Mark Beverly, B.Sc., CFP

Investment Advisor

506-869-5468 | Email me
506-869-5460
1-800-380-3888

The Beverly Group of RBC Dominion Securities is led by Mark Beverly. After graduating from Trent University with a Bachelor's of Science degree in Economics, Mark began working in Ottawa as an Economist for an industry association. In 1999 Mark returned to Moncton where he worked for a large Canadian bank as a Financial Advisor for three years before joining RBC Dominion Securities in February of 2003.
 
Mark is married to Kezia Williamson and they live in Moncton with their three children Elliott, Wynn, and Rose.  Outside of work Mark enjoys playing soccer, squash, and golfing.  Mark is also heavily involved in fundraising for local charities and sits on; the Board of Directors of the Frye Festival, the Board of Directors of the Food Depot Alimentaire, the Edith Cavell School PSSC, and the New Brunswick District Council of the Investment Industry Regulatory Organization of Canada (IIROC).
 

Vanessa Sims

Associate

506-869-5468
506-869-5460
1-800-380-3888

Vanessa joined the Beverly Group of RBC Dominion Securities in January 2016, bringing with her 12 years of experience in the financial services industry. Her outgoing personality is a compliment to her commitment to the high standard of customer care she provides.


Vanessa shares her home in Berry Mills with her husband  and their beautiful eight year old daughter. When not in the office she enjoys horseback riding, cooking  and cruising in her husband's 1960 Thunderbird.
 
Vanessa is a key member to the Beverly Group as her responsibilities include helping clients with their administrative inquiries, scheduling meetings, and managing all the administrative side of the business.
 

Mona-Lisa Lavallée, CPA, CA

Financial Planning Specialist

Mona-Lisa is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) and has a Bachelor in Business Administration (Major in Accounting) from Université de Moncton. Mona-Lisa has completed the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

Prior to joining RBC, Mona-Lisa was employed as a Tax Manager at one of the world’s leading accounting firms. She specialized in providing personal, corporate, and estate planning services to high-net-worth individuals and their owner-managed entities.

 

 

Jason Lewis, BBA

Insurance Specialist
 
Jason 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. For more complicated situations, Jason will partner with your other professional advisors in the development of appropriate solutions.

Jason can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. Jason can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Jason has access to insurance solutions from the top-ranked insurance providers in Canada.

Jason began his career in the insurance industry in 1996. He is currently pursuing his Certified Financial Planner designation.

 

Sharon Avery, BPR, LL.B

Will & Estate Consultant
 
Sharon earned her Bachelor of Laws degree from the Dalhousie University in 2006, a bachelor of Public Relations degree from Mount Saint Vincent University (1996) and a diploma in Community Services (1986).
 
Before pursuing her law degree, Sharon spent over ten years in senior roles within the not-for-profit sector in the Atlantic Region managing corporate partnerships, community and individual donor relationships and media relations.
 
Sharon was in private practice for a large regional firm, and practiced in the areas of medical defence, health law, estate litigation, Wills, estates, and trusts prior to joining RBC Dominion Securities.
 
Sharon is a member of the Canadian Bar Association and the Halifax Estate Planning Council.  She currently serves on the Board of Governors of Mount Saint Vincent University and on the Canadian Bar Association's National Standing Committee for Equality.
 
Sharon works closely with Mark to provide you with information on structuring your estate in an efficient and tax-effective manner.  Following your meeting, Sharon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

 

 

 
 

In appreciation of your valued business relationship with us, Mark is pleased to offer you comprehensive financial planning. Our comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. Mona-Lisa's role is  to work with and support Mark in preparing and presenting comprehensive Compass Financial Plans for clients.The 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.