Joanne Livingston

Vice-President & Portfolio Manager

613-564-4935 | Email me

Joanne became an Investment Advisor in 1995 after a successful career in banking. A Chartered Investment Manager, she is the creator of our team’s Watermark System, a year-by-year plan that ensures clients make progress toward their goals through a disciplined investment strategy. Early in Joanne’s career, she came to recognize that most people did not have clearly defined goals or any mechanism to track their progress against these goals. As a result, many of their big questions were left unanswered, such as: Am I saving enough? Will I live comfortably in retirement? Or, Will my family be alright if I pass away unexpectedly?

Joanne created the Watermark System to give clients a road map and a means to see their progress on their journey. She is an enthusiastic golfer and enjoys a variety of recreational sports, and currently serves on the board of the Ottawa Heart Institute Foundation. Joanne lives in Ottawa with her husband, Rick, and has two adult children.

Alan MacDonald

Vice-President & Portfolio Manager

613-564-4979 | Email me

Alan began his financial services career in 1984 and also spent some time in banking before moving into the role of investment advisor in 1995. Alan teamed up with Joanne after years of using her Watermark System to help his clients gain greater clarity and confidence around their financial goals. Alan is a Chartered Financial Analyst and the co-author of the financial planning book, The Copperjar System. He frequently writes and speaks on the topics of investment and financial planning. An avid road and mountain bike enthusiast, Alan is often found on the trails in both summer and winter. He lives in Ottawa with his wife, Cathy, and has two adult children.

Dawn Anderson

Portfolio Manager

613-564-4720 | Email me

Dawn joined the team 20 years ago after meeting Joanne in her banking career. She is a Chartered Investment Manager and a Certified Divorce Financial Analyst. Dawn is responsible for monitoring portfolios against your agreed-upon investment policy and making or recommending adjustments to keep the portfolio on track to its objectives. She is the president of her condominium corporation but her passion is working with habitat for humanity. Having done a build in Zambia, she is actively looking for her next challenge. Dawn enjoys many sports, particularly curling and golf.

Michael Dickie

Financial Planner

613-564-4722 | Email me

Mike began his career at TD Waterhouse in 2011 and joined our team in 2012. He is responsible for creating and updating each client plan as well as reaching out to keep people on track with their savings goals. Mike is a Certified Financial Planner and has completed the Canadian Securities Institute’s Advanced Retirement Management Strategies course. Mike spends most weekends at the family cottage with his wife, Alyssa, and young child, Everett.

Iain Davidson

Portfolio Manager

613-564-4723 | Email me

Iain has been part of the team for 10 years. He is charged with researching potential investment opportunities, assessing suitability and making recommendations to the investment committee. Iain is also responsible for monitoring portfolios against objective and reviewing portfolios and Watermark System plans with clients. He has earned the designations of Chartered Financial Analyst and Chartered Investment Manager, as well as the Canadian Securities Institute’s Financial Planning Standards Council Level 1 Certificate. In his spare time, Iain enjoys soccer, golf, road biking and hockey.

Isabel De Las Heras

Associate

613-564-4721 | Email me

Isabel has been in financial services for 32 years and joined the team over 20 years ago. In an ever-increasing regulatory and reporting environment, Isabel focuses on keeping our entire operation running smoothly by ensuring administrative, compliance and audit requirements are met and updated. Isabel lives with her husband, Vince, and two children in Ottawa. They all enjoy skiing and traveling. Isabel has been a volunteer for the South Ottawa Mustangs Football Club for three years and is a “part-time chauffeur,” taking her kids to their various sporting and volunteer activities.

Diane Spurr

Associate

613-564-4724 | Email me

Diane has been in financial services, and specifically the investment business, for 25 years. Her extensive wealth management experience helps her keep the administrative side of our practice moving along smoothly by ensuring a consistently exceptional level of client service. Diane is in charge of scheduling client reviews and preparing annual portfolio reviews. A busy mom to two children, she also finds time for yoga, curling and gardening.

Alex Graff

Assistant

613-564-4595 | Email me

Alex has joined the team in the role of Client Service Manager. Having spent the past year working for RBC managing documentation and securities, she is going to put her past project manager and client service experience to good use. She will be responsible for coordinating the many aspects of managing your accounts. This will include the timely execution annual reviews, monitoring the delivery of Watermark plans, coordinating client events and presentations, and scheduling the review of Investment policy statements to name a few of the many things that happen behind the scenes. Her role will ensure we help you reach your goals while exceeding service expectations.