Our team specializes in providing risk managed solutions which include 4 layers of protection. We can provide not only discretionary portfolio management services through Private Investment Management, but also custom Advisory portfolio services and financial and estate planning solutions.

Barbara Reid, FCSI, CIM, BA (Hons)

Vice President and Portfolio Manager

905-332-2610 | Email me
905-332-2650 | Connect
1-877-410-0856

Barbara joined RBC Dominion Securities in 1984 upon graduation from the University of Western Ontario.

Committed to ongoing professional development, Barbara has completed the Canadian Securities Course, Canadian Options Course, Partners Directors and Officers Course, Canadian Life Insurance Course and Certified Financial Planner and Certified Investment Manager Course. In recognition of her commitment to client service, Barbara was appointed Vice President of RBC Dominion Securities in 2004, Associate Portfolio Manager in 2007, Portfolio Manager in 2010 and Wealth Advisor in 2017.

Barbara's achievements include membership in the prestigious RBC Dominion Securities Chairman's Council, Executive Council and Director's Council. And she is a member of the Fellow of the Canadian Securities Institute.

Her interests include photography, guitar, Alpine and Nordic skiing, snowshoeing cycling and golf.

Barbara Reid's Wealth Management Team

April Plecke

Associate

905-332-2611 | Email me
1-877-410-0856

April Plecke joined Barbara's team in May 2017.  Previously, she worked as an Associate within the investment industry and has over 11 years of experience. She is currently a FPSC candidate. April has completed the following courses: Professional Financial Planning, Wealth Management Essentials, Conduct and Practices Handbook Course and the Canadian Securities Course.  April is your first point of contact for the team to handle your administration needs including scheduling appointments, RIF payments, RSP withdrawals, statement inquiries, tax package requests and general account information.   April's thorough and detailed approached to client care is an integral part of our team approach.

 

Other Team Specialists


Catherine Nicholls LL.B., TEP

Will & Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and Estate planning and estate administration.

Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on Will and Estate
planning with RBC Dominion Securities.

She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.
 

Suzanne Schultz, CA,CFP                                                                   

Estate Planning Specialist

Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. As an Estate Planning Specialist for RBC, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business owners, highly taxed investors, affluent families and other clients. Prior to joining RBC in 2006, Suzanne was the Associate Vice-President of the Tax and Estate Planning Group of one of Canada’s leading multi-family office firms. She was previously a Tax Manager at one of the largest professional services companies where she completed her CA designation with an honour roll placing, and completed the CICA In-depth tax course. She has taken numerous courses on tax and estate planning, including masters level courses on U.S. taxes.

Suzanne is the co-author of 78 Tax Tips for Canadians for Dummies, host of the HGTV series House Poor and has been a regular guest on the Business News Network. She has written articles and contributed towards publications for the Globe and Mail, National Post, Toronto Star and Hamilton Spectator.

Suzanne’s areas of expertise include the use of insurance for personal and corporate tax planning, wealth preservation, financial planning, estate planning (including U.S. estate tax) and charitable giving.

Prashant Patel, , ASA, CFP, TEP

High Net Worth Planning Specialist

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts. His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto. Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

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.

Barbara Reid's Wealth Management Team
Your personal investment advisor in Burlington, Ontario