Blair Carter, CFP

Investment And Wealth Advisor

902-893-2518 | Email me
902-890-1106
902-893-2611
1-855-726-7406

Blair has over 17 years of experience providing investment advice and wealth management services to affluent and high net worth families. He joined RBC Royal Bank in 2002 and moved to RBC Dominion Securities Inc. in 2008. Blair attended Dalhousie University, and is a strong believer in continuous personal development. He has also obtained a number of professional credentials over the years, including Certified Financial Planner (CFP).

Outside of the office, Blair is an active member in his community. In the past, Blair served on boards such as the Colchester Regional Hospital Foundation as well as the United Way and is currently a board member at Maggie's Place.

Born in Halifax and raised throughout the Maritimes, Blair currently resides outside of Truro, in Valley N.S. with his wife Rosemary and their three daughters Victoria, Nicole, and Caroline. Blair enjoys golf, travel and family time at the cottage.

Kristal Levernois

Administrative Assistant

902-893-2603 | Email me


Kristal brings 26 years of experience in the financial industry and joined RBC Dominion Securities in 2012, working in a business development and marketing role. She recently joined the team in May 2014 taking a more active role in client relationship and servicing.
 
Her attention to detail, strong administrative skills and professionalism make her an integral part of both the team and the RBC Dominion Securities name.
 
Kristal provides administrative support by processing account trades, preparing documents and answering client inquires on top of keeping the daily operations of the Truro branch in top running order.
 
She will be happy to help you with all the administrative needs of your account.

Wealth Management Services Team

Helping you manage your investments is just one way we can help you with your overall financial concerns. In addition to investing and money management, we offer assistance with financial planning, Wills and estates, and insurance strategies.

Mary Ellen Isenor, CPA, CA, CFP
Vice President, Financial Planning Specialist 
 

Mary received her Bachelor of Science from Dalhousie University in 1988 and her Bachelor of Commerce from Saint Mary's University in 1990. She is a Chartered Accountant and has completed and tutored the Canadian Institute of Chartered Accountants' In-Depth Tax Course.

Prior to joining RBC in 2008, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning.

Paul deJager, B.Sc., MBA, CFP, CLU, CHS Estate Planning Specialist 
 

Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies.

He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation

Sharon Avery, BPR, LL.B
Will & Estate Consultant
 

Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986). 

Sharon was in private practice for a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities. 

Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and on the Canadian Bar Association's National Standing Committee for Equality.