Putting You First With Our Team Approach

As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you'll receive the expert assistance you need, when you need it.

 

Jason Lonsdale

Investment Advisor

250-356-4977 | Email me

Jason graduated with a degree in commerce from the University of Victoria in 1999 after spending his final year studying at Thammassat University in Bangkok, Thailand. Committed to continual financial education, he is recognized as a Canadian Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI). His 19 years in the financial services industry includes two years as a Retail Branch Manager and two years as a Commercial Banking Account Manager. Outside of the office, Jason, his wife and their three children enjoy the outdoors and sports.

Ali Nozari

Investment Advisor

250-356-3957 | Email me

Ali focuses on wealth and risk management for professionally incorporated and private clients; creating long-term, bespoke financial and institutional portfolio strategies.

Ali has spent over ten years as a wealth advisor in Canada working with professional corporations, private investors, and their families. Prior to moving to Canada, Ali worked in the Strategy and Business Development field working with pharmaceutical and fine chemical industry in Europe and North America. Which led on from his post-doctoral roles at the University of Victoria and University of Cambridge. He has a doctorate from the University of Cambridge, masters with honours from Imperial College, London, undergraduate degree from Imperial College with ancillaries from London School of Economics.

When not gazing at numbers, Ali enjoys triathlon training, herding cats, and hiking the outdoors with his family in Victoria, BC.

Randy Voldeng

Investment Advisor & Financial Planner

250-356-3968 | Email me

Prior to becoming a fully licensed Investment Advisor and Financial Planner in 2002, Randy served as the Chief Operating Officer for the Idacom Telecom Division of Hewlett Packard and held senior executive roles at several private and public Canadian corporations. Randy is well versed in issues related to financing, operations, mergers, acquisitions, succession and exit strategies for small businesses. In addition, he is experienced in administering Individual Pension Plans, Retirement Compensation Arrangements and charitable giving plans. In terms of personal interests, Randy and his wife enjoy international travel and spending time with their children and grandchildren.

Jarad Andrews

Associate Advisor

250-356-4845 | Email me

Jarad began his career with RBC Dominion Securities in 2005. He has a diploma in finance and accounting from Camosun College and a vast amount of experience in operations and business development. Jarad handles a variety of responsibilities for the team, including administration, order entry, marketing, and is often the primary point of contact for client inquiries. He was born and raised in Victoria, enjoys sports, all things outdoors, spending time with his family and taking his dog Jasper to the park.

 

Susan Fulkco

Assistant

Sue brings to the team extensive experience in office administration and management. She handles a variety of administrative responsibilities including account documentation, withdrawals, RRIF payments, TFSA and RRSP contributions and various client requests. She is focused on developing and maintaining customer service. In her spare time Sue enjoys spending time with her family and playing softball. Sue joined our team in March of 2014 and will be able to answer or direct any administrative questions you may have.

 

Extended Team

Tim Greengoe

Insurance Specialist

Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth. In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.

Stephanie Dean

BA, CFP, FCSI | FINANCIAL PLANNING CONSULTANT

Stephanie joins RBC Dominion Securities with extensive knowledge and experience in financial planning. She has obtained the Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officer's Course to complement her expertise. An advocate of advanced education, Stephanie has volunteered with the Financial Planning Standards Council to develop the most recent Financial Planning Examination Level 2 for the CFP certification program.

"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein