Peter Tsang

Associate

416-842-2422 | Email me

Peter joined RBC Dominion Securities in 2005, and has been in the financial industry since 1999. He graduated from the University of Toronto with an Economics degree. He holds the designation of Financial Management Advisor (FMA).

Peter works closely with Jason in the portfolio management process, which involves monitoring portfolio composition and risk management.

In addition, Peter has an extensive service-oriented background in the financial industry, and it is his role within my team to provide accurate, timely, efficient & courteous client service.

In his free time, Peter loves to travel and spend time with friends and family.

Saul Weiss

Associate

416-842-3725 | Email me


Saul Weiss started with RBC Dominion Securities in 2013. Prior to joining RBC, Saul completed a business degree with a specialization in finance and administration. Saul recently completed his Canadian Securities Course. Saul is the main contact point for administrative inquiries and the person to contact if you would like to schedule a meeting, have questions about your account, setup online access and have funds transferred. When Saul is not at work he enjoys playing golf, squash and travelling.
 


Omer Khan

Telemarketing Associate

 

Omer joined RBC DS as a telemarketing associate in 2015. He specializes in developing new, mutually beneficial and prosperous relationships for our team. Omer brings with him many years of experience in the business development and cold calling field. In his free time Omer enjoys practicing mixed martial arts, traveling, and networking.

Kelly Rivard, LL.B., CFP, TEP

Vice President, Will & Estate Consultant
 
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kellys significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
 

Barrington Grey, B.A, CFP, CLU

Vice President, Estate Planning Specialist
 
After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.
 
Barrington has worked closely with a number of Investment Advisors across the GTA by providing them with strategies for creating varying degrees of tax efficiencies within their clients personal and corporate portfolios. He enlists the help of other allied professionals both internally and externally in order to meet and exceed the expectations of the advisors he serves. As a result, the clients of the RBC Financial Group and their respective tax and legal advisors have come to trust and rely upon the knowledge that Barrington has consistently demonstrated with his time at the firm.
 

Prashant Patel, ASA, CFP, TEP

Vice President, High Net Worth Planning Services
 
Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
 
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.

Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.