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Senior Portfolio Manager & Wealth Advisor
A seasoned Portfolio Manager with a holistic approach to wealth building, Patrick has earned both the Certified Financial Planner (CFP) and Chartered Investment Manager {CIM) designations. Working in close consultation with his team, Patrick creates comprehensive, custom-tailored financial plans for each client. Fluid and flexible, these plans - which align the disciplines of investment management, estate planning, tax planning and insurance planning - are designed to reflect both the markets and your ever-changing life and that of your family and dependents. Active in the community, Patrick is a former board member for the Boys and Girls Club of Niagara and Credit Counselling of Regional Niagara. Patrick has volunteered for the Hernder Picasso Foundation and has been involved with the Canadian Cancer Society of Niagara on the Lake.
Associate Wealth & Investment Advisor
Martin provides personalized financial counsel to our clients throughout the region in his role as on Associate Wealth and Investment Advisor. He also provides tailored solutions and advice to achieve financial objectives to high-net-worth clients and their families. Martin's contribution were recognized on numerous occasions. In 2005, Martin received RBC's highest honor - the Leo Award. In 2018, after 10 years with RBC Private Banking, he earned the prestigious Executive Counsel status. Martin holds several financial planning designations, including the Certified Financial Planner (CFP) and Chartered Investment Manager (ClM) as well as maintains his status as Fellow of Canadian Securities Institute (FCSI).
Financial Planner
Sheri is the dedicated Certified Financial Planner for Lostracco Wealth Management. She is a trusted professional who provides comprehensive financial plans integrating retirement, tax and estate planning, and other wealth related strategies. Sheri's tenure with RBC surpasses 25 years, and she has been the recipient of multiple awards recognizing her expertise and commitment. She has received two RBC National recognitions as a financial planner, and was awarded the prestigious RBC Leo Award. Sheri has earned several industry designations, which include the Certified Financial Planner (CFP), Fellow of Canadian Securities Institute (FCSI) and Trust and Estate Practitioner (TEP) designations. She is fully licensed by the Investment Industry Regulatory Organization of Canada (IIROC) for securities, the Financial Services Regulatory Authority of Ontario (FSRA) for Insurance, is a member of the Society of Trust and Estate Practitioners (STEP) Canada and the Estate Planning Council of Canada.
Associate Advisor
Lynn began her career in the financial services industry in London, England, working for one of the world's largest corporate investment banks in their global custody taxation group. Joining RBC Dominion Securities in 2004, she provides Patrick and his team with support in all aspects of the investment advisory business, including wealth management, portfolio modeling and client service. Lynn has successfully completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and the Insurance LLQP courses. She is fully licensed by IIROC for securities and by FSRA for Insurance.
Associate
As an Associate within Patrick's team, Jessica delivers support across our business, including account administration, wealth management support, and day-to-day client service. Jessica joined RBC in 2008, through her tenure has held several Management and Advisor positions and then became part of the Lostracco team in 2022. She has received many awards recognizing her commitment and in 2018, Jessica received RBC's highest honor, the Leo Award. As a licensed Associate she has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course.
A Senior Associate within Patrick's team, Carla is focused on providing professional and exceptional service to clients by managing client activities, documentation, processes and deadlines. She is licensed by llROC for securities, having completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course. A native of the Niagara Region, Carla earned a Bachelor of Arts Degree in Economics from Brock University. Carla has received several RBC awards for her commitment and knowledge including the "RBC Awards of Excellence". In 2006 she joined RBC Dominion Securities in Niagara Falls.
