Nick Rizzo

Vice President & Portfolio Manager

519-756-4919 | Email me
519-756-3177
1-800-452-6648

Nick is an accomplished Portfolio Manager with over 20 years of experience with RBC Dominion Securities. As a Portfolio Manager Nick is able to use his investment strategy of customizing portfolios for each client's unique situation. His commitment to helping clients achieve their financial goals encompasses money management, financial planning, tax minimization and estate planning. His knowledge, integrity, professionalism and visionary approach has enabled Nick to establish one of the most successful private wealth management practices at RBC Dominion Securities. Nick has earned the prestigious position of Vice-President and is fully licensed to offer clients discretionary wealth management through the exclusive RBC Dominion Securities Private Investment Program.

Heather Poirier

Associate Advisor

519-756-1811 | Email me
519-756-3177
1-800-452-6648

Heather began her career with RBC Wealth Management in June 1998 after 19 years with the Royal Bank of Canada. .
Heather currently holds a BA from McMaster University,the Canadian Securities Course and has completed the Professional Financial Planning course with the Canadian Securities Institute. Heather works closely with Nick organizing the management of client portfolios, communications and compliance for our portfolios.  Heather also helps clients with wealth management planning and is able to assist with issues concerning our financial, retirement and estate planning services.  In 2009, Heather was awarded the Leo award, RBC's highest level of recognition, for her commitment to client service.


 
 

Donna Taylor-Wetherup

Associate

519-756-2511 | Email me

Donna brings over 25 years of experience in the financial services industry to her role as Associate. She holds a Bachelor of Art degree from Wilfred Laurier University and has completed both the Canadian Securities and Conduct and Practices Handbook courses. Donna is our clients' first point of contact for cheque requests, electronic fund transfers, name and address changes, account balance inquiries, RSP, TFSA, and RESP contributions and DS Online.