RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Committed, collaborative, and caring, our team is focused on getting to know your needs and leveraging our expertise – and that of our partners – to deliver a superior wealth management strategy tailored to you. That’s been our story for decades, and it will continue to motivate us for decades to come.
Senior Portfolio Manager & Wealth Advisor
Frank has nearly four decades of experience at RBC, and almost three decades at RBC Dominion Securities specifically. The unparalleled experience, expertise, and wisdom he’s acquired over his professional career has enabled him to develop and refine our team’s wealth management approach – one that has proven successful in helping clients achieve clarity, gain confidence, and reach their long-term goals while positioning us as one of the top wealth management teams in the country. Frank is a dedicated family man and enjoys spending time with his wife, Carmela, their two grown-up kids, and their dog. He likes to invest in family experiences, whether it’s spending quality time at the cottage, playing golf, cross-country skiing, or participating in a range of charitable activities.
What Frank likes most about his work
A true people person, Frank deeply enjoys the meaningful, long-term relationships he’s been fortunate enough to build over the course of his career. Leading with the highest level of integrity and care, his mission is to free up our clients’ time so that they can focus on what matters most to them. That often involves simplifying the complexity of our clients’ wealth while giving them the confidence they need to feel secure in their financial future. Day to day, his goal is to be the “go-to guy” for clients and their families, and he considers it an honour and privilege to have the opportunity to earn their trust and provide peace of mind.
Please contact Frank to...
Have an honest, down-to-earth, and informed conversation concerning all aspects of wealth management, such as complex financial planning, portfolio management, estate and tax strategies, insurance planning, and more. Frank can also introduce you to additional professionals (such as lawyers and accountants) who can support you.
Those letters by Frank’s name stand for...
Portfolio Manager
Chris has over a decade of financial services experience at Wade Wealth Management and is proud to take on a leadership role alongside Frank. From his origins working a junior role in administration and trading, Chris has gone on to become a trusted portfolio manager and our team’s point person for day-to-day oversight of our investment models, leveraging his passion for market research as a CFA charterholder. Additionally, he is our in-house financial planning specialist and works diligently as a lead relationship manager to ensure that our clients and their families are protected and have their financial needs met. Chris and his wife, Kim, have two young kids and a beagle. Outside of work he enjoys spending time with family and friends, playing golf, and staying active.
What Chris likes most about his work
Chris’ role allows him to not only realize his passion for investing and portfolio management, but also to prove that results are more than just numbers – they are the embodiment of achieving financial success and helping clients live the life they want to live. He cares deeply for people and seeks innovative yet proven ways to help them reach their goals, all while never losing sight of the “why” – ensuring their portfolios are always tied back to their overall financial objectives.
Please contact Chris to...
Discuss opportunities and challenges related to your family and your finances, such as your overall portfolio strategy, your financial plan, or whatever else may be on your mind. Even if it’s not finance related, and you simply need a trusted person to lend a caring ear, Chris is always there for you and happy to chat!
Those letters by Chris’s name stand for...
Associate
Penny joined Wade Wealth Management in February of 2017 after being with RBC Royal Bank in various roles for over 25 years. Her experience includes assisting in numerous key wealth management areas such as financial planning, investing, and estate planning. Penny is always willing to lend a helping hand with any service or administrative items that may arise, including transactions, statement, tax, WM Online, and other inquiries. Outside of work, Penny enjoys reading, golf in the summer, cross-country skiing in the winter, and handy crafts.
What Penny likes most about her work
Penny enjoys collaborating with the team, finding optimal wealth management solutions for your wealth needs, and enabling you to make well-informed decisions about your financial situation. She finds it a pleasure to get to know you and respond to your administrative requests.
Please contact Penny to...
Get assistance with any service or administrative items that may come up including transactions, statement and tax information, WM Online inquiries, and more.
Those letters by Penny's name stand for...
Nichole has been with RBC Dominion Securities since 2016 and joined Wade Wealth Management in early 2020. Nichole obtained administrative and logistical experience in the field of sport management with Team Canada with the women’s national volleyball team for seven years. Outside of work, Nichole enjoys spending time with her two young daughters and spouse, watching the Winnipeg Jets, and working out.
What Nichole likes most about her work
Nichole loves tackling a variety of client requests and making it a smooth process for the client and the team. She feels accomplished any time that she is able to help someone.
Please contact Nichole to...
Get assistance with any service or administrative items that may come up.
Associate Advisor
Jared is an Asper School of Business alumnus and joined Wade Wealth Management in the spring of 2021. Before joining RBC Dominion Securities, Jared obtained administrative and finance experience working with two leading financial services firms while pursuing his degree. Outside of work, Jared enjoys camping in the summer, hockey in the winter, and playing his guitar year round – or at least trying to!
What Jared likes most about his work
Jared enjoys expanding his investment knowledge while monitoring financial markets and completing trades for clients. He especially values seeing the positive impact our services have for clients and the comfort and encouragement they can provide.
Please contact Jared to...
Get assistance with any investment account-related queries, request investment-related documentation, or discuss account holdings and transactions.
Before joining RBC Dominion Securities in 1999, Denise worked in a supervisory position at a major brokerage firm. A graduate of Red River College, she has also completed the CSC, CPH, and PFP courses through the Canadian Securities Institute. In her spare time, Denise enjoys travelling, catching up with family and friends, and spending time at the cottage.
What Denise likes most about her work
With over 30 years of experience, Denise enjoys forming relationships with clients and using her expertise to provide timely and efficient service.
Please contact Denise to...
Get assistance with tax documentation, estate settlements, cash transfers, and general administrative requests.
Administrative Assistant
Aira is a graduate of the University of Winnipeg and joined Wade Wealth Management in early 2024. Before becoming a member of the team, Aira gained administrative experience at True North Sports + Entertainment as an account executive. Outside of work, Aira enjoys growing tropical plants (over 100 and counting!) and trying new recipes.
What Aira likes most about her work
Aira finds delight in getting to know clients and tailoring solutions to fit your needs. She’s happiest when she’s able to build a relationship with you and provide the highest level of support.
Please contact Aira to...
Discover why families choose to work with us, generation by generation.
