Mark Coyle, FCSI, CIM, CFP, FMA

Associate Portfolio Manager & Investment Advisor

416-699-4997 | Email me
416-699-2420
1-888-283-8512

Mark Coyle is the trusted advisor to a select number of successful investors and businesses. He specializes in managing the financial affairs of businesses, associations, executives and their family by applying business-like organization to their wealth. He empowers his clients with the financial advice they need to preserve and build upon their assets, achieve their goals and simplify their lives.

Lika Zhu

Associate

416-699-4996 | Email me

Lika looks after the administrative side of the business, responds to client inquiries and places trades. She graduated with a Bachelor degree from Rotman Commerce at University of Toronto and has a strong financial background with many years of industry experience. She has completed Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and is a licensed Investment Representative. Lika is an integral part of servicing our clients.

 

Kira Fulford

Administrative Assistant

416-425-1569 | Email me

Kira has been working at RBC Dominion Securities since 2013. She attended Queen’s University studying Health Sciences and was a member of the varsity sailing team. She is currently studying for her Canadian Securities Course and CPH exam to become a fully licensed associate.

In her spare time, you will likely find Kira racing on a sailboat or alpine skiing on the slopes.

Connie Freitas, B.A., LL.B.
Will & Estate Consultant
 

Connie works closely with me to provide you with information on structuring your estate in an efficient and tax-effective manner, utilising her significant practical experience in the estate planning and administration field, coupled with her financial planning expertise. This allows her to offer guidance on both the tax and personal implications of your estate plan. Connie will provide you with a report outlining various estate planning issues for you to explore in further detail with you own lawyer or accountant.

 
Nadia Ganesh, CFP 
Financial Planning Specialist 

 

Nadias career spans over 17 years in the financial services industry through various roles with a chartered retail bank, RBC Dominion Securities and a boutique investment firm. In 2008 Nadia rejoined RBC as a member of RBC Wealth Management Services, assisting with the preparation of comprehensive financial plans for clients of RBC Dominion Securities.

Nadias accreditations include the Certified Financial Planner (CFP) designation as well as being life and accident & sickness insurance licensed for Ontario. Nadia truly believes a financial plan allows you to analyze your current situation and put strategies in place today, to further enhance and preserve your wealth, minimize taxes, protect your loved ones and create a legacy.

 
Gerald D'Souza, B.Sc., CLU, CFO, CH.Fc.
Insurance Specialist
 
Gerry employs a comprehensive process to assess client needs and then recommends tax-exempt insurance strategies that will help them achieve their wealth management objectives. Gerry 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 that your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Gerry has access to insurance to insurance solutions from the top-ranked insurance providers in Canada.
 

Gerry began his career in the insurance industry in 1975 and is an expert to his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.