Steve Roud, CIM

Vice-President & Wealth Advisor

519-822-2113 | Email me

Steve brings over 20 years of business leadership and client service experience to his role managing investment portfolios for high-net-worth investors. Prior to joining RBC Dominion Securities as a Vice-President in 2016, he spent nine years as an Investment Advisor at a leading national bank-owned firm and was named a member of the elite President’s Council. 

Steve earned a Bachelor of Commerce (Honours) degree from the University of Guelph. He holds the industry designations of Canadian Investment Manager (CIM) and Associate Portfolio Manager, which allows him to offer advisor-managed portfolio service.

Steve chose to join RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to more cutting-edge market research and a full range of services. Using a sophisticated and in-depth financial planning approach that covers all the bases of wealth management – from estate planning, business and farm succession to tax planning and insurance – Steve will help you coordinate all facets of your financial life.

Steve offers sound advice and highly personalized service to a relatively small client base of successful families, business owners and corporate entities. Together with you, he will develop a practical and personalized financial plan and select from a range of comprehensive solutions to help realize your goals. Steve then meets and communicates regularly with you to ensure you are on track in light of changing financial goals and objectives. 

Married with three children, Steve and his family are active in the community and support a variety of charities in the area. Away from the office, Steve enjoys golfing, skiing and travelling with his family.

Christine Stanko

Associate Advisor

519-822-2440 | Email me

Charlene Lanigan

Associate

519-942-1851 | Email me

Our Extended Team

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Thomas Seah, CLU, BA (Econ)

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


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Grant Henri, CFP, PFP, F.Pl., TEP

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


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Scott VanEngen, CPA, CA, CFP

Financial Planning Specialist, RBC Wealth Management


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Caroline Foster

Premier Banking Advisor, RBC Royal Bank


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Shannon Row-Ewing, BA, LL.B

Will & Estate Consultant, RBC Wealth Management