David Boyce, FCA, MBA, CFP

Vice-President & Wealth Advisor

705-523-3108 | Email me
705-523-3726
1-800-461-0120

David has worked in the investment industry continuously for the past 30 years. He joined RBC Dominion Securities in 2000 and was Branch Manager in Sudbury from 2002 to 2012 until he decided to focus full time on his wealth management practice.  David’s clients are primarily business owners and he assists them with all aspects of wealth management, including business succession planning. His clients also include professionals and retirees and he assists them with management of their investments, as well as income tax and estate planning.

Born and raised in Sudbury, David earned a Bachelor of Mathematics degree from the University of Waterloo and an MBA degree from The University of Western Ontario. He obtained his Chartered Accountant designation (now CPA) and was elected a Fellow of the Institute, earning the FCA designation. David has also earned the Certified Financial Planner (CFP), the Chartered Strategic Wealth Professional (CSWP), the Certified International Wealth Manager (CIWM) and the Fellow of the Canadian Securities Institute (FCSI) designations.

David believes in giving back to the community. A board member of the Greater Sudbury Chamber of Commerce, he has served as Chair of the Board as well as of several committees and task forces. David has served as President and longstanding member of the Rotary Club of Sudbury Sunrisers, as a member of the Pension Committee of Laurentian University, and as President and board member of the Sudbury & District Chartered Accountants Association.

Jennie Gauthier

Associate Wealth Advisor

705-523-3133 | Email me
705-523-3726
1-800-461-0120

Jennie began her career with RBC Dominion Securities in 2000 and joined David as his Associate Wealth Advisor in 2003. Jennie’s main objective is to provide high-quality service and administration, and is often the clients’ first point of contact. Working closely with David and our specialists, Jennie helps clients interpret, execute and follow up on their wealth planning strategies and opportunities.

Extended Team

Annett LeBeau

Estate Planning Specialist

Working closely with your advisor, Annett employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. Annett can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Annett evaluates various insurance offerings from Canadas top-ranked insurance providers.  

 

Mouyleng (Mou) Ly, CPA, CA, TEP, CFP 

Financial Planning Specialist

To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Mou Ly, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.

 

Garry Bard, B.A. (Hons.), LL.B., TEP

Will & Estate Consultant

In appreciation of your valued business relationship with us, your advisor is pleased to offer you a complimentary Will & Estate Planning consultation with Garry, a Will & Estate Consultant. Garry works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Garry will
provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.