Donna Conolly

Associate

613-721-4241 | Email me
1-800-423-8812

Donna is an accomplished professional, beginning her financial career in retail banking.

Since joining RBC Dominion Securities in 2001, she has completed key industry courses, and has consistently  advanced her knowledge within the industry in order to provide a super level of service.

She is a vital support for all day-to-day account management. Donna helps clients navigate through the Wealth Management process with a focus on developing long term relationships. Working with an established network of top caliber specialists, Donna provides precise and exceptional service in the areas of investment, taxation, retirement, trust and estate strategies.

Donna loves traveling and has a passion for the outdoors – especially the mountains, having hiked to Mount Everest Base Camp. When she is not in the office, she enjoys family time and keeping active; biking, kayaking, hiking; at home and abroad.

Extended Team

 

 

Joseph Power, B.A., LL.B.

 Will & Estate Planning Specialist

 For our clients with more complex or detailed estate planning requirements, we defer to Joseph (Joe’s) expertise to provide value added solutions. Joseph was called to the Ontario Bar in 1993. Prior to joining RBC, Joseph served as a Will and Estate consultant with Royal Trust Corporation. He is an Associate Member of the Society of Estate Practitioners and a member of the Carleton County Law Association and has been an instructor at the University of Ottawa Law School since 2003.

 

Jonah Rabinovitch, B.A., LL.B., CFP

Financial Planning Specialist

Jonah’s role is to prepare and present the Comprehensive Financial Plans. The plans consider and recommend strategies to protect your financial security, ensure your lifestyle through retirement and help you articulate and quantify your life goals. Jonah completed his Bachelor of Law degree in 2006. He practiced law for 4 years, working with individuals and business owners to implement complex solutions to meet their particular needs. Jonah is a member of the Financial Planning Standards Council and the law Society of Upper Canada.