David Gauthier

Vice-President, Investment Advisor

902-566-5544 | Email me
902-566-1569 | Connect
1-800-463-5544

David Gauthier has been in the investment industry for over 33 years.  Along the way, David has gained valuable experience working in Edmonton, Lethbridge, England, Halifax and Charlottetown.  David, the former branch manager at RBC DS in Charlottetown, takes a value based approach when it comes to his investment strategy which he considers to be the most beneficial in achieving his clients’ long term goals.  He specializes in designing “income portfolios” for clients looking to retire in the near future and “growth portfolios” for clients who want to grow their investments in preparation for their future retirement.  David’s goal is to deliver stable long term returns by investing in good quality blue chip stocks that have a history of increasing their dividend.

Liam Gauthier, BSc CIM

Associate Advisor

902-566-5544 | Email me
902-566-1569 | Connect
1-800-463-5544

Liam is an Associate Advisor who assists individuals, families and businesses on Prince Edward Island with the creation and preservation of wealth. He is eager to meet new people to help them work toward their savings and investment goals.

Connie McQuillan

Associate

902-566-5544 | Email me

Connie McQuillan has been working with RBC Dominion Securities as an Associate since 2002.  She handles the administration duties and will often be your first point of contact.  Connie is an experienced Associate and is dedicated to providing the highest quality service to all clients.

Nathalie Wybouw, MPM, CA

Financial Planning Specialist

Nathalie is a Chartered Accountant (CA) and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course (Level 1 and 2). She has a Bachelor in Business Administration (Major in Finance), a Certificate in Accounting and a Master in Project Management.

Prior to joining RBC, Nathalie was a manager at one of the large public accounting firm. She specialized in providing tax compliance services and tax planning to individuals and their owner-managed entities.

As a Financial Planning Specialist, Nathalies role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.


Kendrick Keirstead, CFP, FMA, CSWP

Financial Planning Specialist

Kendrick holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Strategic Wealth Professional (CSWP) designations. He has also completed several courses from the Canadian Securities Institute and has a wealth of knowledge in helping clients build wealth and achieve their financial goals. Prior to joining RBC Dominion Securities, Kendrick developed extensive experience in the financial services industry. His professional experience includes retail banking and wealth management services with a leading trust company and national Canadian bank. He has also helped clients with financial planning as a Financial Advisor with a Canadian chartered bank.

His background in wealth management is a valuable asset to clients who want an effective financial plan that helps them achieve their goals and maximize their wealth. Kendricks role is to work with and support your Investment Advisor in preparing and presenting comprehensive and customized financial plans.


Jason Lewis, BBA

Insurance and Estate Planning Specialist

Jason Lewis, BBA, is a valuable member of your advisors team, helping you create and preserve your wealth.

Jason began his career in the insurance industry in 1996 when he graduated from the Universite de Moncton with a BBA in Finance and Economics. He joined RBC in 2006 after nine years with a leading Canadian insurer.

Jason works closely with advisors to integrate insurance into their practice and speaks regularly at client seminars and special events within the community. He works closely with clients accounting and legal advisors to insure proper proposals meet clients needs.

Jason has his Bachelor of Business Administration (BBA). He is currently pursuing his Certified Financial Planner designation and is a member of Advocis, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.


Sharon Avery, LL.B.

Will and Estate Consultant

Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986).

Before pursuing her law degree, Sharon spent over ten years in senior roles within the not-for-profit sector in the Atlantic Region managing corporate partnerships, community and individual donor relationships and media relations.

Sharon was in private practice with a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.

Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and on the Canadian Bar Associations National Standing Committee for Equality. Sharon has volunteered with numerous charity and community organizations over the years. She chaired Mount Saint Vincents Project 2012 capital campaign Business and Tourism Committee and has served on Boards for many charities including Dalhousie Legal Aid Clinic, Spina Bifida Association and Crime Stoppers Nova Scotia.

Sharons role is to work with and support your advisor by providing you with information on structuring your estate in an efficient and tax-effective manner.