Leib Zeisler

Vice President And Investment Advisor

403-299-7158 | Email me
403-299-6545
1-800-310-6484

Leib Zeisler has been building wealth for clients at RBC Dominion Securities since 1984. Leib enjoys developing long-term collaborative relationships with clients, and seeing his strategies and recommendations come to fruition. Leib has a BA from Carlton University. He has been a Vice President of RBC DS since 1997, and on the Executive Council for the past fifteen years

Erin Daniel

Associate Advisor

403-299-7164 | Email me

Erin Daniel is responsible for Client Relations and Service. She manages the day-to-day office operations, organizes account administration, updates and monitors client accounts, prepares portfolio reports, attends to client account transactions, and coordinates comprehensive wealth management plans for clients. She began in the financial industry in 2004 and holds a degree in Business Finance from NAIT in Edmonton. Erin has completed the Canadian Securities Course (CSC), the Conduct Practices Handbook (CPH) and the Canadian Investment Manager (CIM) certificate. Erin ensures that our clients receive an exceptional level of personalized services.

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Erika Ramos

Associate

403-299-7096 | Email me

Erika Ramos joined our team as an Assistant after having previously worked as a Customer Service Representative at CIBC, Chinook Branch. Her responsibilities include account administration and client assistance. She holds a degree in General Management from Mount Royal University in Calgary and has completed the Canadian Securities Course (CSC) and the Conduct Practices Handbook (CPH).

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A knowledgeable and experienced portfolio management team

When you put your trust in Leib Zeisler, you are working with a professional who cares. Leib has achieved top-ranking results, award recognition, and offers best-in-class service. We do not advertise. We do not buy business. We only grow by referrals.

We deliver fully customized portfolios based on a clearly defined investment philosophy, reliable execution, and a collaborative personal relationship.

You have access to the resources and expertise of RBC Dominion Securities. This includes an unparalleled selection of investments, plus top-ranked research and strategy, and a team of wealth management specialists focused on providing high-level expertise in financial planning, will and estate review, tax strategy and insurance solutions.

 

Meet Our Extended Team of Wealth Management Specialists

 

Monika Zarzycki, BBA, CA, CFP Financial Planning Specialist

Monika is a Charter Accountant (CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants' In-Depth Tax Course. Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients. Monika's primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.

Jeff Unruh, CMA, CFP Financial Planning Specialist

Jeff has been in the financial planning industry since 2000 providing tax and financial planning services for both individuals and business owners. As a Certified Financial Planner (CFP), Jeff works with and supports investment advisors and their clients at the Dome Tower branch of Dominion Securities. Jeff's focus is on understanding your current financial situation and objectives to identify strategies to help you achieve your life goals.

John Simes, LLB Will & Estate Consultant

John works with your Investment Advisor to provide information on how to structure your estate in an efficient and tax-effective manner. Following your meeting, John will provide a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

Coady Cormier, LLB, CFP, TEP Tax and Estate Planning

Working with high net worth and ultra-high net worth families, Coady's guidance in tax and estate planning supports clients in their relationship with their investment advisor. Coady's background includes the CICA In-Depth Tax Course, a law degree from Dalhousie Law School and a finance degree from Bishop's University. He was called to the Ontario Bar in 1992 and the Alberta Bar in 1998. Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association and the Society of Trust and Estate Practitioners.

Mike Macoun, CLU, RHU Insurance Specialist

Mike employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. He has access to insurance solutions from the top-ranked insurance providers in Canada. He has acquired the Chartered Life Underwriter and Registered Health Underwriter designations and been in the insurance business since 1988.