Kevin Konar

Vice-President & Portfolio Manager

604-981-6636 | Email me
604-981-6646
1-800-375-0585

As a Vice-President and licensed Associate Portfolio Manager, Kevin has worked as an Investment Advisor with RBC Dominion Securities since 1993. Kevin brings his experience and in-depth planning approach to each client to create customized investment solutions and strategies for high net-worth individuals and their families.


Kevin was born and raised in Vancouver, attending the University of British Columbia, where he earned his BA (Economics). While playing professional football with the B.C. Lions (1980 to 1989), Kevin returned to U.B.C. and completed his Masters of Business Administration (Finance). Kevin also gained valuable industry experience during his football career working for Pemberton Securities as well as a compliance officer for the Vancouver Stock Exchange for 2 years.


Kevin has continued to further his education while working at RBC DS, obtaining both his Canadian Investment Management (CIM) and his Associate Portfolio Manager (APM) designations. These credentials allow Kevin to be a member of a select group of investment advisors that are able to offer discretionary portfolio management services for their clients. To obtain these designations, investment advisors must complete rigorous academic courses plus have extensive experience managing substantial client investment assets over many years.

Kevin has been a regular past guest on CKNW's Money Talks with Michael Campbell as well as a frequent guest presenter at his annual World Outlook Conferences. Over the years, he has also written several investment articles for various financial publications, including the Vancouver Sun newspaper.

Kevin is married and has 4 children and makes his home in North Vancouver. As a former professional athlete, Kevin continues to stay active hiking, biking and playing the occasional squash game.

Brian Moore

Associate Advisor

604-981-6645 | Email me

Brian graduated from the University of New Brunswick in 1993 with a Bachelors of Business Administration, majoring in Economics. After university, Brian moved from New Brunswick to Whistler, BC, where he lived and worked until 1997. He then moved to West Vancouver and joined forces with Kevin as his associate. Brian has over seven years of experience in the financial services sector, working with both the CIBC and Royal Bank before joining RBC Dominion Securities. Brian also holds his CIM (Canadian Investment Manager) and FCSI (Fellow of the Canadian Securities Institute) designations. 

As a licensed representative, Brian is involved in the creation, implementation and monitoring of each client's investment plan, and can provide information and research on any investment-related questions you may have.

Michelle Lee

Associate

604-981-6627 | Email me

Michelle is a licensed associate who holds an Honours Bachelor of Arts degree in Economics and Commerce from the University of Toronto. Prior to joining RBC Dominion Securities in 2013, Michelle earned extensive experience assisting clients with daily needs and providing banking solutions at the RBC Royal Bank as a client advisor.

 

Michelle is fluent in English, Cantonese and Mandarin. She has successfully completed the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH), and is continuously upgrading her professional credentials from the Canadian Securities Institute.    

Kevin and his team are also supported by the following in-house experts who specialize in Financial Planning, Wills & Estates Planning and Insurance Solutions.

Extended Team

Arne J. Perrin, BCOMM. (HONS), CFP
Estate Planning Specialist
 
Helping clients achieve their personal and financial objectives after closely listening to and understanding individual client's needs is the focus of Arne's role.
 
Specialized in estate planning, Arne provides solutions to various wealth management issues using insurance products. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs more efficiently and in accordance with your wishes. To help in this endeavour, Arne has access to insurance solutions from the top-ranked insurance providers in Canada.
 
Arne's Commerce Degree was specialized in Entrepreneurial Management. Together with experience, these unique skills allow him to assist many of our clientele through different stages of their businesses. Committed to lifelong learning, Arne believes strongly in ongoing personal development through education.
 
Arne has been with RBC Dominion Securities Inc. since 2000. He is married with three children Raised in Northwest British Columbia; Arne developed a passion for nature and especially sport fishing. Click here for his bio.
 
Melissa Nagelbach
Will & Estate Consultant
 
Melissa obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008. Prior to joining RBC Dominion Securities, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills, Powers of Attorney and Representation Agreements as well as matters related to the administration of an estate, including applications for Letters Probate and Letters of Administration.
 

Melissa also assisted clients with matters relating to a variety of corporate transactions including incorporations, corporate reorganizations, corporate financing, share and asset purchase and sale transactions as well as the drafting of various corporate commercial documents including shareholder agreements and partnership agreements.

Melissa is a member of the Canadian Bar Association Wills and Trusts Section (Vancouver).

Melissas role with RBC Wealth Management is to work with you and your advisor to review and/or structure your Will, estate and trust matters to ensure that your plan is organized in an effective and tax-efficient manner.

Craig Dale
Financial Planning Specialist
 

Craig is a Chartered Accountant and holds a Bachelor of Commerce (Honours) degree from Queens University and has completed and tutored the CICA In-Depth Tax Courses.

In his previous role as a tax manager at one of the leading international accounting firms, Craig specialized in developing and implementing tax planning strategies for high net worth individuals, their owner managed entities and family trusts with a focus on succession and estate planning. Craig has also assisted with the tax planning for corporate sales, acquisitions, and reorganizations.

Craigs role as a Financial Planning Specialist is to work with and support your advisor in preparing and presenting your comprehensive Compass Financial Plans and to identify and assess any related financial and tax planning concerns you might have.