Doug Vicic, BA.Sc, MBA, CMA, CIM, FEA

Vice President, Portfolio Manager & Wealth Advisor

604-257-7174 | Email me
604-235-9950 | Connect
1-844-665-9900

Doug is the team leader. As your Portfolio Manager and Wealth Advisor, Doug will work with you in defining the path to reach your financial goals. He will guide you through our wealth management process and engage our team of Wealth Management specialists to help you strategize a plan to successfully achieve your goals. With your plan in place, Doug will work with you in developing an investment policy to manage your portfolio.

 

Christine Chung, BA, CIM®, FMA

Associate Wealth Advisor & Financial Planner

604-257-7303 | Email me
604-235-9950
1-844-665-9900

As your Associate Wealth Advisor, Christine will work with you and your trusted advisors in going through our Wealth Management process. Christine’s main focus is to ensure that you, as a client, reap the full benefits from our entire team of Wealth Management experts. She will initiate and co-ordinate the important consultations such as financial planning, a comprehensive estate review / planning and work with you in meeting your goals through wealth management.

In addition to her role as an Associate Wealth Advisor, Christine works with the team in portfolio management and in making sure the investments are suitable and fit your profile.

Jaime Wong, B.Comm, CIM

Associate Advisor

604-257-7372 | Email me
604-235-9950
1-844-665-9900

As your Associate Advisor, Jaime works with you and the team to facilitate all the necessary documentation and information required to ensure your accounts are setup properly and compliant with the most current regulations in the industry. She will assist to co-ordinate your meetings with our wealth management team members and follow-up with action items from your comprehensive plan. Jaime will assist you with all your administrative needs, including transferring assets, understanding your statements, DS Online navigation, and RESP / RRSP / TFSA inquiries.

Jaime also takes an active role in helping the team with portfolio and cash management for all our clients.

Don Vicic

Consultant

 

Although retired, Don Vicic continues to consult with the team on a regular basis. With his forty plus years of knowledge and experience in the market and resources of RBC Dominion Securities, Don has the ability to help every individual achieve their personal financial goals.

Don believes in giving back to the community in which he lives. He served on several boards including: the Junior Achievement Vancouver Board, the West Vancouver Library and the BC Lions Football team and is a member of The Knights of Columbus. He believes in the spirit of giving and supporting those around him in order to achieve ones full potential

Our Wealth Management Consultant Team

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Darren Bank, CPA, CA

Vice-President, High Net Worth Planning Services


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Zora Booker, CPA, CGA, MBA

Vice-President, High Net Worth Planning Services


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Eugene Dautzenberg, CPA, CA

Financial Planning Specialist


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Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)

Vice-President & Estate Planning Specialist


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Dana George, LL.B

Will & Estate Consultant


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Melissa Nagelbach, LL.B

Will & Estate Consultant