Alex Lee, CIM, CFP, PFP

Vice-President, Associate Portfolio Manager, Investment & Wealth Advisor

416-289-5771 | Email me
416-473-8323
416-289-3561
1-888-440-7680

Alex joined RBC in 1991 and provides portfolio management services to institutions and high-net-worth clients. He graduated from Ryerson University in 1986 with a Bachelor of Technology degree in Civil Engineering. Alex continually builds on his expertise to provide you with the highest quality of financial planning advice. He has earned the Certified Financial Planner (CFP), Personal Financial Planner (PFP) as well as his Chartered Investment Manager (CIM) designation.

Alex is focused on providing comprehensive wealth management advice and to help clients enjoy success while preparing for a secure financial future. He takes a personal approach to helping each client achieve their personal and financial objectives. In doing so, Alex can help coordinate all aspects of your wealth and work with your existing professional advisors, such as lawyers and accountants, to ensure you have the most efficient financial plan possible.

Alex provides weekly newsletters and hosts various investment workshops for his clients and business partners. He is also an active member of the community volunteering with the United Way and the ALS Society. Married with two children, Alex enjoys travelling, reading, and watching movies.

Eric Leung, CIM, PFP

Associate Advisor

416-289-6340 | Email me
416-289-3561
1-888-440-7680

Eric joined RBC Royal Bank in 2007, after graduating from the University of Western Ontario. He plays an integral role in the daily management of clients accounts and is highly committed to delivering a client first experience. As an Associate, Eric is registered to assist you with trade requests, as well as account-related enquiries. Having earned his certification as a Canadian Investment Manage (CIM) and Personal Financial Planner (PFP), Eric is here to support Alex in managing all your investment & wealth management needs.

 

Extended Wealth Management Team

Ariel-Charles Guigui, LL.B., TEP

Will and Estate Consultant

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992 and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC Dominion Securities Ariel spent five years teaching Real Estate Law and Estate Law at Cite Collegiale in Ottawa. For the past 12 years Ariel has held several positions at a major Trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.

 

Nadia Ganesh, CFP

Financial Planning Consultant

Nadia’s career spans over 17 years in the financial services industry through various roles with a chartered retail bank, RBC Dominion Securities and a boutique investment firm. In 2008 Nadia rejoined RBC as a member of RBC Wealth Management Services, assisting with the preparation of comprehensive financial plans for clients of RBC Dominion Securities. Nadia’s accreditations include the Certified Financial Planner (CFP) designation as well as being life, as well as accident & sickness insurance licensed for Ontario.

Nadia works closely with the team to prepare and present comprehensive financial plans that help give your clients peace of mind regarding your future financial well-being.

 

Tracey Goldie, CFP, CLU

Estate Planning Specialist

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.
Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.
Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.

Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.

 

Mike Dunn

Segregated Funds Sales Specialist

Mike began his career in the insurance industry in 2007, working with a major insurance provider. With roles in Compliance and as an Internal Wholesaler, he has focused on the training, education and implementation of segregated funds as part of one's overall wealth strategy. In 2011, he joined RBC.

Mike obtained his Bachelor degree in Communications and Business from Wilfred Laurier University, as well as a post graduate certificate in Marketing Management from Sheridan College. Having completed a number of industry licensing courses, Mike is currently pursuing the Wealth Management Essentials (WME) course along with the Certified Financial Planner (CFP) designation.


RBC Banking Partners

Alex works closely with a select few banking partners to ensure his clients have the best access to Private Banking Commercial Banking, Mortgage Specialists and day-to-day Banking Services.