Brian Roy

Vice-President & Investment Advisor

705-725-7412 | Email me
705-728-6416
1-866-759-4820

Brian has over 28 years of experience with RBC Dominion Securities Inc. and currently manages over $500 million in assets on behalf of his clients. He is a graduate of the Ivey School of Business Administration at the University of Western Ontario, 1983.

As Vice-President and Director, Brian has been responsible for the tremendous growth of the practice since 1987. His single-minded approach to managing portfolios in a manner that is both conservative and straightforward has earned him the trust of many of the area's most successful individuals. He is consistently recognized by the firm as a member of its prestigious Chairman's Council. Brian and his wife Kaley have three children. He is an avid sports enthusiast and voracious reader. 
 

Maryanne Freethy

Associate Advisor

705-725-7404 | Email me

Maryanne has been in the financial industry for more than 30 years, with over 25 years with RBC Dominion Securities. Maryanne assists Brian with advising clients and reviewing portfolios, as well as contacting clients on pending company mergers and acquisitions.

Through her extensive knowledge of tax and estate planning, she is able to help clients adjust to various life events such as the passing of a family member, consolidating finances upon marriage, receiving a substantial inheritance, or implementing a plan for charitable donations.  She is the first point of contact for such issues.
 
 

Sean Levison

Associate Advisor

705-725-7416 | Email me

Sean began his career with RBC Dominion Securities in the fall of 2001 as a co-op student, followed by several summer internships before being hired full-time in January 2004. 

Sean has earned the Financial Management Advisor (FMA) and Canadian Investment Manager (CIM) designations, and is also a licenced Insurance Representative

He is an active participant in several local charity events, including the Gutsy Walk in support of Crohn's and Colitis Canada, and is also a co-founder of Dragon Boat Barrie.

Sean is responsible for many daily administrative tasks, and is also licensed to take orders and provide investment advice. If you have any questions of an administrative nature such as reviewing client statements, help with tax packages, online access, or other items, please feel free to give him a call. 

Cyndee Jackson

Associate

705-725-7418 | Email me

Cyndee joined RBC Dominion Securities in 1996, obtained her Canadian Securities Licence in 1999, and joined Brian's team in January 2000. With her 20 years of experience and dedication to delivering outstanding client service, she has developed an excellent rapport with clients and is able to effectively assist them with all their administrative needs.

Cyndee has two sons, Corey and Todd, and is an avid hockey fan. She is also involved in fundraising for the Canadian Breast Cancer Society.


 
 

Extended team

Barrington Grey

Insurance Specialist

Barrington Grey is a valuable member of Brian's team, helping you create and preserve your wealth.

Barrington employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives. For more complicated situations, Barrington will partner with your other professional advisors in the development of appropriate solutions. 

Barrington 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 endeavour, Barrington has access to insurance solutions from the top-ranked insurance providers in Canada. 

Barrington began his career in the insurance industry in 1989 and is an expert in his field. He has acquired the Certified Financial Planner and Chartered Life Underwriter designations.
 

Kelly Rivard

Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995.  She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning.  Kelly joined RBC Dominion Securities in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP).

Kelly's significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
 

Janice Walsh

Financial Planner

Janice Walsh (CA, CFP, TEP) will work with you to develop a personalized financial plan. This plan 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. 

Janice joined RBC Dominion Securities in 2005 after holding various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors.