Jesse Brewster, FMA, CIM

Vice-President & Portfolio Manager

403-299-7024 | Email me

As your primary point of contact, Jesse focuses his efforts in the areas of wealth management strategies, portfolio construction and investment management. Starting his financial career in 1999 while working for an insurance company, Jesse joined RBC Dominion Securities in 2001 while still in B.C., later transferring to Calgary. He has completed his Canadian Securities Course, Professional Financial Planning Course and the Wealth Management Techniques Course which has led him to earning the Financial Management Advisor (FMA) designation. He also holds the Chartered Investment Manager (CIM) designation which allows him to manage investment portfolios on a discretionary basis. To help implement wealth management strategies, Jesse holds full Life and Accident & Sickness Insurance licenses in Alberta. Please click here to learn about our fundamental views on money management.

Born & raised in the Kootenays of B.C., Jesse moved to Calgary in 2002. He now resides on an acreage south of Calgary near DeWinton with his wife Tara & two young daughters. When not in the office (and not in a suit), he can often be seen wearing a pair of rubber boots spending time with his girls, enjoying all that 'country life' has to offer.

 

Paulo Dacosta

Portfolio Manager

403-299-7024 | Email me

Tama Hall

Associate

403-299-6993 | Email me

Tama joined our team at RBC Dominion Securities in 2013. She is a Bachelor of Arts graduate from Carleton University and has over has over 25 years experience in the banking and securities industries. During her career, she has worked for many major Canadian financial institutions in a variety of roles giving her a depth of knowledge and understanding our clients have come to appreciate. Tama is responsible for coordinating our Wealth Management services (Retirement Planning, Will & Estate reviews), new account openings, administrative requests, trade execution and general account inquiries.

In her spare time, Tama enjoys spending time outdoors with her husband and two children. They enjoy camping, hiking and boating and can often be seen in the Koocanusa area of B.C.

Diane Brummund

Associate

403-355-6649 | Email me

Diane has worked at RBC Dominion Securities since 2010, having recently joined our team in 2016. She graduated from the University of Lethbridge with a Bachelor of Science degree, has since completed her Canadian Securities Course and is currently working on completing some investment management techniques courses. Her role on the team is to assist in portfolio management, trade executions, administrative requests and general account inquiries. 

Our Extended Team


Kelly Kotello, CA

Financial Planning Specialist

Kelly Kotello is a Chartered Accountant(CA) with over 10 years of post designation experience. Kelly completed her Bachelor of Commerce Degree (minor in accounting) at the Haskayne School of Business a the University of Calgary. She has also completed Level 1 & 2 of the CICA In-depth Tax Course and she has recently earned her Certified Financial Planner Designation

Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning for individuals, owner-managers, corporate and high net worth individuals.

Kelly acts as a consultant within Jesse's team and her role is to work with Jesse in preparing and presenting comprehensive Compass Financial Plans.

 

John Simes, LL.B

Will & Estate Consultant

John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

John works closely with Jesse to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, John will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

 

Eric Milner, CLU, CHS

Wealth Transfer Specialist

Eric is a valuable member of Jesse's team, helping you create, preserve and increase your wealth by incorporating insurance solutions into your comprehensive financial plan. He is able to provide innovative and tax-efficient solutions to various wealth management needs.

Having begun his career in the financial services industry in 2003, Eric has a diverse range of experience working in both sales and management positions, within a variety of Canadian life insurance companies. He joined RBC WM FS in 2014.

With experience in both personal and corporate insurance planning, Eric is able provide unique and customized solutions to meet your needs and maximize the financial and tax advantages of insurance products. He focuses on wealth management solutions to manage financial risk, business succession planning and maintaining family harmony, and assist in the realization of philanthropic goals.

Focused on continual learning, Eric obtained a Bachelor’s degree (BA) from Ambrose University College along with a number of industry designations including the Chartered Life Underwriter (CLU) in 2012, followed by the Certified Health Specialist (CHS) in 2014. He has also completed and obtained the Canadian Investment Manager (CIM) designation in 2010. Along with the above educational pursuits, Eric is also a member of ADVOCIS, The Financial Advisors Association of Canada, which is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada.

Eric lives in Calgary with his wife and four children and enjoys an eventful social life. He is actively involved in community organizations and is an avid reader.

 

Coady Cormier, BBA, LL.B, TEP

Ultra High Net Worth Planning Specialist

Coady works closely with Jesse to identify strategies and solutions for our Ultra High Net Worth families who have investable assets in excess of $10 million dollars or those with an overall net worth of $25 million dollars or more.

Coady's background includes the CICA In-Depth Tax Course (Parts I and II), a law degree from Dalhousie Law School and a finance degree from Bishop's University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal and estate professional in private practice, in government and while with a trust company.

Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections) and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a Full Life Insurance Licence in Alberta.