Monte Hyssop

Vice-President & Director, Portfolio Manager

604-257-7676 | Email me
1-800-427-7766

Our team provides more than 30 years of combined experience in the investment industry.  We are fully life insurance licensed and devote a significant amount of our time to expanding our knowledge and investment management capabilities to fully address the changing economic environment in which we live and work.

Our investment process centres on the belief that investments must be managed according to a comprehensive portfolio discipline.  We place an emphasis on understanding investment objectives and developing an investment policy statement.  Utilizing a team approach, through fee based money management, we then provide investment solutions to meet the specific needs of our clients.  We are able to provide discretionary and non-discretionary portfolio management services as an Associate Portfolio Manager with Private Investment Management (PIM). 

We also have access to highly sophisticated local and international teams of skilled financial experts: research analysts, economists, traders, investment tax analysts, estate planning specialists, insurance resources and private banking.  Our partnership with the Royal Bank means we offer you the combined skills of two of Canada’s leading financial institutions. 

In order to provide the best possible investment and service to our clients we have built a strong, dedicated team. Together, we work to offer you the best, most qualified, conservative investment advice.

Shirley Gatto

Associate

604-257-7601 | Email me
604-257-7391
1-800-427-7766


Shirley has over 35 years of experience in the financial services industry. She is an integral part of the team offering superior client service. She has built solid relationships with our clients allowing them to place their trust in her with all their administrative needs.  Shirley has been committed to educational development and has completed the Derivatives Fundamental Course and is Options licensed. 
 

In addition to our Investment Team, we are supported by the following in-house experts who specialize in Wills & Estates and Insurance Solutions.
 

Matthew J. Leggett, CFP, CLU, RHU 

Estate Planning Specialist
 
Matt began his career in the financial services industry in 1995 and is a specialist in his field. Matt graduated from Bishops University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter and the Registered Health Underwriter designations.

Matthew employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, he works with your other professional advisors in the development of appropriate solutions.  Matthew can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Matthew evaluates various insurance offerings from Canadas top-ranked insurance providers.


Mellisa Nagelbach, LL.B.

Will and Estate Consultant
 

Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007.  She was called to the Bar in British Columbia in 2008.

Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters Melissa assisted clients with a range of estate planning matters including drafting Wills, Power of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration.  Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.

Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).