Nick Rizzo

Vice President & Portfolio Manager

519-756-4919 | Email me
519-756-3177
1-800-452-6648

Nick is an accomplished Portfolio Manager with over 20 years of experience with RBC Dominion Securities. As a Portfolio Manager Nick is able to use his investment strategy of customizing portfolios for each client's unique situation. His commitment to helping clients achieve their financial goals encompasses money management, financial planning, tax minimization and estate planning. His knowledge, integrity, professionalism and visionary approach has enabled Nick to establish one of the most successful private wealth management practices at RBC Dominion Securities. Nick has earned the prestigious position of Vice-President and is fully licensed to offer clients discretionary wealth management through the exclusive RBC Dominion Securities Private Investment Program.

Heather Poirier

Associate Advisor

519-756-1811 | Email me
519-756-3177
1-800-452-6648

Heather began her career with RBC Wealth Management in June 1998 after 19 years with the Royal Bank of Canada. .
Heather currently holds a BA from McMaster University,the Canadian Securities Course and has completed the Professional Financial Planning course with the Canadian Securities Institute. Heather works closely with Nick organizing the management of client portfolios, communications and compliance for our portfolios.  Heather also helps clients with wealth management planning and is able to assist with issues concerning our financial, retirement and estate planning services.  In 2009, Heather was awarded the Leo award, RBC's highest level of recognition, for her commitment to client service.


 
 

Donna Taylor-Wetherup

Associate

519-756-2511 | Email me

Donna brings over 25 years of experience in the financial services industry to her role as Associate. She holds a Bachelor of Art degree from Wilfred Laurier University and has completed both the Canadian Securities and Conduct and Practices Handbook courses. Donna is our clients' first point of contact for cheque requests, electronic fund transfers, name and address changes, account balance inquiries, RSP, TFSA, and RESP contributions and DS Online. 

 
  
THOMAS SEAH - Insurance Specialist
Thomas, who is a Chartered Life Underwriter, began his career with a leading insurance company in 1984 after he completed his Economics degree at the University of Guelph. He was a President's Club and a Chairman's club producer. As a producer, Thomas received the prestigious award of National Quality Award for many years from the insurance industry's association. .In his present role, Thomas works closely with Investment Advisors and their clients in areas of financial planning and estate planning using innovative and advanced insurance strategies. These strategies help create tax efficiencies within a client's portfolio today to help realize the client's objectives for the future.  
 

SHANNON ROW-EWING  -  Will & Estate Consultant
Shannon worked in private practice for ten years before joining RBC in 2010. She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LLB from the University of Toronto in 1998. She is a Member of the Law Society of Upper Canada, the Canadian Bar Association Estates Section (Ontario) and the Oxford Law Society.
Shannon works closely with Nick to provide you information on structuring your estate in an efficient and tax-effective manner while also identifying various estate planning issues for each individual.