Wealth Management Specialists
Helping you manage your investments is just one way we can help you manage your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills & Estates, and insurance strategies
Financial Planning Specialist
Prepared by our accredited financial planning expert, Mary Ellen Isenor, the Compass Financial Plan provides a comprehensive, customized analysis of your financial situation. It looks at all aspects of your financial affairs, including tax, retirement and estate planning.
Estate Planning Specialist
Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies. He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.
Will and Estate Consultant
Sharon works closely with Steve to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Sharon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant. Sharon was in private practice with a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.