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With over 70 years of combined industry experience, we came together with one goal: to see you succeed in all aspects of your financial life.
Senior Portfolio Manager & Wealth Advisor
“Clients want to be heard,” says Kathy. “I spend a lot of time talking about things other than investments with my clients. Building those relationships helps us truly know what is important to our clients and therefore we can make better business decisions together.”
With over three decades of industry experience, Kathy has built a successful practice managing her clients’ hard-earned wealth. Her approach is principled, proactive, disciplined, and personalized. By truly listening to her clients, Kathy determines how to best support them and turn their goals into success stories.
Always looking for growth opportunities, Kathy prides herself in staying connected with internal and external partners. This allows for collaboration surrounding the development of sound financial solutions tailored to client needs.
Passionate about helping her clients thrive and her community prosper, Kathy is an active Rotarian, a member of the 1000 Islands chapter of 100 Women Who Care, and sits on the board at Brockville Career Services. Kathy and her family live on a rural property just outside Brockville and they enjoy travelling, camping, and boating in the nearby 1000 Islands.
Associate Advisor
A self-described generalist, Adam has always had a broad interest in business and economics. After graduating from the University of Toronto with a Bachelor of Arts (Commerce) degree, he joined the financial services industry.
With more than 30 years of wealth experience, 20+ of which have been with RBC Dominion Securities, Adam leverages his deep knowledge of trusts, investments, and finance to solve complex problems for our clients. As Associate Advisor, Adam is primarily responsible for trading, resolution of tax problems, and client reviews. He is also involved in some of the more complex administration and operations because, as someone skilled in troubleshooting, he enjoys a variety of tasks. He prides himself on being both technical and personable with the ability to educate and empower our clients to reach their financial goals.
True to his varied professional interests, Adam also enjoys a variety of hobbies outside of work.
Associate
For 17+ years, Tracy has been an organizational force in the financial industry. Having studied Business and Office Administration at St. Lawrence College, Tracy worked for a financial planning company before bringing her coveted skill set and insurance experience to RBC Dominion Securities in 2007.
As an Associate for our team, Tracy supports Kathy and her clients by executing a wide range of administrative tasks promptly and efficiently, including documentation, reporting, financial planning, and scheduling. In addition, she continues to learn and challenge herself by enrolling in industry courses.
Outside of work, Tracy enjoys exploring the great outdoors with her husband and two young children.
