As part of both the wealth management approach that we use and as part of the larger RBC Financial Group, we have access to a number of specialists allowing us to provide advice and solutions covering a broad range of circumstances.

To learn a little about each of the people that make up our team, their backgrounds and their specialities just click their a name.

Our local team members:

and our Specialist Team Memebers:

We also maintain professional contact with a number of local lawyers and accountants and can make an introduction should you find yourself in need of their particular service.

Local Team Members

Angelo Meffe,B.A., CIM, FCSI Investment Advisor - Insurance Representative*

Angelo was born and raised in the Niagara Peninsula and currently resides in St. Catharines with his three children Camryn, Alexander and Andrew.He graduated from McMaster University with a Bachelor of Arts degree in 1988. Since then, he has attained the designations of Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI). The FCSI is an honour that is reserved for industry professionals that have met the most exacting standards for industry experience, advanced education and solid endorsement. He is also a licensed Insurance Representative. Following graduation, Angelo spent eight years in management in several assignments in both public and private industry finally deciding to join the investment industry with RBC Dominion Securities in 1996. Angelo is an Investment Advisor leading a team of consultants specializing in investment and estate planning for families and business owners. He along with his extended team partner with clients to help them further their financial success and eliminate worries. Angelo believes in maintaining an active role in the community. He is a participant on several team sports and coaches his children's soccer. He is an avid runner and trains year-round. Over the years he has run many marathons and his personal best time is 3 hours, 12 minutes. He also supports several community groups, including the local United Way and Community Care Program.

Scott Jarvis,BBA, FMA Associate & Financial Planner

Scott is a graduate of Brock University where he obtained a Bachelors Business Administration (Honours) degree with a concentration in Finance. Scott has more that 15 years experience in investments and banking. He was a founding member of the Brock Finance and Investment Club and started working in the investment industry in 1999. He joined RBC, first as a personal banker in July 2004 then moved on to Dominion Securities where he has been since 2006. An integral member of Angelo's team, Scott's knowledge, ability and experience is extensive. When clients have questions regarding their accounts, Scott is always there to provide immediate answers and assistance, working out a way that best suits each clients needs. After hours, Scott can be found on the golf course, on his motorcycle or on the ice where he is both a goaltender and a coach (though not at the same time) in the GHL Niagara Hockey League ("aka Hockey for Dummies") a local recreational league for beginners.

Specialist Team Members

Thomas Seah,B.A. (Econ.), CLU Insurance Consultant

Thomas Seah began his career with a leading insurance company in 1984 after he completed his Economics degree at the University of Guelph. He was a Presidents Club and a Chairmans Club producer. As a producer, Thomas received the prestigious award of National Quality Award for many years from the insurance industrys association. He also worked as an assistant manager and a branch manager before joining RBC DS Financial Services in 1994. Thomas is a featured speaker in seminars and in the financial services industry. In his present role, Thomas works closely with Investment Advisors and their clients in areas of financial planning and estate planning using innovative and advanced insurance strategies. These strategies help create tax efficiencies within a clients portfolio today to help realize the clients objectives for the future.

Rebecca Henri,CFP Financial Planning Specialist

Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She received a Bachelor of Arts Honours degree from Trent University in 1996 and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning. Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is currently working towards her Trust and Estate Practitioner (TEP) designation with the Society of Trust and Estate Practitioners. Over the last several years, Rebecca has worked extensively with high net worth clients including business owners, executives and professionals and has gained considerable expertise with more advanced tax and estate planning strategies. At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Rebecca Henri, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

Jeremy Bridger MBA Private Banker

As a Private Banker, Jeremy acts as a dedicated relationship manager for his clients and their families throughout the Hamilton, Brantford and Niagara regions. Clients value his discretion and responsiveness in advising them through all stages of their financial lives. Jeremy designs sophisticated banking, personalized short- and long-term lending and flexible credit packages for his clients. Jeremys intimate client base allows him to ensure responsive service and the level of attention his clients require to make their lives simpler. When necessary, he will work with his clients other professional advisors to deliver comprehensive, integrated financial solutions. Clients value Jeremys financial services experience which spans more than 14 years in the industry, spending most of that time as a personal financial planner. Jeremy provides advice and customized financial solutions to his affluent clients. Jeremys educational background includes a MBA and a business degree in Finance from Brock University, personal financial planner designation, Canadian Securities and spent 5 years teaching personal finance as an instructor for the Finance Department at Brock University. Married with 2 children, Jeremy is an avid athlete. He spends his time swimming, cycling and running with a local Tryforce racing team and enjoys the extensive training and triathlon racing. He also enjoys playing golf and frequent visits to his home province of Newfoundland to visit family.

* RBC DS Financial Services Inc. and RBC Dominion Securities Inc. are separate corporate entities, which are affiliated. Insurance Representatives are employees of RBC DS Financial Services Inc.