Dave Llewellyn

Vice-President, Investment Advisor

604-881-8530 | Email me
604-888-6504
1-866-864-9812


Dave is a graduate of the University of British Columbia's Commerce Program, with a major in finance. He is a Fellow of the Canadian Securities Institute (FSCI), a Certified Investment Manager (CIM) and is a licensed Life Insurance Level II agent. 

Dave joined Pemberton Securities as an Investment Advisor in 1983 and assumed the added responsibility of Branch Manager in 1988 - a position he held until April 1, 2003. In 1989 Pemberton Securities was acquired by RBC Dominion Securities and Dave was appointed Vice President in 1990. 

Dave is an avid reader and also enjoys various outdoor activities including skiing, fly fishing and cycling with his wife Lee Ann and three children.
 

Donna Lum

Associate Advisor

604-881-8532 | Email me


Donna graduated from BCIT – Financial Management in 1980. She started her career at the Vancouver head office of Pemberton Securities in 1981.
 
Donna has always had an interest in options - she worked in the Options Clearing dept for several years and then moved down to the VSE trading floor as an Options Market Maker.
Moving over to the retail side of the industry in 1996, Donna has held many positions in the Langley Branch on top of being a fully-licensed Associate Advisor. She joined the Dave Llewellyn Wealth Management Group in 2003.
 
Donna is married with 2 grown children.  She enjoys golfing, hiking and dragonboat paddling.

Tricia Churko

Administrative Assistant

604-881-8531 | Email me

Tricia began her career as an associate with RBC Dominion Securities in 1999 in the downtown Vancouver office.  After starting a family, Tricia took a role as a Financial Planner at RBC to be closer to home.  She returned to RBC Dominion Securities in 2013, to the Langley branch.  Tricia is fully licensed to trade securities.  Tricia assists the team in client management, trading and administrative matters. Tricia enjoys the outdoors, camping, baseball and travel with her husband Jerrimya and her 2 boys.