Macy Fine

Vice-President, Portfolio Manager, Investment & Wealth Advisor

416-733-1452 | Email me
416-733-5250 | LinkedIn
1-800-361-7459

Originally from Winnipeg, Macy spent the first years of her career apprenticing with some of the most astute investment professionals at RBC Dominion Securities in both Victoria and Vancouver. As a graduate of the University of Victoria with a degree in economics, she is continually upgrading her professional credentials to provide a superior level of service.

 

She received the Financial Management Advisor (FMA) designation in 2007, and a Life and Accident & Sickness Insurance license in 2009. Macy also completed the Investment Management Techniques (IMT) course in 2017 and the Portfolio Management Techniques (PMT) course in 2018 in order to earn the Chartered Investment Manager (CIM) designation. 

Daniella Philips

Associate

416-733-9428 | Email me

Daniella joined Fine Wealth Management in 2019 bringing over 3 years of experience in the investment industry. Daniella has a Bachelors of Science in Finance and Marketing from Yeshiva University and has since completed the Canadian Securities Course and Conduct and Practices Handbook Course in order to be a licensed Investment Representative.

Joshua Miller

Premier Banking Advisor, RBC Royal Bank


Steve Mogdan, CPA, CA, CFP®

Financial Planning Specialist, RBC Wealth Management


Andrew Sipes, CLU, CFP®

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