Our value proposition to you

Taking care of your financial well-being can occupy a great deal of your time and energy. That is why we take a goals-based approach to assisting our clients with managing their finances. Our dedicated team and vast network of industry-leading experts will build a wealth strategy that is tailored to your unique circumstances and objectives, so that you are empowered to leave the day-to-day demands of wealth management to us. Use your free time at your discretion and let us take care of the rest!

Portfolio Manager & Wealth Advisor


Peter M. White, CFP®, CIM, FMA, FCSI

Vice-President, Portfolio Manager & Wealth Advisor

613-721-8275 | Email me
613-983-1629 | LinkedIn

Peter is a graduate of Cape Breton University in Mechanical Engineering Technology. He worked in the high tech sector in the late '90s, developing a keen appreciation for applying a disciplined process to his work. In addition, Peter has also achieved the designations of Certified Financial Planner, Canadian Investment Manager, Financial Management Advisor and the industry's most prestigious, Fellow of the Canadian Securities Institute. After a devastating personal experience, he did some soul searching, which lead him to discover his true passion in life to be wealth management.

Peter has more than 18 years of investment industry experience and feels privileged to care for his client's financial wellbeing. He listens closely to understand what is most important to them before providing advice. His extensive knowledge and disciplined approach ensure the recommendations provided to his clients are individualized just like their own unique financial dreams.

Away from the office, Peter and his wife Melissa enjoy golfing and volunteering in the community, while being actively involved in their children's various sports interests.

Associate Advisors


Christine Scharf

Associate Wealth Advisor

613-722-8676 | Email me
613-721-4680
1-800-423-8812

As an Associate Wealth Advisor, Christine’s primary responsibility is providing clients with an exceptional Wealth Management Experience by offering RBC’s MyGPS Financial Planning Service. Leveraging her 26 years of investment industry experience, she also offers administrative support to our clients with settling estates and accurate trade execution. Her favorite part of the role is talking to clients and hearing their stories.

Outside of the office, Christine and her family are avid equestrians, keeping 6 horses on their farm just outside of Ottawa. She loves how being a horse enthusiast brings people together through camaraderie in the country side.

Rebecca MacDougall {Currently on Maternity Leave}

Associate Advisor

Associates


Tanya Atkinson

Associate

613-721-4174 | Email me
613-721-4680
1-800-423-8812

Tanya graduated from Mount Saint Vincent University with a Bachelor of Business Administration, specializing in management and marketing. Born and raised in North Sydney, Nova Scotia, she moved to Ottawa in the mid-90s to pursue a career in technical sales and solutions. More than 10 years ago, Tanya changed careers and joined the investment industry, refocusing her passion for client service.

Tanya’s responsibilities with our team include being our client’s first point of contact for administrative needs, scheduling appointments and account documentation. She really enjoys working with clients to build strong relationships and the opportunity to learn something new every day. Clients appreciate her positive attitude and knowledgeable advice.

During her personal time, she enjoys going to the movies, entertaining friends, reading, and shopping. Together with her husband Rob and son Dustin, they enjoy being active members of the Stittsville community.

Andrea Strayer

Associate

613-721-4675 | Email me

Andrea graduated from Seneca College’s International Business Administration program in 2004, and has been working in the financial industry ever since. With more than 15 years in retail banking and wealth management, Andrea brings an abundance of client service experience to our team.

Andrea’s primary roles are providing a high level of administrative support to our clients, account opening and managing the technical details for our Private Investment Management platform.

In her personal time, Andrea and her husband Mike enjoy watching a variety of film productions and have a passion for drama and the arts.

Our commitment is to help our clients create, protect, and grow their wealth.  The continued realization of our client's financial goals is our top priority."  

Peter M. White, CFP, CIM, FMA, FCSI

What you can expect from us

Here is a quick fact sheet that details the full services we will provide you

Our RBC Partners