MichelleĀ DeGeer, CIM, FCSI, PFP

Portfolio Manager & Wealth Advisor, Financial Planner

705-725-8356 | Email me
705-527-6131 | Connect
1-833-720-5807

Michelle DeGeer has worked in wealth management for over 20 years, joining RBC Dominion Securities in 2014. She holds a Bachelor of Business Administration from Acadia University, as well as her Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and  Portfolio Manager designations. She is options and insurance licensed, and holds her Professional Financial Planning (PFP)designation. A lifelong learner who believes in education as a tool for success, Michelle is always striving to gain knowledge and experience in her field.

Michelle specializes in the creation of personalized investment portfolios and takes a holistic approach to financial planning. Highly skilled in a diverse range of wealth management services, Michelle offers expertise in financial planning, estate planning, education funding, business succession, retirement planning, tax, insurance and segregated funds, as well as philanthropic planning. She is a discretionary portfolio manager and has a genuine passion for investment management. Offering comprehensive, personalized services, Michelle works hard to ensure that each client’s entire financial house is in order and that it will stay that way regardless of the market environment.

Relationships are important to Michelle, who takes great pleasure in helping her clients achieve their financial goals. She strives to deliver convenient, stress-free wealth management that adds value not only to their financial plans, but to their entire lives. Creating relationships built on trust and mutual respect, Michelle gets to know her clients as individuals in order to best meet their unique needs.

Michelle enjoys spending quality time with her two sons, Erik, and Jeremy. She was a member of the Air Force for five years and remains connected to that community. 

To learn more about wealth management services by Michelle DeGeer or to arrange a complimentary consultation, please contact us – we’d be happy to hear from you.

Chris Machan

Financial Planning Consultant

Chris Machan is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FSCI) with an extensive background in personal wealth management. Chris specializes in working with clients to identify issues and provide recommendations that address cash flow, tax strategies, investments, retirement, and estate planning. As a valued member of Michelle DeGeer’s extended team, Chris provides support in the creation of comprehensive financial plans, helping clients reach their long-term objectives.

 

Colin Ardill

Estate Planning Specialist

Colin Ardill is an integral part of the RBC DS team who supports clients in their personal and professional wealth management needs. He excels into finding innovative ways to incorporate insurance solutions into financial plans, employing these solutions as a means to optimize financial security, reduce the impact of taxation at death, and ensure optimal intergenerational wealth transfer. Colin works with Michelle DeGeer to create personalized, effective insurance elements within each client’s comprehensive financial plan and is a valuable member of our extended team.

 

Kelly Rivard

Will & Estate Consultant

Kelly Rivard earned her law degree in 1993 was called to the bar in 1995. Specializing in estate litigation and planning, Kelly joined RBC in 2003 and received her Certified Financial Planner (CFP) designation in 2008. She is a member of the Society of Trust and Estate Practitioners as well as the Upper Canada Law Society. As an integral member of Michelle DeGeer’s extended team, Kelly assists clients in structuring their estates in an efficient and tax-effective manner. Kelly’s experience in both law and finance are of great benefit to clients, adding value to their personalized financial plan.

 

Janice Walsh

Financial Planning Specialist

Janice Walsh is a Chartered Professional Accountant (CPA), Chartered Accountant (CA), Certified Financial Planner (CFP) and a member of the Society of Trust and Estate Practitioners. She holds a BBA from Wilfrid Laurier University, as well as Chartered Life Underwriter and Chartered Financial Consultant designations. As a member of the RBC DS team, Janice specializes in financial planning with a focus on taxation strategies and solutions. She is also extremely skilled in issues relating to cash flow, intergenerational wealth transfer, retirement and philanthropic giving.