The BROWNLEE JOYCE WEALTH MANAGEMENT TEAM

Based in Kingston, we help our clients build, manage and preserve their wealth. Our commitment to a disciplined and comprehensive wealth management process allows us to provide our clients with a clear understanding of all areas of their financial future.

Robert H. Joyce, CPA, CA, FMA, CFP

Vice-President, Investment & Wealth Advisor

613-549-6389 | Email me
613-549-6555
1-800-267-0918

Bob has been advising high net worth families and successful business owners for over three decades in the areas of financial, tax and estate planning. Bob focuses on matching clients' financial objectives to appropriate investments with a view to implementing tax-efficient strategies.

Duncan Brownlee, CIM

Investment & Wealth Advisor

613-549-3497 | Email me
613-549-6555 | Connect
1-800-267-0918


Duncan has been working with business owners and executives for the past 20 years, including 10 years as a business owner himself. He has consulted in the areas of Human Resources Management, Recruitment & Retention, Executive Compensation, and Market Intelligence. Duncan focuses on process to implement total wealth management solutions.
 

Jolene Kirkpatrick

Administrative Assistant

613-549-6370 | Email me


TEAM OF EXPERTS

At RBC Dominion Securites we have more than 200 Subject Matter Experts at the ready to help us better serve our clients. These experts include on-staff lawyers, accountants, and high-net-wealth planning specialists that serve to compliment our clients' other advisors.  
 
 
Joseph Power
Will & Estate Consultant
 
Our Will and Estate Consultant, Joseph Power, can help you address your various estate planning concerns, and recommend the steps you need to take to achieve your goals - whether it's updating your Will, creating a trust, or setting up a charitable foundation. He works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.
 
 
Michael Keyes
Estate Planning Specialist
 
Our insurance consultant, Mike Keyes, can help you protect everything you have worked so hard to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Michael employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help then achieve their wealth management objectives.
 
 
Steve Hunter
Financial Planning Specialist
 
Prepared by our accredited financial planning expert, the Compass Financial Plan provides a comprehensive, customized analysis of your financial situation. It looks at all aspects of your financial affairs, including tax, retirement and estate planning. The Compass Plan will provide specific recommendations focused on your particular needs and will ultimately assist you in maximizing your situation and achieving your goals.