Lee Schaffer, PFP, CIM, FCSI

Vice-President & Portfolio Manager

905-764-5013 | Email me
905-764-7324

Lee has been providing exceptional service to his clients since entering the investment industry in 1991. A commitment to providing his clients with the most professional money management service is why his clients place their trust and faith in him.

Lee's background in business includes advanced knowledge and continued education and experience in estate planning, insurance, derivatives, and investment management. Lee's qualifications also include the prestigious CIM, or Chartered Investment Management designation, which is a portfolio management credential. Lee has also obtained the FCSI designation, which is a Fellow Of The Canadian Securities Institute. FCSI graduates meet some of the most demanding requirements in Canadian financial services.

Lee's "value approach" to investing lies in his belief in customizing a world-class, predominately dividend paying, equity portfolio for his clients. This strategy, complimented with higher yielding fixed income securities, bodes well for his clients who desire capital preservation firstly!

Lee's diverse background includes extensive travel throughout Australia, Europe, and the Far East, where he took time off in 1992 to teach conversational English to Japanese engineering students. Happily married since 1998, Lee and his family live in Thornhill, Ontario.

Meet the Team


For all administrative or trading issues, please call Aaron Benia

 

Aaron Benia

Associate

aaron.benia@rbc.com
(905) 764-5702

Here's our Extended Team of Wealth Management Professionals:

 

Ariel-Charles Guigui

Vice President and Will & Estate Consultant

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégialte in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

Janice Walsh, CA, CFP, TEP

Financial Planning Specialist

Janice is a Chartered Accountant, Certified Financial Planner and member of the Society of Trust and Estate Practitioners. She completed her Honours Bachelor of Business Administration at Wilfrid Laurier University. Janice also holds the Chartered Life Underwriter and Chartered Financial Consultant designations.

Since 1987, Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors. Janice joined RBC Dominion Securities in 2005.

Janice's role is to work with and support your Advisor in preparing and presenting comprehensive Compass Financial Plans for clients.

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