Howie Budd

Vice-President & Portfolio Manager

705-743-4332 | Email me
705-745-4516 | Connect
1-800-429-9507


Howie Budd offers a wealth of experience as your Investment Advisor. Howie joined the financial services industry over twenty years ago with RBC and has been providing professional wealth management solutions to high net-worth individuals since. He holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations. He is committed to ongoing professional development, continually enhancing his expertise within the industry to provide clients with the most current and professional advice possible. 
He has also met the highest standards for education, ethics, and experience in the financial services industry by achieving the prestigious designation of Fellow of the Canadian Securities Institute (FCSI).

 

 

Emilie Hawthorne

Associate

705-743-4536 | Email me

Emilie has been working in the investment industry since 2012, starting out as a Cage Administrator in the Ottawa Main office before moving back to her hometown of Peterborough.

She handles all the practical aspects of investing, including account opening, documentation, and the day to day administrative needs of our clients.
 


Budd Wealth Management Team

Joseph Power, LL.B., TEP

Will & Estate Consultant

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.He is an Associate Member the Society of Trust and Estate Practitioners, Ontario, and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in a private practice and served as Will & Estate Consultant with Royal Trust Corporation.He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration, and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will and Estate course.

Kari Ross, FMA

Financial Planner

Kari joined RBC Dominion Securities in January 2007 as a Financial Planner and works in both the Cobourg and Peterborough offices. She holds the Financial Management Advisor Designation and has over 8 years experience in the financial sector with a strong background in accounting and finance.
Kari's role is to prepare and present comprehensive financial plans for clients. The analysis can provide you with specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and ultimately assists you in maximizing your situation and achieving your goals. The personalized report serves as a roadmap to help you make financial decisions in the future. Kari looks forward to helping you with all of your financial planning needs.

Claudia Morrison, PFP, CIM

Regional Trust Advisor

As a Regional Trust Advisor, Claudia Morrison serves clients throughout the Ontario and Atlantic regions and is located in the Ottawa office. Claudia provides strong organizational and relationship-building skills to deliver comprehensive estate and trust solutions for executors, trustees and beneficiaries. Clients appreciate her ability to explain complex concepts of estate and trust administration in terms that they can relate to and with sensitivity.
A graduate of Carleton University with a Bachelor of Arts Honours degree, Claudia has continued to deepen her knowledge and expertise with key industry designations such as the Personal Financial Planner (PFP) and Chartered Investment Manager (CIM) designations. She has also completed the Canadian Securities Course.
Claudia has held various roles in banking, investment counselling and estate and trust administration that provide her with a unique depth of understanding around integrated solutions to meet client needs. With more than 20 years of financial services experience, Claudia brings to each client the necessary skill set to provide both the technical expertise as well as the genuine understanding of the emotional complexities that underlie these issues. Claudia understands that no two clients are the same and so together with her RBC Estate & Trust Services partners, she can find the solution that’s right for you.