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Professionally, we take pride in being accessible, proactive, and process oriented. Personally, we strive to be humble, compassionate, and engaged. It all adds up to the utmost service excellence, which has been recognized by RBC Dominion Securities through multiple Annual Awards of Excellence, RBC’s highest award of recognition.
Senior Portfolio Manager
Associate Wealth & Investment Advisor
Investment Advisor
Associate Portfolio Manager
Associate Advisor Wealth Management
Associate Advisor
Associate
Financial Planner
Wealth Associate
Administrative Assistant
Team Operations Manager
François began his career with one of Canada’s leading accounting firms, where he developed a strong foundation in tax, business succession, and estate planning. In 1995, he joined RBC Dominion Securities and has since been providing tailored wealth management strategies to individuals, families, and business owners.
As Managing Partner of Menard Kinkaid Private Wealth, François is widely recognized within the firm for his business acumen, high standards, and exceptional client-service approach. Fully bilingual, he leads the team’s risk management group, helping clients assess their insurance needs and develop wealth-preservation strategies. As an insurance-licensed advisor, he also leverages the extended RBC network to deliver comprehensive solutions designed to meet each client’s unique objectives.
François is committed to building trusted, long-term relationships with clients by prioritizing their comfort and confidence in every interaction. His approach reflects both technical expertise and a deep appreciation for the personal side of wealth management.
Beyond his professional role, François is an athlete and outdoorsman. He enjoys triathlon training, hiking, and skiing with his family at their cottage in Mont Tremblant. He is also pursuing an ambitious goal of completing all seven world marathons, a testament to his discipline, perseverance, and commitment to excellence.
James grew up on the family farm, where he learned the values of hard work and perseverance and received his first lessons in finance from his father, an astute investor. After completing an Honours degree in Finance, James gained business and operations experience in the technology sector, where he founded and co-founded several companies. In 2006, he brought his entrepreneurial drive and business expertise to RBC Dominion Securities, quickly establishing himself within the organization.
As Managing Partner of Menard Kinkaid Private Wealth, James co-founded the team alongside François Menard with the vision of building a boutique-style wealth management practice that brings together all the professionals clients need under one roof. He specializes in strategic planning and works as a quarterback for clients, coordinating team resources and collaborating with their professional advisors to deliver straightforward, actionable guidance tailored to their objectives.
James is recognized for his integrity, leadership, and client-first approach, ensuring each strategy is practical, personalized, and designed to create lasting value.
Outside of work, James enjoys spending time with his young family and can often be found training for his next mountain climb.
Roger began his career on Bay Street in Toronto before advancing to a senior role as Chief Economist at the Canadian Dairy Commission. With more than a decade of experience in the agriculture sector, combined with extensive expertise in investment management and commodity markets, he offers clients a distinctive perspective that enhances both financial advice and portfolio strategy.
As Chief Investment Officer for the Menard Kinkaid Private Wealth team, Roger is responsible for developing customized investment solutions for high-net-worth individuals, institutional clients, and not-for-profit organizations. He also chairs the team’s Investment Committee and is an active member of the CFA Society. Roger is dedicated to helping clients achieve their long-term goals with clarity, discipline, and a deep understanding of the markets.
His career has been shaped by a strong commitment to professional excellence, leadership, and client service. Roger’s analytical expertise and strategic mindset enable him to design thoughtful, goals-based strategies that reflect the unique needs of each client.
Outside of work, Roger enjoys an active lifestyle with his wife and two children. Together they spend time hiking and snowboarding, making the most of Canada’s great outdoors.
Dawn has built her career working with several leading institutions in the wealth management industry, gaining extensive experience in investment management and financial planning. She joined RBC Dominion Securities and the Menard Kinkaid Private Wealth team in 2021, bringing her expertise and client-focused approach to the group.
As a Certified Investment Manager and Certified Divorce Financial Analyst, Dawn provides comprehensive guidance to individuals navigating significant life events such as divorce or the loss of a spouse. She works closely with clients to reduce financial uncertainty and empower them to make informed decisions about their futures. As a member of the team’s Investment Committee, Dawn also contributes to the development of investment strategies. Known for her ability to simplify complex concepts, she is valued as a trusted coach and educator.
Outside of her professional role, Dawn is a traveler who has visited 51 countries and recently obtained her PADI diving certification. She is also committed to giving back to her community, having volunteered with Habitat for Humanity on an international build project in Zambia.
Gisèle began her career with RBC in 1989, quickly establishing herself as a trusted private banker to high-net-worth individuals and families. In 2000, she transitioned to RBC Dominion Securities to join François Menard in what was then an emerging venture—now the thriving practice known as Menard Kinkaid Private Wealth.
