Paul Kuno, CIM, FCSI, CIWM

Vice-President, Portfolio Manager & Wealth Advisor

905-332-2585 | Email me

Paul specializes in the clients overall wealth strategy by working with internal and external professionals to create a unified financial plan. In addition, Paul manages asset allocation decisions and oversees custom portfolio design.

 

Paul began his career in the investment industry in 1996. Paul has completed rigorous education requirements to achieve the Portfolio Manager designation enabling him to provide clients with discretionary investment management services. Paul has also achieved the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations. He is a graduate of University of Guelph with an Honors BComm. degree.

 

Paul and his wife Vicky are working on a never ending bucket list now that their children, Jessica and Evan are in full-time University. Paul is an active member the Burlington Oldtimer Hockey Club, Bruce Trail Society, and Canning Lake Property Owners Association and proud supporter of many charitable efforts including Carpenter Hospice and Joseph Brant Foundation.

Denyse Roberts

Wealth Associate

905-332-2584 | Email me

Denyse specializes in the overall client experience, focusing on services beyond investments. She oversees communications between clients, advisor and other professionals alongside scheduling meetings and events.

 

Denyse graduated from the Banking and Wealth Management program at Sheridan College, where she spent three co-op terms working with an independent Investment Advisor. Prior to joining RBC Dominion Securities, she worked at a bank as a Customer Service Representative, and in the accounting department at a private corporation. Denyse’s main focus on the team is to respond to your requests in a timely and accurate manner. She primarily assists you with appointments, wire transfers, cheque requests, online account access and other administrative needs.

 

Outside of the office, Denyse enjoys playing soccer, going for hikes on local trails with her dog and attending live music and sporting events.