Jeffrey Shigehiro, CFP, CIM

Associate Portfolio Manager & Wealth Advisor

604-257-2559 | Email me

Jeffrey joined the industry as an independent advisor in 2006, providing insurance and estate planning solutions to his clients. He has always believed in the value of a holistic approach to the planning of his clients’ financial world.

 

The experience of growing up in a family business environment, complimented with a diploma in business management allows Jeffrey the insight to relate to business owners, professionals and executives alike.

 

To earn the Certified Financial Planner (CFP) designation – the industry gold standard for financial planning – he completed a rigorous educational program and exam, and met stringent experience requirements. Jeffrey also completes continuing education requirements on an ongoing basis to remain aware of current planning strategies and financial trends.

 

As a Chartered Life Underwriter (CLU), Jeffrey has completed Canada’s premier wealth transfer and estate planning designation. Expanding on the knowledge gained in the CFP®, the CLU designation provides the education needed to differentiate one’s practice in complex wealth & estate-transfer markets placing CLU designation-holders in a unique position to help Canadians build & preserve wealth.

 

Jeffrey has earned the Chartered Investment Manager (CIM) Designation. The CIM program focuses on high level investment strategies tailored to affluent and institutional clients.

 

Outside of the office, Jeff enjoys travelling with his wife, Alicia, spending time with their two young daughters, Juliana and Gabrielle, and adventuring with their two dogs in the outdoors. A few of Jeff’s passions include golf, hockey, cycling and hiking. You will also find Jeff volunteering and supporting various charities.

Chelsea Khan

Associate Wealth Advisor

604-665-5181 | Email me

Chelsea has been an Associate with RBC Dominion Securities Inc. for over 3 years specializing in all aspects of client service. As a fully licensed Associate Advisor, Chelsea prides herself on exceptional client service and is always happy to assist in any way she can. She is responsible for assisting you with all your administrative needs, including understanding your statements, scheduling appointments, and DS Online navigation. Chelsea will ensure accurate and timely processing of payments including contributions to your investment accounts, or withdrawals to your bank account.

 

After graduating from Trent University with a Bachelor of Arts Honours in Business Administration and Information Systems, Chelsea started her career at a national law firm for 5 years. Her interest in the financial world led her to a major asset manager for a year before she decided to move to a role that allowed her to be in front of clients at RBC Dominion Securities. Learning and growing is very important to Chelsea. She is currently working towards her Certified Financial Planner designation.

 

Chelsea enjoys walking her dogs on the seawall, trying new restaurants and cooking in her kitchen.

Premier Banking Advisors

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Wendy Mah

Premier Banking Advisor, RBC Royal Bank


High Net Worth Planners

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Darren Bank, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Aileen LaBorie, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Will & Estate Consultants

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Melissa Nagelbach, LL.B

Will & Estate Consultant, RBC Wealth Management


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Simi Dosanjh, LL.B

Will & Estate Consultant, RBC Wealth Management


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Joyce Burnett, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Financial Planning Specialists

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Eugene Dautzenberg, CPA, CA

Financial Planning Specialist, RBC Wealth Management


Will & Estate Advisors

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Patrick (Rick) Montens, TEP

Will and Estate Advisor, Royal Trust Corporation of Canada


Estate Planning Specialists

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Matthew J. Leggett, CLU, CHS, CFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Denny Smith, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.