With deep expertise in relationship and investment management, Gisèle has helped countless clients navigate the complexities of retirement planning and financial decision-making. She is known for providing clarity and confidence at every stage of the process, always delivering advice with a genuine level of care.
A Chartered Investment Manager and Fellow of the Canadian Securities Institute, Gisèle brings both technical excellence and a personal dedication to client success. She takes great pride in the evolution of Menard Kinkaid Private Wealth and in the journeys of the clients who have grown alongside it, noting that trust is the true measure of success when clients refer their family and friends.
Beyond her professional role, Gisèle is a traveler who enjoys exploring new destinations and experiencing exceptional food. She also values time outdoors—whether in the snow, the sun, or at the cottage—which she fondly shares with her husband, Tom, and their close-knit family of five adult children.
With more than two decades of experience in the financial services industry, Danielle has developed extensive expertise in comprehensive financial planning and advice. She works directly with a wide range of clients, including business owners, professionals, and individuals navigating significant life transitions, helping them make confident and informed financial decisions.
Her career has included working with private clients, institutional money managers, and operating her own financial planning practice. This breadth of experience gives Danielle a deep understanding of the financial landscape and the ability to design tailored strategies that reflect the unique goals and circumstances of each client.
Danielle is also a dedicated community leader. She has been recognized for her contributions to the Ottawa business community with two nominations for the Ottawa Business Woman of the Year award and is a co-founder of a not-for-profit foundation that promotes diversity. She remains actively involved with charitable organizations, reflecting her strong commitment to giving back.
Outside of her professional role, Danielle enjoys an active lifestyle and values time spent with family and friends.
Derek began his career in financial services more than a decade ago, gaining experience across a broad range of roles within the banking industry. Early on, he discovered his passion for investment and wealth management, focusing on building comprehensive financial plans and tailored portfolios to help clients achieve long-term clarity and confidence. He joined RBC Dominion Securities and the Menard Kinkaid Private Wealth team in 2022 as a Wealth and Investment Advisor, where he works closely with clients to deliver tailored strategies.
Derek holds a degree in Finance from the Telfer School of Management at the University of Ottawa and has earned several of the industry’s most respected designations, including Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and, most recently, the Chartered Financial Analyst (CFA) designation in 2024. He remains committed to ongoing professional development and stays engaged with emerging trends at the forefront of the investment field.
Derek’s approach begins with understanding what matters most to each client and where meaningful value can be added. He is dedicated to designing strategies that reflect each client’s unique goals, ensuring advice is practical, personalized, and forward-looking.
Outside of the office, Derek enjoys an active lifestyle and remains passionate about sports. A former team captain, he continues to play hockey and volleyball year-round. He recently got engaged and welcomed a puppy, Bailey, to the family.
Rob joined RBC in 2009 after holding senior management positions in both Canada and the U.S. within the service industry, where he led large teams in achieving a variety of strategic goals. Since moving into financial planning, Rob has dedicated his career to helping individuals, families, and businesses navigate complex financial decisions. He became part of Menard Kinkaid Private Wealth in 2014 and now leads the team’s Wealth Management Division as Senior Financial Planner.
Over the course of his career, Rob has created hundreds of financial plans, working closely with clients to bring clarity and confidence to their financial futures. He has specialized expertise in cash flow planning, decumulation strategies, business succession, and supporting families managing disabilities and divorce. Rob is a Fellow of the Canadian Securities Institute, recognizing his professional achievement and commitment to the highest standards in the field.
Rob’s contributions extend beyond his professional work. He was awarded the Senate of Canada’s 150th Anniversary Medal for his community involvement, particularly supporting families dealing with disabilities and advancing youth financial literacy. In 2020, he received the RBC Global Citizen Award in recognition of his leadership and volunteer efforts.
Outside of work, Rob channels his energy into volunteerism, mentorship, coaching youth sports, and serving on boards and advisory groups. He also enjoys personal training and spending time with his wife and their two young sons.
Kathy joined RBC Dominion Securities in 1998 and brings more than 25 years of experience in the financial services industry to her role as a senior member of the Menard Kinkaid Private Wealth operations team. Options-licensed as an Associate Advisor, she assists clients with derivative trading as well as other complex transactions.
She has achieved her Wealth Management Essentials (WME) certification and has been recognized multiple times within RBC for service excellence, earning both quarterly and annual awards. Kathy is known as a go-to resource within the team, drawing on her extensive experience to handle complex and unusual requests with confidence and precision.
