The team focus is to create Comprehensive Financial Plans and to implement and provide appropriate solutions for the management of our clients wealth throughout all stages of their lives.

Paul Belous, CIM

Vice-President, Portfolio Manager & Investment Advisor

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Paul has obtained his Chartered Investment Manager (CIM) designation. His experience in the investment and portfolio management business started in 1992 with Richardson Greenshields, which was acquired by RBC Dominion Securities in 1996. Paul has maintained Executive Council member status within RBC Dominion Securities for several years and is ranked in the top 100 advisory teams out of 1700+ across Canada within the firm.

Jason Mychajluk, CIM

Associate Wealth Advisor

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Jason is a graduate of University of Guelph (class of 2001) with a Bachelor of Commerce, Management Economics in Industry & Finance degree.  Jason has also earned the Chartered Investment Management (CIM) designation and carries a strong background in Financial planning allowing him to understand the challenges investors face today and the solutions available to them. As a member of The Belous Private Wealth Management Group at RBC Dominion Securities since graduation, Jason's commitment to building strong, lasting client relationships is a true benefit to every client's well-being.

Nancy Wardell

Investment Associate

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Nancy is a licenced representative who started her career in 1989 with RBC Dominion Securities (formerly Richardson Greenshields). Her experience working in various capacities throughout her career allows her to provide top-quality service to clients of The Belous Private Wealth Management Group. Nancy takes great pride in building client relationships through honesty and integrity.

Samuel White

Associate

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Sam is a graduate of Nipissing University with an Honours Distinction Bachelor of Business Administration Degree (Accounting and Finance). Sam continues to advance his education to work towards his Chartered Investment Manager (CIM) designation. As a member of The Belous Private Wealth Management Group Sam supports the team in all aspects of financial and wealth management planning.  Sam looks forward to further growing relationships with clients in the future.

Diane Rockefeller

Associate

519-426-3416 | Email me

Diane joined The Belous Private Wealth Management Group in 2013. She has completed numerous industry courses such as the Canadian Securities Course. Diane greets clients and helps them with any inquires they may have as well as supports the team. Diane continues to enhance her knowledge about wealth management and build client relationships.

Extended Team Members

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Jennifer Janeczko, M.Tax

Financial Planning Specialist, RBC Wealth Management


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Shannon Row-Ewing, BA, LL.B

Will & Estate Consultant, RBC Wealth Management


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Stephen Wiffen, CLU, CFP, CH.F.C.

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Murray Shapiro, BA, LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Mark Skeggs, CPA, CA, CFP, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


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Daniel Bertrand

Private Banker, RBC Royal Bank


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Amy DiRenzo

Premier Banking Advisor, RBC Royal Bank


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Mike Lancaster

Risk Assessment Insurance Specialist, RBC Insurance Services Inc.


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Susan Macdonald, TEP, MTI

Senior Trust Advisor, Royal Trust Corporation of Canada