Panos Sechopoulos, B.A. (Honours), M.A. Econ., CFA, CFP, FMA

Vice-President, Portfolio Manager & Wealth Advisor

519-252-3645 | Email me
519-252-3672

As a child, Panos lived in Greece and Uruguay – and in Argentina, where he would have a friendly argument with his mother every Monday morning.

Young Panos took public transit to school. The problem was that the national currency was devaluing so quickly, Panos had to ask for more bus fare every week. “We finally agreed that whatever it cost for five bottles of Coke that day, that is what my mother would give me for the bus.”

In South America at that time, “there was always the fear that someone was going to take your money away from you,” Panos recalls. Banks would shut down, cutting off access to your money, but the monthly bills would keep coming. It was a difficult learning experience that guides, to this day, Panos’ approach to managing clients’ wealth: he really will worry more than you do.

He appreciates first-hand how hard people work for their money, and the importance of protecting and prudently growing it – so he set out to master it. First with an undergraduate degree in Economics and International Relations and then with a Masters in Economics from Northwestern University in the United States. Thus an economist by training, he began his financial services career in 1994 as an options trader in Chicago and joined RBC Dominion Securities in 2003.

The core purpose he shares with his team is straightforward but serious: to make his clients’ lives better. His vision is to have a lifelong relationship with every single one of them.

He believes he and his team are different because they love their clients and want their clients to love them too. The route to that special relationship is paved by focusing every day on their mission: we are helpful to our clients, the very best way they need us to be.

In addition to his economics degrees, Panos holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designations.

He volunteers his time for organizations including the Windsor/St. Clair Rotary Club, District 23 of the American Hellenic Educational Progressive Association (AHEPA), Windsor South Canadian Little League Baseball and the Greek Orthodox Community of Windsor.

His extensive credentials, together with experience living on three continents and a deep commitment to community works in Windsor-Essex, means he quite literally brings a world of knowledge and perspective to his clients.

And a distinct passion for getting things done. Renowned for working evenings and weekends, this Elvis fan believes in “a little less conversation, a little more action.” And maybe a little more worrying.

Stella Dhono, BBA (Honours), PFP

Associate Wealth Advisor

519-252-3178 | Email me

“My father was a doctor, and my mother was a math teacher. They encouraged me to work hard and achieve. That’s why I need to do things this way.”

For Stella, “this way” means finding the best possible solutions for clients, always on their terms. That’s why she is so attached to the mission statement she shares with Panos and Kelly: We are helpful to our clients, the very best way they need us to be. For Stella, it means putting herself in her clients’ shoes.

“We treat our clients the way we would want to be treated. Our vision is to have a lifelong relationship with every single one of them. What really makes us different is that we love our clients – and we want them to love us, too. So when it comes to their investments, we really do worry more than they do.”

Originally from Albania, Stella is fluent in Albanian and Italian and can communicate in Greek. Prior to joining Panos’ team in 2008, she was a professor at the University of Korca, Albania, a project administrator at Oxfam and Doctors Without Borders, and a branch manager at a bank. Stella holds a degree in Business Administration with a major in Marketing, has completed the Canadian Securities Course and holds the Personal Financial Planner (PFP) designation.

Stella Dhono grew up in a family where you couldn’t sleep in. “It was day and you had to get up and like what you did. All these years later, I get up every morning and I love what I do.”

Kelly Sutherland, B.Comm (Honours)

Associate

519-252-3262 | Email me

Kelly doesn’t like the word “customer.”

“That sounds too mechanical to me. We don’t have customers – we have clients. And we don’t talk to our clients mechanically. We talk to them on an individual basis. We exist to make their lives better, and we want a lifelong relationship with every single one of them.”

Kelly’s role is to handle all administrative tasks and connect clients with the expertise and resources they need. “I find it very interesting and fulfilling to help our clients and learn about their lives. And I actually enjoy worrying about them. We don’t worry about whether something is good for us. We worry about whether it’s good for them.”

An associate with 30 years of experience, Kelly is a fountain of knowledge for those clients. She holds a Bachelor of Commerce degree with a major in Human Resources from the University of Windsor, has completed the Canadian Securities Course and is insurance licensed.

“There are days when you really make a difference in someone’s life. Those days are the best.”

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