Award-winning team of experts – all working for you

 

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.

  • Hundreds of comprehensive financial plans completed
  • Over 150 years of combined investment and wealth management experience managing both personal and corporate assets
  • Successful management of hundreds of clients to and through retirement
  • Hundreds of investment policy statements developed and implemented
  • Successful navigation of clients through cross-border, estate planning, and personal or corporate income tax issues
  • Management of large institutional mandates for both private and not-for-profit clientele

Relationship managers

 

Francois Menard

Senior Portfolio Manager

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James Kinkaid

Senior Portfolio Manager

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Gisele Lascelles

Associate Wealth & Investment Advisor

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Roger Heard

Investment Advisor

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Danielle Demark

Associate Wealth &
Investment Advisor

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Dawn Anderson

Associate Portfolio Manager

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Derek Kenney

Associate Wealth &
Investment Advisor

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Matthew Stanton

Associate Advisor Wealth
Management

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Investment Management

 

Roger Heard

Investment Advisor

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Dawn Anderson

Associate Portfolio Manager

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Samuel Carriere

Associate Advisor

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Alex Grondin

Associate

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James Kinkaid

Senior Portfolio Manager

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Francois Menard

Senior Portfolio Manager

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Financial Planning

 

Rob Meredith

Financial Planner

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Amy Parnell

Wealth Associate

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Chloe Doherty

Administrative Assistant

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Catherine Farrow

Wealth Associate

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Operations

 

Richard Lamoureux

Team Operations Manager

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Kathy Massine

Associate Advisor

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Connor Nixon

Associate

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Ravi Jindal

Associate

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François Menard photo

François Menard, CPA, CA, FCSI

Senior Portfolio Manager

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James Kinkaid photo

James Kinkaid, CFP, CIM

Senior Portfolio Manager

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Roger Heard photo

Roger Heard, CFA

Investment Advisor

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Dawn Anderson, CIM

Associate Portfolio Manager

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Gisèle Lascelles photo

Gisèle Lascelles, FCSI, CIM

Associate Wealth & Investment Advisor

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Danielle Demark photo

Danielle Demark, CFP

Associate Wealth & Investment Advisor

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Derek Kenney

Derek Kenney, CIM, CFP

Associate Wealth & Investment Advisor

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Robert Meredith photo

Robert Meredith, PFP, FCSI

Financial Planner

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Kathy Massine photo

Kathy Massine

Associate Advisor

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Richard Lamoureux

Associate Wealth Advisor

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Amy Parnell

Wealth Associate

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Samuel Carriere, CFA

Associate Advisor

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Chloe Doherty

Chloe Doherty

Administrative Assistant

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Catherine Farrow

Administrative Assistant

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Matthew Stanton, PFP

Associate Investment Advisor

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You have a vision. We have a way to get you there.