients, he leverages his extensive background in financial planning to develop strategies unique to each client’s situation and vision of success, and has obtained the advanced industry designation of Chartered Investment Manager (CIM) to deliver the highest level of service.
As a proud father and husband, Cory spends much of his time outside of work with his wife, Amy, and two children, Austin and Samantha. When he’s not cheering his daughter on at her dance recitals or coaching his son’s AA hockey team, he can often be found out on the ice, getting in some exercise and fostering his passion for the sport. Cory is also an active member of the community and volunteers his time with the Juvenile Diabetes Foundation, the Easter Seals, and the Wayne Gretzky Foundation – the latter giving him the opportunity to live out a lifelong dream and play alongside “the Great One” himself!
Investment Advisor
Committed, compassionate, and conscientious, Simun is a key member of our team. A graduate of York University with a bachelor’s degree in political science, Simun was originally set on the path to become a lawyer – however, upon taking a part-time job as a bank teller to help pay for school, he developed a keen interest in the financial industry and never looked back. Since then, he has worked through roles as a bank teller, assistant branch manager, and financial advisor before coming to join our team in 2022.
As investment advisor, Simun leans on nearly 15 years of financial services experience to help our clients reach their financial goals. As one of the key relationship managers for our team, Simun works hard to make a positive impact on our clients’ lives, taking the time to listen to their stories and create a financial plan that is reflective of their needs, values, and goals. He also ensures that all aspects of our practice operate efficiently, so that our team can provide our clients with an elevated experience every day.
Outside of the office, Simun is an active member of his church and the community, prioritizing the things that lie close to his heart: his family, his friends, and his faith. Simun is also passionate about sports and soccer in particular, and is heavily involved in the Croatian Men’s Soccer Club, acting as both a player and a coach.
Associate Investment Advisor
A passionate problem-solver with almost 30 years of experience in the industry, Jason is an integral part of this team. As associate investment advisor, he leverages his deep knowledge of the markets and extensive industry experience to carefully curate, implement, and manage portfolios on behalf of our clients. Jason is proactive, loyal, and resourceful, and always more than happy to share his knowledge with our clients and our team.
Starting his career as a bank teller after graduating from university, Jason worked his way through roles as a deposit clerk, branch manager, private banker, and financial planner. Over the years, he’s helped many clients navigate through the ups and downs of the financial market, building goal-based financial plans to connect the dots between where they are and where they want to be. He finds fulfilment in being able to make a positive impact in their lives and help them achieve financial peace of mind. Jason also holds the Personal Financial Planner (PFP) designation to provide best-in-class service for our clients.
Away from the office, Jason enjoys spending time with his wife, Jane, and two adult children. He also tries to get outside and go fishing as often as he can. As a former athlete, Jason looks forward to watching OHL hockey and NCAA basketball games on the TV, finding the player’s hope, drive, and determination inspiring as they continue to aim for a chance to play in the big leagues.
Associate
With over 30 years of experience at RBC, Maueen brings a wealth of knowledge and insight to our team. With her keen eye for detail and advanced organizational skills, Maueen naturally gravitated towards executive assistant roles that allowed her to utilize her skills to help streamline processes to optimize for efficiency. Since coming to RBC Dominion Securities in 2020, she has appreciated being able to build relationships with our clients and connect with them on a more personal level. In 2023, she joined our team.
As an associate, Maueen is responsible for all aspects of client service and administrative functions, from booking meetings to organizing calendar schedules and everything in between. She leans on over three decades of industry experience to provide our clients with best-in-class service and proudly provides her support for anything our clients or our team may need.
Away from the office, Maueen enjoys spending time with her family, who love to travel and go on trips together. One of her favourite travel memories was her trip to Venice, where she fell in awe of the architecture and the beautiful contrast between the old buildings and the new. Maueen is also quite the actress, and nurtures her creative side by participating in a community theater.
A graduate of Sheridan College with nearly a decade of customer service experience, Meagan is a dedicated professional with a passion for helping people meet their financial goals. Having entered the financial services industry in 2022 as a personal banking associate at another leading financial institution, Meagan provided advice, services, and support for clients’ everyday banking needs. She continued to deliver best-in-class service in her following role as an administrative assistant, further honing her skills and developing deeper relationships with clients. In 2024, she joined our team.
As an associate and one of the first points of contact for our clients, Meagan efficiently answers client queries, executes transfers on their behalf, generates reports, and initiates additional support when needed. She is responsible for all administrative duties and consistently works hard to ensure that everything is organized and running smoothly. Committed to ongoing professional education, Meagan has also completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook course (CPH) from the Canadian Securities Institute.
In her free time, Meagan enjoys tapping into her creative side through writing, cooking, and baking. She loves to experiment with new recipes in the kitchen and express herself through food. Meagan also spends a lot of time being active outdoors, and can often be found hiking, biking, or kayaking. Additionally, she supports her community by donating to food banks and supporting the animal shelters in her neighbourhood.
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