Graeme MacDonald, CIM

Portfolio Manager

204-982-4078 | Email me
204-982-2649 | Connect
1-800-463-9775

Graeme has over 15 years of experience in finance and wealth management, and he has been helping clients at RBC Dominion Securities since 2003.  He graduated from the University of Winnipeg with a Bachelor's degree in Administrative Studies in 2000.  He holds the Chartered Investment Manager designation, as well as the FMA designation in financial planning, both issued by the Canadian Securities Institute. 

Graeme's licencing as a Portfolio Manager allows him to manage investment portfolios for clients on a discretionary basis.  Discretionary investment management is appealing to many clients who do not wish to be burdened with the day-to-day details of managing their wealth, but instead prefer to focus their time and energy on their business, family, and other personal pursuits.  Graeme is licenced to trade options, as well as being an agent in life and accident & sickness insurance.

A set of twins, and their baby sister, keep Graeme and his wife Krista on their toes, and they all enjoy spending time with family and friends at Lake of the Woods.  Graeme has volunteered his time over the past several years with various charities focusing on conservation and the arts.

Jim MacDonald

Vice-President & Director, Portfolio Manager

204-982-2615 | Email me
204-982-2649
1-800-665-0681

Jim has successfully navigated the financial markets and managed investment portfolios for clients for over 45 years.

Jim's licencing within the RBC DS Private Investment Management program allows him to manage portfolios on a discretionary basis. Discretionary investment management can be very appealing to clients who do not wish to be burdened with regular investment decisions, and prefer to spend their time in their business, travel endeavours, family matters, or whatever life may throw at them. Jim is a CIM designate issued by the Canadian Securities Institute. 
 
Jim is actively involved in charitable fundraising activities, and enjoys playing squash, traveling, hunting, and spending time with his family at the lake.

Roland Leung

Associate Advisor

204-318-2963 | Email me

Roland has over 13 years of experience in financial services. He is licenced to trade options as well as being an agent for life and accident & sickness insurance. He has earned the Financial Management Advisor designation in financial planning issued by the Canadian Securities Institute.

He is responsible for the administrative details of our clients and their accounts. He maintains careful and accurate records of all client requests, account transfers and trade details. Our clients can expect Roland to deliver excellent and efficient client service.

Roland and his wife Sarah are kept busy by their three young children. They can be found on the soccer field, hockey rink or in the swimming pools.

 

Jennifer O'Leary

Associate Advisor

204-982-2618 | Email me

With over 30 years of service in the investment industry, Jennifer’s goals include that of striving to deliver the best possible client experience.  Jennifer has successfully completed the Canadian Securities Course and Professional Financial Planning Course. 

 

Outside of work, Jennifer enjoys spending time with her family and is active in her community, volunteering in various organizations.

Jeff Schultz

Financial Planning Consultant

Jeff has a career of over 25 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families.

Jeffs role along with your Portfolio Manager, is to find the financial solution to meet your objectives, both now and in the years to come. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.

COMPREHENSIVE FINANCIAL PLANNING

In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Jeff Schultz. RBC Dominion Securities comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.

To schedule a meeting with Jeff Schultz, please contact your Investment Advisory team.

Doreen Costantini

Financial Planning Specialist

Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, where she assisted advisors with providing high-quality financial planning services to their high-net-worth clients. Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families. Doreen assists clients in addressing all areas of their wealth by using a holistic approach to Financial Planning.

Doreen believes that planning is critical to helping people meet their financial objectives. Doreens role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients. In appreciation of your valued business relationship with us, your advisor is pleased to offer you comprehensive financial planning with Doreen.

RBCs comprehensive financial planning approach addresses your issues and concerns and helps to clarify your objectives. Your analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.

James Kopp

Estate Planning Specialist

James 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, James will partner with your other professional advisors in the development of appropriate solutions.

James 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, James has access to insurance solutions from the top-ranked insurance providers in Canada. James began his career in the insurance industry in 1998 and is an expert in his field. 

Don Bell

Will & Estate Consultant Wealth Management Services

A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.

Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.

Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.

Donald is also very active in his community where he is involved with a number of charitable organizations.