Gallivan Wealth Management

Mark Gallivan, CPA, CA, CFP

Vice President | Portfolio Manager

613-721-6033 | Email me

Donald Moore, FCSI, CFP

Investment Advisor

613-721-4248 | Email me

Christos Koutsavakis, CIM,MA

Associate Advisor

613-721-4501 | Email me

Corinne Farndale, Br. Jr. Dip, BA

Associate

613-721-8928 | Email me

Peter Gallivan

Associate Advisor

613-725-3319 | Email me

Andrea Strayer

Associate

613-721-7441 | Email me

Our Extended Wealth Management Team:

Joe Power, B.A., LL.B | Will & Estate Consultant

Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether it's updating your Will, creating a trust or setting up a charitable foundation. Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991, and was called to the Ontario Bar in 1993. He is an associate Member of The Society of Trust and Estate Practitioners. Joseph was an instructor for the Ontario Bar Admission Course in Estate Planning and has been an instructor at the University of Ottawa Law School since 2003 teaching the Law of Succession.

Jonah Rabinovitch, B.A., LL.B., CFP | Financial Planning Specialist

At RBC Dominion Securities, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Jonah Rabinovitch, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation.

Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs. Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.

Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada. As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.  

Michael Keyes, B.Comm, CLU | Estate Planning Specialist

Michael works closely with us in areas of financial planning and estate planning using innovative and advanced insurance strategies. These strategies help create tax efficiencies within your portfolio today to help realize your objectives for the future.

Michael began his career in the life insurance business in 1990 and joined RBC Dominion Securities in 1997. He is a memeber of the Canadian Association of Insurance and Financial Advisors (CAIFA) and is a Chartered Life Underwriter (CLU).