Kathy finds great satisfaction in helping clients every day and ensuring they receive the highest level of service. Her dedication and depth of knowledge make her an integral part of both the client experience and the team’s overall success.
Outside of work, Kathy enjoys gardening, cooking, and spending time outdoors with her partner and their dogs, often relaxing by her backyard pond.
Richard began his career in finance in 2006 as a branch administrator at another financial institution before joining RBC Dominion Securities in 2010. Later that year, he became an associate with Menard Kinkaid Private Wealth, steadily advancing through increasing responsibilities until being named Team Operations Manager in 2023.
In his current role, Richard oversees the team’s operational structure, ensuring it supports the delivery of exceptional investment, wealth, and client experiences. He plays a central role in setting the team’s vision, shaping its culture, and building the processes and practices that lead to successful outcomes. Richard is dedicated to fostering collaboration, optimizing internal workflows, and guiding the team toward shared success.
As the most senior member of the operations team, Richard is also a trusted point of contact for clients, ensuring their needs are handled with diligence and care. His leadership and depth of experience make him a cornerstone of both the team’s efficiency and its client relationships.
Outside of the office, Richard enjoys spending time with his wife, Roslyn, and their son, Cooper. He is an sports enthusiast, with a particular passion for hockey and golf.
Amy began her career with RBC Royal Bank in 2001 and has since built extensive experience across management and advisory roles. After completing her Master of Arts at Carleton University, she continued to expand her expertise and ultimately joined the Menard Kinkaid Private Wealth team at RBC Dominion Securities.
In 2023, Amy was recognized with the prestigious RBC Leo Award, honoring her exceptional leadership, ability to achieve ambitious goals, and commitment to embodying RBC’s Purpose and Vision. She has also successfully completed the Financial Planning II certificate and is actively pursuing the Personal Financial Planner (PFP) designation.
As a Wealth Associate, Amy plays a key role in developing goals-based wealth plans for both personal and business clients. She is passionate about helping individuals identify and prioritize their objectives, address retirement questions with clarity, and protect their assets while building a lasting legacy. Through personalized financial projections and interactive planning conversations, Amy provides thoughtful guidance tailored to each client’s unique circumstances.
Beyond her professional work, Amy enjoys camping, gardening, and spending time with family and friends. She is also dedicated to giving back to her community and actively fundraises for causes close to her heart, including the RIDE for Diabetes Research and the RBC Race for the Kids in support of the Children’s Hospital of Eastern Ontario (CHEO).
Born and raised in Ottawa, Sam was introduced early on to the values of entrepreneurship and hard work, growing up in a family of business owners. He went on to earn an Honours Bachelor of Commerce degree with a specialization in Accounting from the University of Ottawa, laying a strong foundation for his career in finance.
Sam joined RBC Dominion Securities in 2018 and has since become an integral part of Menard Kinkaid Private Wealth. As Senior Trader and a member of the Investment Committee, he is responsible for complex trading and conducting in-depth analytical work on portfolio recommendations. He also supports high-net-worth clients with specialized investing needs. In 2024, Sam earned the Chartered Financial Analyst (CFA) designation, underscoring his commitment to professional excellence and staying at the forefront of industry best practices.
With his strong analytical background and passion for investment markets, Sam brings a unique perspective to the team and plays a key role in delivering disciplined, research-driven strategies.
Outside of the office, Sam is an athlete who enjoys running, cycling, and slalom waterskiing. He is currently training for his first triathlon, reflecting the same discipline and determination he applies in his professional pursuits.
Ravi joined RBC Dominion Securities in 2021 as a Trading Associate, responsible for equities and fixed income trading within discretionary portfolios, as well as assisting with portfolio modeling and trade execution.
A graduate of the University of Ottawa’s Bachelor of Commerce program, Ravi earned the Chartered Financial Analyst (CFA) designation in 2024. His strong educational foundation and professional achievements have equipped him with a deep understanding of financial markets and a commitment to excellence in his work.
In 2024, Ravi expanded his role by becoming a licensed associate and joining the operations team. In this capacity, he provides direct support to an advisor, leveraging his trading expertise and analytical skills to enhance the team’s performance and deliver strong results for clients.
Outside of the office, Ravi enjoys staying active through jogging, soccer, and hockey. He also values time with his family in Muskoka, where he grew up, and enjoys traveling to Europe to explore new cultures.
Following in the footsteps of his mother, who has enjoyed a long-standing career with RBC, Connor began his own journey with the company in 2017 as a Client Advisor. He later transitioned to RBC Dominion Securities and joined the Menard Kinkaid Private Wealth team in 2019.
