Grant Loree

Vice President & Investment Advisor

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After graduating from the University of Toronto in 1970 with a Bachelor's degree in Commerce, Grant spent three years with London Life before entering the investment industry in 1973 at McLeod Young Weir. After five years at McLeod as a money market sales representative, he joined RBC Dominion Securities. Grant was the money market sales manager from 1982 to 1989 when he joined the Board of Directors at RBC DS. From 1989 to 1996, he operated the commercial paper department as a senior fixed income investment banker. In 1996, Grant moved to the private client group where he has been for the past 16 years counseling high net worth clients, foundations and corporations on managing and protecting their wealth. Grant is an Associate Portfolio Manager licensed to offer discretionary investment management on your behalf. 

Grant attributes his success to putting his client's investment needs, concerns, and objectives first. In addition, his ability to identify investment opportunities, regardless of market conditions, has been the cornerstone of his practice. With that in mind, he is supported by a strong team of professionals, who are committed to achieving a client's personal goals. 

Grant's passions include all sports – particularly golf and hockey. He demonstrates a strong sense of devotion to the community, serving on the Board of Directors at the Greater Toronto Hockey League and the St. George's Golf & Country Club, Chairman of the Canadian Phi Delta THETA Scholarship Foundation and the Board of Governors at Bigwin Island Golf Club. 

Grant lives in Toronto with his wife, Linda, who he has been married to for over 26 years. Together they have raised three children – Sarah, 26, Cameron, 24, and Adam, 23. 

Tracy Nicholson

Associate

416-842-2471 | Email me

Our Extended Team 



Jason Nelson

Financial Planning Consultant

Jason Nelson grew up in Markham, Ontario. He graduated from the University of Ottawa in 1997 with a BSSc (Political Science). He began his career with Royal Trust as an Account Manager in the Wealth Management Group. In 2001 Jason became accredited as a Financial Planner, receiving his Personal Financial Planner designation from the Institute of Canadian Bankers. In 2005, Jason joined RBC Dominion Securities as a Financial Planner where he provided financial planning and advice to our clients. Jason was named the Financial Planning Consultant for our Royal Bank Plaza branch in 2010.

Jason's primary role at RBC Dominion Securities is to work with advisors in preparing comprehensive financial plans, and ensure that their clients receive professional financial planning information, and a professional experience. Jason is also licensed by the securities regulator, including options and futures, and is licensed as a Life Insurance Agent by the Financial Services Commission of Ontario, giving him unique insight into the financial lives of our clients.

 

Barrington Grey, BA, CFP, CLU

Regional Insurance Specialist

After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients' objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.

RBC Wealth Management Financial Services Inc. offers a team of highly qualified professionals and accredited Estate Planning Specialists / Financial Security Advisors that focus on strategic insurance solutions. Offering independent knowledge and advice to deliver and execute key solutions for your personal and corporate insurance needs, they collaborate with those from among the best internal and external resources, including Canada’s leading insurance suppliers. Whether related to the creation, protection or transfer of wealth, they will partner with you, your RBC advisor(s) and your other professionals to assess your wealth management needs and deliver comprehensive solutions.
Our ability to add value comes down to one thing: our relationships with you, our valued clients. We are passionately dedicated to helping you build your wealth and live the way you want

 

Kelly Rivard, LL.B

Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.