James P. MacLean, FCSI, PFP, CIM, CIWM, CFP®

Vice-President, Portfolio Manager & Wealth Advisor

416-842-1004 | Email me
416-974-0332
1-800-766-1034

With over 30 years of experience in the investment industry, Jim is the lead Investment Advisor and responsible for overall asset allocation, individual investment selection and ongoing investment monitoring. Jim, a graduate of the University of Toronto is a current Fellow of the Canadian Securities Institute, the highest honour in Canadian financial services. Jim has also earned the CERTIFIED FINANCIAL PLANNER® or CFP® designation conferred only to those who have completed the rigorous Financial Standards Planning Council curriculum. As a leader in his field Jim has been named a Vice President of the firm, granted both the Chartered Investment Manager designation and the Certified International Wealth Manager designation. As one of a select group of Portfolio Managers within the firm, Jim manages portfolios for clients primarily on a discretionary basis.

Jim is active in the community having served on the board and assisting several charities and organizations including Polo For Heart and the Greater Toronto Collector Car Museum. Jim is a past Steward of Hart House at the University of Toronto. Among Jim's many interests he enjoys spending time at the family farm, golfing, cottaging, skiing, riding and is a current holder of a private pilot’s licence. Jim has been happily married to Carolyn for more than 19 years and has a young son Carter and daughter Carly.

Jim can be reached at 416-842-1004 or james.maclean@rbc.com

 

Joanne P. Young, BA, PFP

Investment Advisor

416-842-1005 | Email me
416-842-0248
1-800-561-6431


Joanne has proven investment industry expertise and over 30 years as an Investment Advisor. Remaining current with industry trends is the foundation of her investment philosophy and commitment to her clients. Joanne provides strategic portfolio advice, asset allocation, asset selection, and guidance to her clients.
 
Joanne holds a B.A. in History from Queen's University and has been granted the Personal Financial Planning designation. Joanne served for two terms as the President of the Badminton & Racquet Club of Toronto and is a past Board member of the Junior League of Toronto. She is also the Class Representative for her year at Branksome Hall. Joanne is an avid tennis player, sailor and world traveler.

Shane Parreno, BA

Associate Advisor

416-842-1006 | Email me
416-974-0332
1-800-766-1034

Shane has worked in the investment industry for several years now most recently in our Oshawa branch. Shane is fully licensed to provide our clients with the exceptional service and attention we are committed to. Shane is responsible for day to day client service and requests.

Shane graduated from McMaster University with a Bachelor of Arts degree in Economics. Shane continues to enhance his industry experience and education by working towards his Professional Financial Planning and Chartered Investment Manager designations. When Shane is not in the office he enjoys running, basketball, weight training and boxing.

Alex Montgomery, BA

Associate

416-842-4846 | Email me
416-974-0332
1-800-766-1034

Alex started at RBC Dominion Securities as an intern at our Ottawa branch before joining our branch operations team here in Toronto. Alex is responsible for day-to-day client service requests, as well as assisting Shane in upholding our excellent client service standards. A firm believer in ongoing education, Alex is working towards earning his full license with the Canadian Securities Course, in addition to pursuing his Chartered Investment Manager (CIM) designation.

Alex is a graduate of Western University with a Bachelor of Management, specializing in finance. During post-secondary, Alex was a member of the Western Investment Club and several intramural sports teams. Outside of the office, Alex enjoys playing golf, exercising, watching sports and networking.