Connor has earned the Chartered Investment Manager (CIM) designation. As a senior member of the Operations Team, he plays an integral role in supporting the delivery of wealth management services to high-net-worth clients and institutions. Known for his timely responses and diligence to detail, Connor is valued for ensuring needs are addressed promptly and with care. His combination of technical knowledge and client focus allows him to provide exceptional support that contributes to clients’ long-term success.
Outside of the office, Connor is a runner who has competed in multiple marathons, a testament to his discipline and perseverance. He is currently training for his first triathlon and enjoys life at home with his Golden Retriever, Blue.
Client Experience Associate
Chloe began her career with RBC Dominion Securities in 2022 as a summer student and joined Menard Kinkaid Private Wealth in January 2023. She initially supported the Financial Planning Team, helping to create tailored plans that provided clients with clear, personalized insights into their financial futures.
Now in her role as Client Experience Associate, Chloe is the first point of contact for new clients. She guides them through the onboarding process and works closely with colleagues in financial planning, relationship management, and investment management to ensure the client journey is seamless and well-coordinated.
Chloe holds a Bachelor of Commerce degree with concentrations in Marketing and Management from Carleton University, where she also captained the varsity soccer team.
Outside of work, Chloe enjoys spending quality time with friends and family, staying active, and staying connected to the sport she loves—soccer.
Alex joined the Menard Kinkaid Private Wealth team in November 2023 after graduating with a degree in Finance from the University of Ottawa. He is currently pursuing the Chartered Financial Analyst (CFA) designation and has successfully completed Level II. Within the team, Alex is responsible for equity and fixed income trading in discretionary portfolios, assists with portfolio modeling and research, and serves as a member of the Investment Committee.
From a young age, Alex demonstrated an entrepreneurial spirit, launching several ventures while still in high school. His early interest in finance—shaped by the principles of long-term investing and compounding—grew steadily throughout his studies. At university he sought hands-on experiences through internships, case competitions, and student-led clubs. Serving first as an analyst and later as a Portfolio Manager with the school’s investment club, he developed a disciplined approach to markets that he now applies to his work at MKPW.
Alex brings energy, curiosity, and a strong analytical mindset to the team. He is committed to using these strengths to support the delivery of thoughtful and effective investment solutions for clients.
Outside of work, Alex enjoys spending time at the cottage, boating, wakeboarding, and staying active outdoors.
Alla began her career with RBC Dominion Securities in 2022 and has advanced through several roles that broadened her skills and perspective. From the Branch Operations team to Branch Technologist, she built a strong foundation in collaboration, process improvement, teamwork, and client service.
She joined the Menard Kinkaid Private Wealth team as an Administrative Assistant, where she supports the development of customized financial plans for clients. Alla enjoys the collaboration and problem-solving involved in creating personalized strategies and finds it rewarding to contribute to work that makes a meaningful difference in clients’ lives.
Committed to her professional growth, Alla is currently completing the Canadian Securities Course and working toward the Canadian Financial Planner certification. Her dedication was recognized in 2025 when she received RBC’s award for excellence.
In 2022, Alla and her two sons moved to Canada from Ukraine. They have embraced Canada as their home and enjoy exploring their community and spending time outdoors together.
Associate Investment Advisor
Matt began his career with RBC in 2011 after graduating from Trent University with a business degree. Over the years, he has held a variety of roles in advisory and management positions, and for the past five years has specialized as a Financial Planner. His performance has been recognized through multiple awards, reflecting his ability to grow business while maintaining a strong focus on client relationships.
He holds the Personal Financial Planning designation and is committed to ongoing professional development. Matt is passionate about helping clients create meaningful financial plans that align with their goals and values. Known for his approachable style, he takes pride in building trust and delivering advice that makes a lasting impact.
Before joining RBC, Matt pursued an entrepreneurial path, operating a small business in Ottawa that dedicated a portion of proceeds to local charities. Raised in a family that valued hard work and independence, he developed an early appreciation for the importance of financial planning and giving back to the community.
Born and raised in Ottawa, Matt enjoys an active family life with his wife and two sons. Together they spend time at family cottages in Georgian Bay and Norway Bay. Outside of work, Matt is a skier, golfer, and hockey player, and has recently embraced triathlon training, completing a half Ironman.
– C. Pullen, client since May 2019
– Ravi & Carol, clients since August 2015
– Glen & Ludmila, clients since May 2015
– Michael & Benedetta, clients since January 2015
