Pat McConnell, CFP

Vice President & Investment Advisor

705-360-4471 | Email me

Pat believes in making things simple for his clients. He begins with understanding their personal and financial goals, including a complete review of their current investment plan. He gives a long-term commitment to ongoing portfolio management and client service. Pat specializes in Retirement and Estate-Planning services, as well as, all aspects of insurance needs.

Brigitte Pelletier

Associate Wealth Advisor

705-360-4471 | Email me

Brigitte is dedicated to a high standard of client service.  She has been in the financial services industry for over 13 years.  Her primary role is to assist in the day-to-day activities of your wealth management, including portfolio reviews, investment research and setting up client meetings.  She is bilingual and  fully licensed to execute all securities transactions and give advice through Pat.  We are confident she will be a great contact for all your account or investment management needs.  Brigitte has completed several industry courses throught the Canadian Securities Institute, including the Canadian Securities Course, the Conduct and Pratices Handbook,  Wealth Management Essentials and the Financial Planning Supplement.

Annette Lebeau, EPC 

Estate Planning Specialist

Annett LeBeau is a valuable member of your advisor's team, helping you create and preserve your wealth. Annett began her career in the insurance industry in 2000 and is a specialist in her field. She has acquired the Elder Planning Counsellor (EPC) designation.

Comprehensive Insurance Planning

Working closely with your advisor, Annett employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them. For more complicated situations, she works with your other professional advisors in the development of appropriate solutions.

Annett can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Annett evaluates various insurance offerings from Canada's top-ranked insurance providers.

 

Steve Mogdan,CA,CFP 

Financial Planning Specialist, Wealth Management Services

Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Accountant (CA) and Certified Financial Planner (CFP).

During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.

As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.

Steven's role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.

 

Garry Bard, B.A. (Hons.), LL.B.,TEP

Will & Estate Consultant, RBC Wealth Management Services

Garry was called to the Ontario Bar in 1987.  He has experience practicing estates law in private practice as well as with various financial institutions.  Garry is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada.

Prior to joining RBC Dominion Securities Garry's legal experience spans over 35 years and his law practice focused on providing proactive planning advice to both individuals and business with estate and succession planning concerns.

Garry has been a resident of Simcoe County (Innisfil/Barrie) for the past 26 years.  He has been working as an Estate and Trust Consultant in Barrie for almost 10 years. 

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