| Putting You First With a Team Approach

 

You will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the professional assistance you need when you need it.

Jonathan Woolfitt, CIM

Associate Portfolio Manager, Investment & Wealth Advisor

902-893-2586 | Email me

Irteza Hassan

Associate Advisor

902-421-0018 | Email me

Kristal Levernois

Administrative Assistant

902-893-2603 | Email me

Our extended team

 

Mary Ellen Isenor, CA, CFP
Vice President, Financial Planning Specialist 
 
Mary is responsible for providing comprehensive financial planning and wealth management solutions for clients, including cash flow management, tax, retirement, insurance and estate planning.

Mary received her Bachelor of Science from Dalhousie University in 1988 and her Bachelor of Commerce from Saint Mary's University in 1990. She is a Chartered Accountant and has completed and tutored the Canadian Institute of Chartered Accountants' In-Depth Tax Course.

Prior to joining RBC in 2008, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning. 

 

Paul deJager, B.Sc., MBA, CFP, CLU, CHS
Estate Planning Specialist 
 

Paul can help you protect the wealth you have worked to build through innovative insurance-based strategies that minimize the impact of taxes on your estate. Paul has been employed in the financial services industry since 1998, and has extensive experience working with a number of Canada's largest insurance companies.

He is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and holds the Certified Health Specialist (CHS) designation.

 

Heidi Hogan
Private Banker

As Private Banker, Heidi acts as a dedicated relationship manager for her clients and their families. She provides personalized, discreet financial counsel to a select group of clients throughout Halifax and Nova Scotia. Committed to constant improvement, Ms. Hogan has completed the Canadian Securities Course and has earned her Personal Financial Planning and Certified Financial Planning Designations. She holds a Bachelor of Business Administration degree from Acadia University.

 
Sharon Avery, BPR, LL.B
Will & Estate Consultant
 

Sharon earned her Bachelor of Laws degree from Dalhousie Law School in 2006, a Bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986). 

Sharon was in private practice for a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities. 

Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council. She currently serves on the Board of Governors of Mount Saint Vincent University and on the Canadian Bar Association's National Standing Committee for Equality.