Michele J. Flarow, BA, CIM

Portfolio Manager & Wealth Advisor

506-637-7516 | Email me
506-637-7575
1-877-399-8099

After traveling the world with the Canadian military, Michele and her parents settled in Oromocto.  She received her BA from the University of New Brunswick in 1986, with a major in psychology. Following a variety of careers, she entered the financial services industry.

Michele joined the Royal Bank in 1990 and fulfilled various roles until deciding that investment management was her preference.  She transferred to RBC Private Counsel in 1995 and joined RBC Dominion Securities in 2003.  In 1995 she completed the Canadian Securities Course with honors and subsequent to joining RBC DS obtained her Chartered Investment Manager (CIM) designation. Michele is committed to continuing her education to better serve clients' wealth management needs.Michele has also completed level one of the Chartered Financial Analyst program and is a licensed insurance representative qualified to offer a wide range of life, accident and sickness insurance policies.  Michele provides fee-based investment management on both a discretionary and an advisory basis. 
 
Michele has served for a number of years on the NB District Council of IIROC (Investment Industry Regulatory Organization of Canada) and is currently the Chair of the council.
 
Michele is an avid supporter of live theatre and currently sits on the Board of Directors for the Imperial Theatre. She also volunteers her time to Symphony New Brunswick.
 
Michele resides in Grand Bay-Westfield with her husband Tony with whom she enjoys an active outdoor lifestyle both summer and winter.  

Matthew J. Graham, CPA, CA

Associate Advisor

506-637-7508 | Email me

Matt has strong roots in New Brunswick, having lived in Rothesay until completing high school, and then spending close to 9 years in Fredericton before recently returning.

Matt graduated with honors from the University of New Brunswick in 2010 with his BBA degree in Finance and Accounting. During his time at UNB, Matt participated in an investment management program offered by the Centre for Financial Studies. This program provided comprehensive training of investment management techniques and allowed him to complete Level 1 of the CFA (Chartered Financial Analyst) program.

Matt joined Grant Thornton LLP in 2010 and qualified as a Chartered Accountant (now CPA) in 2012. He was named to the David Hope Honor Roll in recognition of outstanding academic performance. After three years in Auditing, Matt moved into Advisory Services where he provided business advisory and valuation services to small and medium sized clients. In this role, he completed several courses of the Chartered Business Valuators program.
Since joining RBC Dominion Securities early in 2015, Matt has continued to further his knowledge by completing the Canadian Securities Course and is working toward his Chartered Investment Manager (CIM) designation. Matt believes in continually upgrading his professional credentials to provide a superior level of service.

Matt currently lives in Rothesay with his spouse Amy, daughter Chloé and their dog Charlie. Matt leads an active lifestyle and participates in many sports including; downhill skiing, kayaking, hiking and biking. He is a big believer in community involvement and with his return to Rothesay plans to give back through volunteer involvement in various local organizations.

Matt encourages those looking for advice and possibly second opinions on a wide variety of financial matters to reach out to him. Matt will then recommend solutions which may include services offered by RBC Dominion Securities and, as required, services available from other RBC Financial Group partners.  

Jacqueline Donovan

Associate

506-637-7514 | Email me

Jacqueline, a native of Saint John, attended UNBSJ completing several Business Administration courses. Prior to joiningRBC Dominion Securities in 2003, Jacqueline worked at CIBC for 13 years where she dealt with a variety of retail investment products and financial planning/restructuring.  Subsequent to her move to RBC Dominion Securities, she completed her Canadian Securities Course.  Jacqueline provides administrative support to the team.

Mallory Myers

Associate

506-637-7592 | Email me

Mallory grew up in the small community of McDonald’s Point, NB. She moved to the big city of Saint John to attend NBCC where she took the Business Administration Program and focused on Investment Management. She came to RBC Dominion Securities shortly thereafter in 2011 and joined our team to assist Jacqueline with administrative support. Mallory is a fully licensed Investment Representative having completed her Canadian Securities Course.

Our Planning Partners

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Nathalie Wybouw, CPA, CA, CFP

Financial Planning Specialist, RBC Wealth Management


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Sharon Avery, LL.B

Will & Estate Consultant, RBC Wealth Management


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Jason Lewis, BBA

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Claudia Morrison | PFP, CIM

Regional Trust Advisor

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.

Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.