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Senior Investment Advisor
Backed by 28 years in the financial services industry, Andrew is passionate about helping clients achieve their financial goals. Andrew joined RBC Dominion Securities in 2006 as a Branch Director in Ottawa, and before that was Vice-President, Sales, at a boutique asset management firm. His investment philosophy favours stable, tax-efficient portfolios with growing dividend income.
Associate Wealth & Investment Advisor
Lois has over 30 years of experience in the financial services industry and plays an integral role in the teams’ approach to financial planning with clients. Her focus is to work with clients and our team of experts to ensure that retirement, tax, and estate planning remain an ongoing process as clients move through the various phases of their financial life.
Associate Investment Advisor
Lisa has more than 30 years’ experience in the financial services industry. Her primary role with our team is to help build, review and rebalance portfolios so that they are tailored to meet each client’s goals, objectives and risk tolerance level. She ensures that transactions are completed in a timely fashion, and is available to answer questions on portfolios and the markets.
Administrative Assistant
As a dedicated Administrative Associate, Truda has over 35 years of experience in the financial services industry. She prides herself on always striving to provide exceptional and professional client service. Her focus is on account documentation and administration whether it be for opening new accounts, funds transfers, Registered Education Savings Plans (RESPs) or estates.
