Mitesh has been providing trustworthy guidance to his client’s financial future for over 10 years. Through this time, he has built meaningful relationships which in turn have supported the growth of his business.
Graduating from SAIT in 2005 with his diploma in Business Administration, Mitesh completed his Canadian Securities Course (CSC)® and Conduct and Practices Handbook Course (CPH)® and was drawn to the investment and banking industry. He began his career with Scotia Bank becoming a Personal Financial Planner (PFP)® in 2011. Prior to joining RBC Dominion Securities, Mitesh was a Financial Planner with RBC Royal Bank joining Dominion Securities as an Investment Advisor in late 2016 and bringing with him a wealth of knowledge and experience in the investments and financial planning.
When he is not providing advice to clients, Mitesh enjoys camping with his wife, Eva, and their two daughters, Lacey and Halle, as well as hiking and exploring the Canadian Rockies. He is also an avid cook and you can often find him in his Okotoks home kitchen either searching for a new recipe or concocting one of his own.
Joleene focuses her time around client service and is primarily responsible for all client administrative needs, ensuring all regulatory and compliance standards are met.
Bringing with her over 10 years’ experience in customer service, she joined RBC Dominion Securities in November 2014 and completed her Canadian Securities Course (CSC)® and Conduct and Practices Handbook Course (CPH)® becoming fully licensed as an IIROC Investment Representative in February 2017. Prior to joining RBC Dominion Securities, Joleene completed her diploma in Applied Commerce and Management Education at Red River College and began her professional career as a Contract Administrator in the Aerospace industry, later joining Richardson GMP where she began her journey in the investment industry.
Joleene and her husband Jeff enjoy a variety of interests including following Formula 1 racing, driving fast cars and staying active with their dog, Bentley. She also enjoys taking time away from work to get her hands dirty by helping out on the family farm in Manitoba.