Graeme MacDonald, CIM

Portfolio Manager & Financial Planner

204-982-4078 | Email me
204-982-2649 | LinkedIn
1-800-463-9775

Graeme has over 20 years of experience in finance and wealth management, and he has been helping clients at RBC Dominion Securities since 2003.  He graduated from the University of Winnipeg with a Bachelor's degree in Administrative Studies in 2000.  He holds the Chartered Investment Manager designation, as well as the FMA designation in financial planning, both issued by the Canadian Securities Institute. 

Graeme's licencing as a Portfolio Manager allows him to manage investment portfolios for clients on a discretionary basis.  Discretionary investment management is appealing to many clients who do not wish to be burdened with the day-to-day details of managing their wealth, but instead prefer to focus their time and energy on their business, family, and other personal pursuits.  Graeme is licenced to trade options, as well as being an agent in life and accident & sickness insurance.

A set of twins, and their baby sister, keep Graeme and his wife Krista on their toes, and they all enjoy spending time with family and friends at Lake of the Woods.  Graeme has volunteered his time over the past several years with various charities focusing on conservation and the arts.

Jim MacDonald

Vice-President & Director, Portfolio Manager

204-982-2615 | Email me
204-982-2649
1-800-665-0681

Jim has successfully navigated the financial markets and managed investment portfolios for clients at Dominion Securities since 1969.

Jim's licencing within the RBC DS Private Investment Management program allows him to manage portfolios on a discretionary basis. Discretionary investment management can be very appealing to clients who do not wish to be burdened with regular investment decisions, and prefer to spend their time in their business, travel endeavours, family matters, or whatever life may throw at them. Jim is a CIM designate issued by the Canadian Securities Institute. 
 
Jim is actively involved in charitable fundraising activities, and enjoys playing squash, traveling, hunting, and spending time with his family at the lake.

Roland Leung

Associate Advisor

204-318-2963 | Email me

Roland has over 13 years of experience in financial services. He is licenced to trade options as well as being an agent for life and accident & sickness insurance. He has earned the Financial Management Advisor designation in financial planning issued by the Canadian Securities Institute.

He is responsible for the administrative details of our clients and their accounts. He maintains careful and accurate records of all client requests, account transfers and trade details. Our clients can expect Roland to deliver excellent and efficient client service.

Roland and his wife Sarah are kept busy by their three young children. They can be found on the soccer field, hockey rink or in the swimming pools.

 

Jennifer O'Leary

Associate Advisor

204-982-2618 | Email me

With over 30 years of service in the investment industry, Jennifer’s goals include that of striving to deliver the best possible client experience.  Jennifer has successfully completed the Canadian Securities Course and Professional Financial Planning Course. 

 

Outside of work, Jennifer enjoys spending time with her family and is active in her community, volunteering in various organizations.

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