David Vannucci

Vice-President, Investment & Wealth Advisor

250-356-4805 | Email me

David joined RBC Dominion Securities in 2005 and began his career in the investment industry in 1996. David believes that preservation and enhancement of your wealth relies on understanding every aspect of your financial picture.

David uses a wide range of personalized wealth management services to provide you with flexibility, choice, and peace of mind. Personalized service and clear communication are the foundations of his practice.

Our Consultants:

Stephanie Dean - Financial Planning Consultant

Stephanie has extensive knowledge and experience in financial planning. She has obtained the Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officer’s Course to complement her expertise.

An advocate of advanced education, Stephanie has volunteered with the Financial Planning Standards Council to develop the most recent Financial Planning Examination Level 2 for the CFP certification program.

Grace Lai - Will & Estate Consultant

Grace works closely with your advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003.
She was called to the British Columbia Bar in 2004.

Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.

Charissa Tehrani - Financial Planning Specialist

As a Financial Planning Specialist, Charissa’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial and tax planning concerns you might have.

Coming from one of the major global accounting firms, Charissa brings a broad range of experience. In her previous role, she spent many years working with private companies, individuals, trusts, and partnerships. Her work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. In addition to this, she consulted for a national human capital firm, providing financial planning services for individuals transitioning out of the workplace.