Lisa Fernandes, PFP

Lisa Fernandes, PFP

Wealth Advisor

403-266-9631 | Email me
403-299-6513 | Connect
1-866-440-8291


Lisa offers a wealth of experience as your Financial Planner and Investment Advisor.  Her career of 25 years in the financial services industry has prepared her for this role.  She has earned the trust and confidence of her clients through a highly personalized and conservative approach to wealth management.  Lisa is now able to combine her financial knowledge, expertise and devotion to providing outstanding service with the resources of Canada’s leading provider of wealth management – RBC Dominion Securities.

 

Lisa is committed to continually building upon her expertise so that she can provide you with the most up-to-date research the industry offers.  In keeping with this commitment, she has earned the professional designation of Personal Financial Planner and has completed the Canadian Securities Course.

 

Lisa strongly believes in giving back to the community by volunteering with the Calgary Humane Society, Dale Carnegie, and Junior Achievement.

Darmidy Goodine, BA (Hons)

Associate

403-441-0100 | Email me

Darmidy began her career in finance in 2010 and joined RBC Dominion Securities in 2017. She has held positions within the retail, wholesale, and wealth divisions of the financial services industry, which has helped her develop a diverse skill set when it comes to money management. She really enjoys connecting with clients and being a part of their financial success.

 

Darmidy is a graduate of the University of Windsor with a Bachelor of Arts (Honours) in International Relations and Development Studies. She has also completed the Canadian Securities and Investment Funds in Canada courses through the Canadian Securities Institute.

 

Outside of the office, Darmidy spends her time volunteering with the Calgary Zoo and the Calgary Humane Society, traveling, and working on her photography skills. 

Our Extended Team


John Simes, LL.B
Will & Estate Consultant

John attended the University of Manitoba and received a Bachelor of Laws degree in 2002. Prior to joining RBC Dominion Securities, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, wills, trusts, powers of attorney, and personal directives. John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

 

Kelly Kotello, B. Comm., CA
Financial Planning Specialist

Kelly is a Chartered Accountant (CA) with over ten years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1 and 2 of the CICA In-Depth Tax Course.

Prior to joining RBC, Kelly was a tax manager at one of the leading international public accounting firms where she specialized in providing tax preparation and tax planning to individuals, owners, managers, corporate, and high net worth clients.

Kelly's role is to work with and support Lisa in preparing and presenting comprehensive Compass Financial Plans.

 

Coady Cormier, BBA, LL.B, TEP
Ultra High-Net-Worth Planning Specialist

Coady has assisted high-net-worth and ultra high-net-worth families with tax and estate planning since 1992.  His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts. His expertise includes tax and estate planning for executives, business owners, professionals, retirees, and individuals with U.S. issues. Coady's background includes the CIAC In-Depth Tax Course (Parts I, II and III), a law degree from Dalhousie Law School, and a finance degree from Bishop's University. Called to the Ontario Bar in 1992 and the Alberta Bar in 1998, Coady honed his expertise as a tax, legal, and estate professional in private practice, in government, and with a trust company. Coady is a member of the Canadian Tax Foundation, the Canadian Bar Association (Southern Alberta Branch, Tax Specialist and Wills Sections), and the Society of Trust and Estate Practitioners (Canadian Chapter, Calgary Branch). He holds a full Life Insurance Licence in Alberta.

 

Michelle Kasper, TEP, CFP, PFP
Senior Trust Advisor

As a Senior Trust Advisor, Michelle serves clients throughout Southern Alberta. Michelle has been a trust professional since 1995, and provides leadership and direction on Trust and Estate matters. Michelle works with individuals, families, and businesses to provide customized estate, trust, and incapacity solutions. Whether it is helping someone to settle an estate, establishing a trust to ensure the successful transfer of family assets, or arranging to assist with the administration and responsibilities for a Power of Attorney, Michelle can help.

A graduate of the University of Calgary with a Bachelor of Arts degree, Michelle has continued to deepen her knowledge and expertise with key industry designations including the Trust and Estate Planner (TEP), Certified Financial Planner (CFP), and Personal Financial Planner (PFP). Michelle is also a member of the Calgary Estate Planning Council.

 

Leisa Fels, CFP, CLU, CHS, FCSI
Estate Planning Specialist

Leisa has over 20 years of investment and insurance industry experience. Working collaboratively with Lisa, she has an innate ability to connect with clients to discover their core values, and then customize financial solutions to protect those values. Born and raised in Australia, Leisa is married with 4 children and lives in the Foothills of Alberta.