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Portfolio Manager
Backed by 20+ years of experience with RBC, Janice delivers highly personalized client service and all-encompassing wealth management solutions. These solutions include retirement planning, written financial plans and tax-smart estate plans to efficiently transfer wealth to future generations. Before moving to Ottawa from Toronto in 2003, Janice previously held such roles as Manager of Retail Banking and Risk Management. Janice is passionate about helping youth in her community through the rural youth drop-in and outreach initiative that she created in 2012.
Andras is a seasoned financial analyst with 17 years of experience in wealth management and retirement planning. Since joining RBC Dominion Securities in 2004, Andras has been committed to building trusted, long-term relationships with his clients. He is passionate about applying his investment research capacity to institutional and personal portfolio management. Andras is a Chartered Financial Analyst (CFA) and a member of the CFA Institute.
Associate
As the first point of contact for client requests, Becky ensures a seamless experience. With over a decade of expertise, she proactively manages relationships, facilitates financial planning, and prepares myGPS financial plans while coordinating with our extended team. Detail-oriented and dedicated, she takes pride in exceeding client expectations. Outside of work, she’s a devoted mom to three little ones and a growing collection of indoor plants. She enjoys long walks with her golden-doodle, Winnie, and tending to her perennial garden
Meng graduated from the University of Ottawa with degrees in Finance and Management. He is a CFA Charterholder who began his banking career in 2012, providing banking, lending, investment services, and advice to his high-net-worth clients and their families. In his spare time, Meng enjoys weekend outings with his family, as well as playing basketball, soccer, and video games with friends
Joanne joined RBC Dominion Securities in 2022 with a very strong client service background in the finance and insurance sectors. She will be focused on assisting the Investment Advisors with clients’ inquires, including account openings, funds transfers and contributions. A graduate of the Master of Statistics and Probability at Carleton University, Joanne has also completed Level 1 of the Chartered Financial Analyst (CFA) program. Outside of work, she enjoys cooking, baking and playing the flute. Joanne loves to walk her Chihuahua and go hiking with family.