Mary Poeta, FMA, FCSI, CIWM

Wealth Advisor

705-725-7423 | Email me
705-728-6416 | LinkedIn
1-800-461-5640

Mary Poeta is a Wealth Advisor with Canada's leading Wealth Management provider, RBC Dominion Securities Inc. Mary started her career with RBC Dominion Securities in 1992, and joined the Barrie branch in January 1997.

Having completed the Wealth Management Course in 2002, Mary holds the professional designations of Financial Management Advisor (FMA), ) and Fellow of the Canadian Securities Institute (F.C.S.I.).  In 2008, Mary obtained her Certified International Wealth Manager designation, CIWM,  the industry’s highest mark of distinction.

In order to provide clients with estate planning expertise, Mary has obtained her Level II Insurance License. Mary is committed to her ongoing personal education to ensure she can provide her clients with advice that is both current & professional.

Her interests include travel and physical fitness. Mary's greatest passion is her involvement in Charitable work within the community. She is proud to be a member of the Barrie Kempenfelt Rotary Club, which she joined in 2008.

"My clients benefit from my knowledge and expertise combined with the resources offered by this firm. I work with a select group of individuals who are best suited to the advice and services that I provide. I believe it is prudent that we share similar investment philosophies. "

Keeley Allington

Associate

705-725-7425 | Email me
1-800-461-5640

Keeley has over thirty years of experience in the investment industry, having worked in both retail and institutional sales in Toronto, Alliston and Barrie. After earning an Honours Bachelor of Arts degree from the University of Toronto, majoring in Commerce & Economics, she began her career with Nesbitt Thomson in Toronto in 1986. Keeley has been a licensed Associate with RBC Dominion Securities since 2016. She enjoys working with clients and assisting Mary with administrative matters and trades. Keeley’s focus is on providing an excellent level of client service, and she is happy to answer your questions, facilitate transactions, prepare documentation and provide reports. Keeley lives in Thornton with her husband Scott and their two daughters. She enjoys travelling, yoga, reading and gardening.

Chris Machan

Financial Planning Specialist

705-725-7885 | Email me

Chris graduated with a Business Management – Financial Services diploma prior to joining the financial services industry in 2003. He has also successfully achieved the designation of Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) Financial Management Advisor (FMA), as well as Fellow of the Canadian Securities Institute (FCSI).

Prior to joining RBC Dominion Securities, Chris worked as a Banking Officer with a Canadian chartered bank as well as a Financial Advisor with a large wealth management firm. His experience includes providing financial planning services to clients, including credit, investment, retirement planning, tax planning and estate planning advice.

Chris believes financial planning is extremely valuable in helping clients achieve their goals for overall long-term financial well-being. Chris’ role is to work with, and support your advisor in preparing and presenting comprehensive financial plans.