MPCD Wealth Management - Our Extended Team

Our Partners

We are pleased to introduce you to our appropriate partners as your needs evolve.

RBC Banking

We can provide a referral to the banker who will provide you with the service and products you need. This could be as simple as a contact at your local branch for day to day banking needs to an introduction to Private Banking for more sophisticated and complicated banking. We strive to match you with the person best suited to serve you.

Trust Services

Royal Trust officers provide strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate their ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.

Will and Estate Consultant

In appreciation of your valued business relationship with Dominion Securities we offer a complimentary Will and Estate consultation. Our Will and Estate consultants work closely with us to provide you with the information on structuring your estate in an efficient and tax effective manner. Following your meeting we provide you with a report outlining various estate planning issues for you to explore further with your lawyer and accountant.

Our National Team

Portfolio Advisory Group

The Portfolio Advisory Group is comprised of highly skilled portfolio analysts working with us to develop and manage investment portfolios. They are independent of our investment banking groups and focus on delivering objective and independent insights to advisors and their clients. The group is comprised of members situated in Canada, U.S., Hong Kong and London.

Financial Advisory Support Team

We are further supported by a team of highly qualified accountants, lawyers and financial planners with extensive experience in financial planning, tax, estate, legal and retirement planning.

Compliance Team

We have a compliance team of financial professionals to ensure we meet the requirements of industry regulation and law. In many cases, our internal policies exceed guidelines established by industry regulators. By auditing our work, as well as the portfolios we manage, this team provides further peace of mind to our clients.

Our Partners

Tom Bryan, B.Econ., CFP, CLU, ChFC

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Partnering with your advisor to protect your wealth and peace of mind.

Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions.

A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics.

In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.

Andrea Teske, CFP, CHS

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Andrea's goal is very clear; "I want to listen to what you have to say and will ask 'why' as many times as necessary to truly understand your priorities." She wants to hear your unique story because financials are about math but true planning combines that and the emotional impacts many don't often discuss.

After a serious accident in 1999, Andrea changed careers so she could help people. Now with 20+ years' experience in financial services she has obtained multiple industry accreditations providing her with the foundation to support clients in planning for the creation, protection, preservation and transfer of their wealth. Ensuring she listens, Andrea simplifies potentially intricate issues such as funding future tax liabilities, transferring wealth to heirs and protecting those you love most through the power of customized insurance solutions.

When not hard at work, Andrea spends her time going on adventures with her children and enjoys an active life as an avid yogi, tap-dancer and drummer.

Joseph Power, BA, LL.B

Vice-President & Will & Estate Consultant, RBC Family Office Services

Joseph 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.

He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.

Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.

He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.

Silvana Falsetto

Premier Banking Advisor, RBC Royal Bank

As a Premier Banking Advisor for the Greater Ottawa region Silvana Falsetto works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management and their families. Partnering with Investments Advisors across the region, Silvana provides personalized service and tailored advice to help clients save time and effectively manage their day to day banking needs.

Silvana being a successful Entrepreneur in her family business for 15 years brings an array of experience to the forefront and to our clients. Prior to her entrepreneurship Silvana worked over 20 years with RBC in the past, through roles as a Senior Account Manager. Respected by her clients and her peers, she received regular recognition as a top performer at RBC. She is fluent in English, French and Italian.

Committed to giving back to her community, Silvana volunteers by mentoring Young entrepreneurs to enhance their emotional intelligence and comprehend the financial understanding that is required to become fruitful. Silvana was born and raised in Ottawa, enjoys entertaining, reading self-enhancement books and dancing.