Mark Grimme, CIM

Portfolio Manager & Investment Advisor

905-469-7066 | Email me
905-469-7005
1-800-567-5615

Mark brings a wealth of knowledge and expertise to his role as an Investment Advisor and Associate Portfolio Manager.  He specializes in customizing financial and investment solutions for his clients.  Mark began his career with RBC in 1991 working in a variety of senior client service roles.  In 2005 he moved into the role of Investment Advisor with RBC Dominion Securities, and has been providing high quality investment and wealth management services to his clients since that time.  Mark holds the designation of Chartered Investment Manager which enables him to provide discretionary investment management services to affluent clients in addition to traditional investment advisory and wealth management advice and services.  He takes a conservative approach, and utilizes the vast network of experienced portfolio and financial planning resources at RBC to develop tailored client solutions.

 
Marks aim is to have his clients sleep peacefully at night, because they are receiving a disciplined, high quality, holistic approach to wealth management.

Extended Team Members

SUZANNE SCHULTZ, CA, CFP

Estate Planning Specialist
 
Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. As an Estate Planning Specialist for RBC, she uses her knowledge of corporate and personal tax to develop personalized insurance solutions to meet the needs of business owners, highly taxed investors, affluent families and other clients. Prior to joining RBC in 2006, Suzanne was the Associate Vice-President of the Tax and Estate Planning Group of one of Canadas leading multi-family office firms. She was previously a Tax Manager at one of the largest professional services companies where she completed her CA designation with an honour roll placing, and completed the CICA In-depth tax course. She has taken numerous courses on tax and estate planning, including masters level courses on U.S. taxes.
 

Suzanne is the co-author of 78 Tax Tips for Canadians for Dummies, host of the HGTV series House Poor and has been a regular guest on the Business News Network. She has written articles and contributed towards publications for the Globe and Mail, National Post, Toronto Star and Hamilton Spectator.

Suzannes areas of expertise include the use of insurance for personal and corporate tax planning, wealth preservation, financial planning, estate planning (including U.S. estate tax) and charitable giving.

 

Catherine P.Z. Nicholls, LL.M., TEP

Will & Estate Consultant

In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you a complimentary Will & Estate Planning consultation with Catherine.

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and estate planning and estate administration.

She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.

Catherine works closely with your Investment Advisor to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

To schedule a meeting with Catherine Nicholls, please contact your Investment Advisor.