Nick Rizzo

Vice-President & Portfolio Manager

519-756-4919 | Email me
519-756-3177 | LinkedIn
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.

Paula Bergey

Associate

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

Paula Bergey has over 25 years of financial industry experience and began working with RBC Dominion Securities in 2009, after having spent 18 years with RBC Royal Bank. Paula's main focus is to ensure that every client receives the best Wealth Management Service experience which includes coordinating the financial planning, estate and insurance planning services for our clients.

Having successfully completed the Canadian Securities Course and the CPH.  She is the primary trader for the Private Investment Management Discretionary program and implements the team’s investment process.  

Paula brings a high level of customer service and administrative experience to our clients through her tenure with Royal Bank and from her prior role in management as a Branch Administrator.  Paula is a National winner of the RBC Performance Award recognizing excellence across the entire firm.

Paula was born, raised and currently resides in Brantford with her husband. When she is not busy helping her two children as they transition into young adults Paula enjoys knitting and relaxing with her dog and two cats.

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.