Glenn Schoenroth, CFA, CIM

Vice President & Portfolio Manager

604-257-7196 | Email me
604-235-9950
1-844-665-9900

Glenn is a Portfolio Manager and Investment Advisor with RBC Dominion Securities. He holds a degree in Economics from the University of British Columbia and has over twenty five years of investment experience in the securities markets, venture capital markets and commercial real estate investment markets. Glenn is a Chartered Financial Analyst (CFA) Charterholder, a member of the CFA Institute and has received his Canadian Investment Manager (CIM) designation. 

Glenn implements detailed wealth management strategies for his clients, and monitors each strategy closely through regular reviews. Helping clients achieve their financial goals is Glenn's number one priority and objective.

Glenn can offer clients discretionary and non-discretionary portfolio management services as an Portfolio Manager with Private Investment Management (PIM).

Sienna Belich, CFA,CIM,B.B.A.

Associate Advisor

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Sienna Belich is an Associate Advisor at Dominion Securities.  Prior to joining Glenn Schoenroth's team in January 2010 she worked for the CEO of Cypress Capital Management Ltd.  Sienna is a Chartered Financial Analyst (CFA) Charterholder, a member of the CFA Institute, has received her Canadian Investment Manager (CIM) designation and is options licensed.

Catherine  Gibbons, BA

Associate

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Catherine Gibbons is an Associate with RBC Dominion Securities. She holds a degree in Economics from the University of British Columbia and is a level 1 Candidate in the CFA Program. Prior to joining the team in April 2016 she worked as a marketing and research associate at StoneCastle Investment Management Inc.

In addition to our Investment Team, we are supported by the following in-house experts who specialize in Financial Planning, Wills & Estates and Insurance Solutions.

Anna-Marie Lyons, MBA, CFP, FCSI, FDS

Financial Planner
Anna-Marie Lyons offers a wealth of professional experience in her role as a Financial Planning Consultant having been an advisor to high net worth clients since 1991.  An MBA graduate from the Ivey School of Business in London, Ontario, Anna-Marie is a Certified Financial Planner, a Fellow of the Canadian Securities Institute and a Financial Divorce Specialist. 


Arne Perrin, BComm. (Hons)

Regional Insurance Specialist

Arne began his career in the financial services industry in 1999. Arne Perrin is an expert in his field, providing his clients with valuable ideas on how to create and preserve their wealth through the use of insurance products.

Arne employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. For more complicated situations, Arne will partner with other professional advisors in the development of appropriate solutions.
Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.


Matthew J. Leggett, CFP, CLU, RHU

Estate Planning Specialist

Matt employs a comprehensive process to assess client needs and recommends creative, tax-exempt insurance products that will help achieve wealth management objectives. For more complicated situations, Matt will partner with other professional advisors in the development of appropriate client solutions.
 
Matt can focus on both personal and corporate insurance planning designed to increase net worth and reduce the impact of taxation. Matt can also ensure that accumulated wealth is transferred to heirs and beneficiaries in accordance with client wishes. To help in this endeavour, Matt has access to insurance solutions from the top-ranked insurance providers in Canada.
 
Matt began his career in the financial services industry in 1995 and is an expert in his field. Matt graduated from Bishop's University in 1994 with a Bachelor of Arts degree. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Registered Health Underwriter designations.


Melissa Nagelback, LL.B.

Will & Estate Consultant

Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008.
 
Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration. Melissa also assisted clients with matters relating to a variety of corporate reorganizations, corporate financing, share and asset purchases and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.
 
Melissa is a member of the Canadian Bar Association Wills and Trusts Section. 


Tony Markin, MBA, CA, CFP, TEP

Financial Planning Specliast

Tony has worked in the Financial Industry for more than 20 years. Most of Tonys experience has been in working with high net worth clients, both personal and corporate, to help them achieve their financial goals. Tony believes in a holistic and comprehensive approach to Financial Planning and provides advice in the areas of tax minimization, estate planning, business succession, and intergenerational wealth transfer.

A Chartered Accountant and Certified Financial Planner, Tony holds a Masters in Business Administration specializing in Global Asset and Wealth Management.

Tony has completed the Canadian Institute of Chartered Accountants In-depth Tax Course and the Canadian Tax Foundation Estate Planning Course. He is a member of the Canadian Tax Foundation, The Society of Trust and Estate Practitioners (Canada), and Advocis.