Dave Kot, FMA

Vice President And Wealth Advisor

306-777-0573 | Email me
306-757-2606
1-800-667-8555

If you need personal guidance with your investment and financial planning needs, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to a full spectrum of investments, including stocks, bonds, mutual funds, and insurance solutions. To find out about the full range of wealth management advice I can provide, please give me a call, my contact information is on the left.

I have been an Investment Advisor with RBC Dominion Securities since 1999. The successful relationship I enjoy with my clients has allowed me to be a member of the RBC DS President's Club in all my eligible years. A native of Regina, and a graduate of the University of Regina, I have fulfilled my goal of making Regina my home and building a successful business in Saskatchewan.

I hold the Professional Financial Planner (PFP) and the Financial Management Advisor (FMA) designations. I am also licensed as a life, disability, and critical illness insurance agent. 

Outside of the office, my wife Tracy and I have 2 children, Owen and Ingrid. We enjoy cabin life on Lac LaRonge, a variety of sports with the kids and are active in the school and local community.

Heather Bachorcik

Associate

306-791-9244 | Email me

Heather has been with RBC Dominion Securities since May, 2011. Before joining RBCDS, she completed her Financial Services Diploma at SIAST, and then worked a term for another investment firm. Heather is licensed as a Registered Representative and can place trades for stocks, bonds, mutual funds, and GIC's. She joined me full time in August 2012 as part of my commitment to providing my clients with a high level of service. Her role focuses on team administration and structure. 

Heather was born and raised in Saskatchewan, and has lived in several communities around the province. She enjoys spending her free time surrounded by friends and family. 

Please feel free to contact Heather for the following:

  • Scheduling Estate and Tax-planning or Insurance Reviews 
  • RRSP/RRIF Withdrawals
  • Cash balances/withdrawals
  • Changes to account information
  • Duplicate documents (tax packages, statements, contribution receipts)

 

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