Lee Wetherall

Investment Advisor

613-549-1730 | Email me

Lee has been providing Wealth Management advice to her clients since entering the investment industry in 1996. In recognition of her success in helping her clients achieve their financial goals through a disciplined planning approach, Lee has been appointed a Vice President of RBC Dominion Securities and has been a member of the Director's Council and Executive Council since 2005.
 
After graduating from the MBA program at Queen's University, Lee worked for over a decade as a business analyst with a large multinational corporation. Since beginning her career at RBC Dominion Securities Lee has continued to focus on education and has earned the Financial Management Advisor designation from the Canadian Securities Institute. As an Investment Advisor, Lee's focus is on helping clients determine their needs and recommending appropriate wealth management solutions.
 
In addition to working for RBC Dominion Securities as an Investment Advisor, Kingston residents may remember Lee as the Financial Reporter for the CKWS Evening News. Lee puts a great deal of effort into helping her community, including fundraising for charitable interests and supporting the performing arts. She has served on the Board of Directors for Almost Home. As Chair of Operation Leo's Share committee she helped raise over $100,000 for the Kingston General Hospital Foundation. Lee is also involved with the Queen's University Alumni Association and is a strong supporter of the United Way.

Peter Galbraith

Associate Advisor

613-549-2366 | Email me

As an Associate Advisor, Peter helps individuals and families build wealth and prepare for the future. Peter has been at Dominion Securities since the age of 16, working as a summer student and becoming familiar with the practice since that time. He enjoys learning each client's unique story and working with them to develop an investment strategy that will meet their needs throughout their lives. 

After completing a rigorous combined B.PHE and B.Sc program, Peter completed his M.Sc at Queen's University. While in university Peter was a dual sport athlete competing with the Men's Volleyball Team and the Men's Ultimate Team. His dedication on the field of play is matched by his passion for working with people and seeing them, and their wealth grow. Unlike most advisors that you'll meet, Peter also boasts a background in teaching, having spent two years teaching at a private school in Kingston. He works with clients to ensure that they understand their investment strategies and how their choices will help them build their future. Having completed the Canadian Securities Course, Peter is ready and eager to work with you.

Outside of the office Pete can usually be found playing with his new daughter, Ava, or near an ultimate pitch. He coaches the Leahurst College Mixed team as well as the Queen's Men's Team having led the latter to a National Championship in 2015 and 2016. As a player Peter has participated in the PanAmerican Ultimate Championships in Mexico, finishing 4th against some of the best teams in the world.

Jennifer Stone

Associate

613-549-3236 | Email me

Jennifer graduated from Trent University in 1983 and has served in various administrative positions in the financial services industry both in Toronto and in Ottawa. After moving back to Kingston where she grew up, she joined RBC Dominion Securities in 1999 and is licensed to trade securities. As an associate, Jennifer is responsible for looking after the administrative side for Lee's clients, including: arranging appointments, responding to phone calls, preparing client reviews, sending research to clients, providing stock quotes, entering trades, issuing cheques, handling tax inquiries, and wiring funds to clients bank accounts, just to name a few.

Away from the office, Jennifer enjoys living in the country north of Kingston with her husband, David, and keeps busy with her four grown children and one granddaughter. In her spare time, Jennifer enjoys swimming, baking, gardening, camping and spending weekends at their family cottage. In addition, she has volunteered her time organizing fundraising events in support of the United Way.

 

Extended Team

 
Joseph Power
Will & Estate Consultant
 
Joe Power is the Estate Consultant for RBC Dominion Securities in Eastern Ontario. Joe works exclusively in the area of estate planning. Joe can provide advice on the most efficient and taxeffective strategies for the distribution of your estate. This culminates in a formal written plan which provides direction to your lawyer for drafting your will and guiding you through the complexities of estate plannning.
 
Joe's background includes a law degree from the University of Western Ontario. He was called to the Bar in 1993 and is a member of the Law Society of Upper Canada, the County of Carleton Law Association, and the Ottawa Estate Planning Council. Joe has been an instructor in Estate Law at the Bar Admission Course and is an instructor at the University of Ottawa Law School teaching Wills and the Law of Succession.
 

 
Michael Keyes
Insurance Specialist
 
Michael Keyes is a valuable member of our team, helping our clients create and preserve their wealth. Michael 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 in accordance with your wishes. To help in this endeavour, Michael has access to insurance solutions from the top-ranked insurance providers in Canada. He began his career in the insurance industry in 1990 and is an expert in his field. He has acquired the Chartered Life Underwriter designation
 
Michael employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Michael will partner with your other professional advisors in the development of appropriate solutions.