Lou Valente, MBA, PFP, CFP

Vice-President, Investment Advisor

519-252-4011 | Email me
519-252-3672
1-800-265-0890


Lou graduated from the University of Windsor in 1982 with an Honours Bachelor of Commerce Degree.  He also earned a Master of Business Administration in 1985.  Lou is committed to furthering his knowledge and experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  He has also received his Insurance License.  Lou entered the financial services industry in 1985.  Lou's primary focus in the day-to-day management and review of client's portfolios. 
 
 
 

Betty Ann Valente

Associate Wealth Advisor

519-252-3662 | Email me


Betty Ann's extensive experience has provided her with an in-depth understanding of the industry in general and of the importance of meeting the needs of individual clients.  Betty Ann is committed to furthering her knowledge and  experience having earned the designation of Personal Financial Planner and Certified Financial Planner.  She has also completed the Wealth Management Essentials course and has received her Insurance License.  Betty Ann entered the financial services industry in 1976.  She  focuses her efforts on wealth management, estate planning and financial planning.
 
 

Rachel Sine

Associate Advisor

519-252-4518 | Email me

Rachel graduated from St. Clair College in 2005 with a Diploma in Finance and Accounting.  Rache has been in the financial services industry since 2005.  On a
day-to-day basis Rachel is responsible for all administrative functions that support our clients such as questions or request regarding statements, foreign exchange transactions, cheque request, documentation, tax package & tax slip inquires, etc. 
 

Shannon Row-Ewing

Will and Estate Consultant
 
Shannon works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.
 
Shannon worked in private practice for ten year before joining RBC Dominion Securities in 2010.  She specialized in the areas of Wills & Estate planning, Estate Administration and Real Estate.
 
Shannon graduated from the Univesity of Guelph with a Honors B.A. and received her LLB for the University of Toronto in 1998.  She is a Member of lthe Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society.
 

Rick Squires

Insurance Specialist
 
Rick Squires is a valuable member of our team, helping our clients create and preserve their wealth.
 
Rick employs a comprehensive process to assess clients needs and then recommends creative, tax-exempt insurance products that will help our clients acheive their wealth management objectives.  For more complicated situations, Rick will partner with clients other professional advisors in the development of appropriate solutions.
 
Rick can focus on both personal and corporate insurance solutions to help increase clients net worth and reduce the impact of taxation.  He can also ensure your wealth in transferred to your heirs in accordance with your wishes.  To help in this endeavour, Rich has access to insurance solutions from the top-ranked insurance providers in Canada.
 
Rick began his career in the insurance industry in 1982 and is an expert in his field.  He has acquired the Chartered Life Underwriter, and Chartered Financial Consultant and Registered Trust and Estate Practitioner.
 

Stephen Cecile, CPA, CA

Financial Planning Specialist
 
Stephen attended the University of Windsor where he completed a Bachelor of Commerce degree with a concentration in Accounting.  He is a Chartered Accountant and prior to joining RBC Dominion Securities he worked for a public acconting firm as their tax Manager.  During this time, Stephen specialized in providing an array of tax planning and preparation services, including U.S. cross-border tax compliance, to both individuals and privately owned corporations.
 
Stephen is a member of the Canadian Institute of Chartered Accountants, Chartered Professional Accounts of Ontario and has completed Parts I and II of the Canadian Institute of Chartered Accountants' In-Depth Tax Courses.
 
As a Financial Planning Specialist at RBC Wealth Management Services, Stephen's role if to work with and support your advisor in preparing comprehensive Compass Financial Plans for clients.
 

Phil Boglevsky 

Financial Planning Consultant 

Prior to joining RBC Dominion Securities, Phil held a role with an investment firm incorporating a holistic wealth management approach, with focus given to cash flow management, investments, retirement and estate planning, insurance needs and tax planning strategies. Phil's academic and professional qualifications include and Economics degree, and Diplomas in Finance and Insurance. Phil is a Certified Financial Planner, Fellow of the Canadian Securities Institute, and holds Financial Management Advisor and Canadian Investment Manager Designations. Phil and your advisor offer your comprehensive financial planning which addresses your issues and concerns, and helps you to clarify your objectives. Phil guides clients through a comprehensive financial planning process to deliver a tailored, overall strategy designed to satisfy immediate concerns, as well as long-term security.                                

COMPREHENSIVE FINANCIAL PLANNING
Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning that will assist you in maximizing your situation and achieving your goals.