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Senior Portfolio Manager & Wealth Advisor
Phil joined RBC Dominion Securities as a professional Investment Advisor in 1993. Prior to that he practiced law for a number of years with one of the Atlantic region's largest law firms. Phil holds a Bachelor of Business Administration degree from Acadia University and a Bachelor of Laws from Dalhousie University. He is a non-practicing member of the Nova Scotia Barristers' Society. Phil has served as a member of the Board of Trustees of The Laing House Foundation and as a director of Metro United Way, The Royal Nova Scotia Yacht Squadron and Acadia University's "Tides are Turning" capital campaign. He has also served on the Dominion Securities Advisory Board.
Outside of the office Phil and his wife Connie enjoy spending time with their 3 daughters skiing, boating and traveling.
Portfolio Manager
As a Portfolio Manager with RBC Wealth Management, Nathan strives to gain a deep understanding of his clients and provide them with advice that is tailored to their unique needs. Nathan aims to address his clients’ needs in all areas of wealth management and draws on the broader services of RBC Wealth Management to build customized wealth plans for his clients.
Nathan began his career in financial services in 2007 and worked in Montreal and Toronto prior to returning home to Halifax. Nathan holds a Bachelor of Commerce degree from Dalhousie University and an MBA from Saint Mary’s University. Nathan is a CFA charterholder and an active board member of CFA Society Atlantic.
Outside the office, Nathan and his wife Hayley enjoy spending time with their two amazing girls. A former varsity swimmer, Nathan stays active by cycling and running his daughters from one activity to the next.
Associate Wealth & Investment Advisor
Ann has been with RBC Dominion Securities for over 30 years and operated her own successful practice for half of that time. Joining Jenkins Wealth Management provided good synergies for her communication, financial planning and portfolio management skills. Ann is a licensed Insurance Representative and has completed many industry courses over the years. She graduated with a Bachelor of Business Administration from Acadia University.
Outside the office Ann enjoys spending time with her family as well as traveling and skiing.
Senior Associate
Kelly has over 20 years of experience in the investment industry. Prior to joining RBC in 2010 she worked as an Investment Representative for 6 years and spent 7 years as a Portfolio Administrator dealing exclusively with high-net-worth private clients. Kelly joined Jenkins Wealth Management in 2014 and brings a wealth of knowledge and expertise to her position of Senior Associate.
Outside of the office she enjoys baking, the outdoors and spending time with friends and family.
Associate Wealth Advisor
With over two decades of industry experience, Michelle brings a wealth of knowledge and skill to our team. In addition to holding a Bachelor of Arts degree from Memorial University, Michelle holds the Certified Financial Planning (CFP) designation. As Associate Wealth Advisor, Michelle demonstrates her expertise on a daily basis and plays a critical role in delivering first-rate service and wealth advice to our valued clients.
Outside of the office, Michelle and her spouse, Steve enjoy spending time with their children, traveling, hiking and boating.
