What the Team provides to ALL clients

We believe in providing all clients with the attention and service they deserve. We therefore offer you:

  1. A friendly and skilled team to ensure your questions and concerns are answered and dealt with in an efficient and timely matter.

  2. An established service plan that gives you the option of when and how often you would like to meet to review your portfolio.

  3. To ensure we stay in touch, reminder cards are sent to you prior to your review.

  4. Daily market commentaries are sent via email.

  5. Direct tax reporting to your Accountant upon request.

  6. Online access to your RBD DS accounts are available.

The McIntyre Group provides a comprehensive range of wealth management services designed to your unique specifications. Backed by the century-old tradition of RBC Dominion Securities – Canada’s leading full-service wealth management firm – you can be confident that you will get the professional advice and services you need. Whether you’re looking for personal wealth management for yourself, your family, or your business, Katie and her team have the expertise and access to the resources to help you achieve your goals.

Katie McIntyre

Vice-President & Investment Advisor

705-725-7406 | Email me
705-728-6416 | LinkedIn
1-800-461-5640

With over 15 years in the investment management business, Katie is consistent in providing her clients with an experience that encompasses knowledgeable advice, hard work and passion. These qualities have earned the trust of her diverse clients who continue to refer their family and friends.

 

Katie is a Vice-President and Investment Advisor and holds both the Chartered Investment Management (CIM) and Fellow of CSI (FCSI®) designations. The prestigious FCSI is the highest level of certification granted by CSI.

She has also earned the title of Wealth Advisor, as she incorporates Wealth Management into her practice by consistently providing her clients with Financial Plans, as well as including tax and estate planning strategies.

 

Katie is a strong believer in education and received a Bachelor of Kinesiology degree from McMaster University. She has continued with her education and has completed the following industry courses;

Canadian Securities Course (CSC)

Conduct Practice Handbook Course (CPH)

Wealth Management Essentials Course (WME)

Canadian Insurance Course

Derivatives Fundamentals Course

Options Licensing Course

Investment Management Techniques (IMT)

Portfolio Management Techniques (PMT)

 

Katie enjoys an active lifestyle and especially enjoys competing as an amateur golfer. Katie grew up in Barrie, where she currently resides with her husband and her two children.

Michael McIntyre, BA

Associate

705-725-7419 | Email me
705-728-6416
1-800-461-5640

Michael joined our team in January of 2011. Michael graduated with a B.A. in political science from the University of Guelph. He has successfully completed the Canadian Securities Course, Canadian Practices Handbook Course and his Options License. Mike has assumed the day to day administrative duties for the team, and brings a wealth of customer service skills.

Cheryl Paul, PFP, B.Comm.

Financial Planner

705-725-7512 | Email me
1-800-461-5640 | LinkedIn

Cheryl joined our team as a financial planner in the fall of 2019.

She received her Bachelor of Commerce Co-op degree from Dalhousie University. In 2001 joined RBC Royal Bank in Halifax, completed the Professional Financial Planner course through the Canadian Securities Institute and became a licensed Financial Planner. Over the next 18 years she traveled Canada and held this Financial Planner position with RBC in Yellowknife, St. Catharines, St. John's, and Barrie.

Cheryl is a Barrie native but lives in Shanty Bay with her husband Darryl and their 2 children. Outside of work Cheryl enjoys golfing and skiing with family.

Premier Banking

Gia Narducci

Premier Banking Advisor, RBC Royal Bank

Estate Planning Specialist

Colin Ardill

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.