Janine Beaudoin, CFP, FCSI, FMA | Wealth Advisor
Janine began her career in the financial services industry in 1985 as a part-time bank teller. She soon moved on to other areas within the banking system and found her passion when she embraced wealth management. Janine has completed the Professional Financial Planning Course, passed the Wealth Management Essential course with honours and obtained her Certified Financial Planner designation. She is also a Fellow of the Canadian Securities Institute, which is the pinnacle credential and highest honour in Canadian financial services.
Today, Janine is a wealth manager who assists individuals, families and business owners in the Nanaimo, Duncan, Ucluelet and Tofino areas with the creation and preservation of wealth. Janine's wealth management practice encompasses investment portfolio management, financial planning, retirement and estate planning and business succession strategies.
Janine is happily married to her husband Claude, and together they have raised five children. Outside of work they enjoy traveling the world, RV-ing with their two dogs and spending time at their condo in Ucluelet.
Janine loves music of all kinds and is an accomplished musician having started playing the clarinet in elementary school. She is a past member of the Nanaimo Concert Band, Canada's oldest continuing community band.
Caroline Moncrieff |Administrative Assistant
Caroline Moncrieff is originally from London Ontario by way of Calgary Alberta and has recently relocated to Nanaimo. With over 20 years of Industry experience she brings a wealth of knowledge and experience and looks forward to helping clients with their financial needs. Caroline enjoys crafts, hiking, exploring Vancouver Island and being on the water. Caroline is currently pursuing her CSC.
Sandra Odgers, CFA, FMA, FCSI | Financial Planning Consultant
With a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner (CFP). As such, Sandra is well equipped to provide you with financially sound and honest advice. Supporting her belief that true wealth management comes from fully understanding a clients goals, values and priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing long-term considerations.
Tim Greengoe, MBA, CFP, CLU, CHS | Estate Planning Specialist
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor’s degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Magnus.
Grace Lai, B.A., LL.B. | Wills and Estate Consultant
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.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin. Grace would be pleased to work with you and your advisor to structure your estate in an effective and tax-efficient manner..