Brett Watson, PFP, CIM, FCSI

Portfolio Manager

204-982-4591 | Email me
204-982-2649 | Connect
1-800-463-9775

Brett has over 20 years of experience in the financial services industry, and has been with RBC since 1998. Before coming to RBC Dominion Securities in 2004, Brett worked with RBC Royal Bank as a Financial Planner specializing in wealth management and planning for high net worth individuals.

As part of his commitment to excellence, Brett has earned the professional designations of Chartered Investment Manager, Personal Financial Planner, and the Fellow of the Canadian Securities Institute, which are among the highest designations offered in the industry. Brett is also licensed in Insurance and Options Trading.

Outside of the office, Brett enjoys spending time with his wife and his two daughters, as well as golfing and travelling. He is a supporter of a number of charities, including United Way and World Vision.

Claire Connelly

Associate Advisor

204-982-2614 | Email me

Claire joined RBC Dominion Securities in 2011. She is licensed in options trading and assists Brett with portfolio monitoring, research and client service. Claire obtained a Bachelor of Arts degree in Sociology from the University of Manitoba with a minor in Psychology. Committed to ongoing professional education, she has completed the Canadian Securities Course and the Conduct, Practices Handbook Course and Wealth Management Essentials. Claire lives in south Winnipeg with her husband and their two young children.

Our Extended Wealth Management Services Team:
 

Jeff Schultz

Financial Planning Consultant
 
Jeff has a career of over 20 years in the financial industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families.
Jeff's role along with our Advisory Team is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.
 
To schedule a meeting with Jeff Schultz, please contact us!

James Kopp

Estate Planning Specialist
 
James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help achieve wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions. James can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavor, James has access to insurance solutions from the top-ranked insurance providers in Canada. James began his career in the insurance industry in 1998 and is an expert in his field. He is pursuing several professional financial services designations.

Doreen Costantini
 
Financial Planning Specialist
 
Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients. Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning. Doreen believes that planning is critical to helping people meet their financial objectives. Doreens role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients. In appreciation of your valued business relationship with us, your advisor is pleased to offer you comprehensive financial planning with Doreen. RBCs comprehensive financial planning approach addresses your issues and concerns and helps to clarify your objectives. Your analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.

Don Bell
 
Will & Estate Consultant 
 
A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations. Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors. Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics. Donald is also very active in his community where he is involved with a number of charitable organizations.
 
Contact us today!