Stephen Philip, CPA, CA, CIM, FCSI

Vice-President & Portfolio Manager

613-345-7793 | Email me

Steve has been advising high-net-worth clients at RBC Dominion Securities for over 25 years, and was the Branch Manager of the Brockville DS office from 1997 to 2000.  He has his Canadian Investment Manager designation and is a Fellow of the Canadian Securities Institute.  Prior to entering the investment business, Steve completed his Chartered Accountant Designation which he maintains today. 

As a licensed Portfolio Manager, Steve focuses on providing unique investment solutions to high-net-worth clients and managing their investments through Private Investment Management – the premier discretionary investment offering of RBC Dominion Securities. Steve has been a member of both the distinguished RBC Dominion Securities Director’s Council and Executive Council – an achievement celebrated by only the firm’s most successful Investment Advisors and Portfolio Managers.

Jamie Wright, B.Comm., CIM

Associate Portfolio Manager

613-345-7550 | Email me

Jamie has over 20 years of experience in the financial services industry, including nine years at RBC Royal Bank and most recently as national sales manager for a leading ETF management firm.

With the Chartered Investment Manager designation, Jamie’s focus is on the execution of portfolio strategy, and overall wealth management advice. He currently works with high-net-worth families, professionals and business owners who are looking for long-term relationships based on managing risk, managing cost, and receiving trusted advice.

Jamie is involved in supporting many community events, and is also a Director of the Brockville & District Hospital Foundation.

David Keenleyside

Associate Advisor

613-345-7715 | Email me

David has over 31 years of experience in the financial services industry with extensive experience in a Canadian Trust company and a major Canadian bank. Over the course of his career, David has accumulated valuable Wealth Management experience, especially in the areas of investment advice, estate and trust planning, personal and commercial banking and credit, as well as high-net-worth relationship management. Originally from Kingston, Ontario, David attended Queen's University where he obtained a B.A. in Economics. A Brockville resident for over 21 years, David is actively involved in several local organizations. He is the Past President of the Brockville and District Chamber of Commerce, a Charter member of the Economic Advisory Team for the City of Brockville, and a member of the Rotary Club of Brockville.

Zoe Dew

Associate

613-345-7750 | Email me

An Ottawa native, Zoe has worked in the financial sector for over 15 years, and has previous experience at several major financial institutions. She is responsible for client service, trading and administration, and strives to ensure trust, comfort and peace of mind for all clients.

Eva Beattie

Associate

613-345-7094 | Email me

With a background in systems management and over 20 years with the Ministry of the Attorney General, Eva brings to our team extensive experience. Her effective interpersonal skills and consideration to quality and detail ensures exceptional client service.