Leslie Segura Administrative Assistant
Extended Team Members
Kari Mathews, FMA Financial Planner
Kari joined RBC Dominion Securities in January 2007. Kari holds the Financial Management Advisor Designation and works as a Financial Planner in both the Cobourg and Peterborough offices. Kari has 10 years experience in the financial sector and a strong background in accounting and finance. Kari completed her BA at the University of Waterloo and is also a level three CGA candidate.
Kari believes that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. It can provide you with a clear picture of where you are now and create a strategy for what you need to do, to have peace of mind for the future.
Michael Keyes Insurance Specialist Michael employs a comprehensive process to assess your needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives. For more complicated situations, Michael will partner with your other professional advisors in the development of appropriate solutions.
Michael can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes.
To help in this endeavour, Michael has access to insurance solutions from the top-ranked insurance providers in Canada.
Michael began his career in the insurance industry in 1990 and is an expert in his field. He has acquired the Chartered Life Underwriter designation.
Joseph Power, B.A., LL.B, TEP Will & Estate Consultant
Joe works closely with Matt and his team to provide you with information on structuring your estate in an efficient and tax effective manner.
Following your meeting, Joe will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Joe graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. Joe is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association.
Prior to joining RBC Dominion Securities, he practiced estate planning in private and served as Will & Estate Consultant with Royal Trust Corporation.
Joe is an instructor for the Ontario Bar Admission Course in Estate Planning and an instructor at the University of Ottawa Law School teaching the Will and Estate Course since 2002.