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Senior Portfolio Manager & Wealth Advisor
A seasoned Portfolio Manager with a holistic approach to wealth building, Patrick has earned both the Certified Financial Planner (CFP) and Chartered Investment Manager {CIM) designations. Working in close consultation with his team, Patrick creates comprehensive, custom-tailored financial plans for each client. Fluid and flexible, these plans - which align the disciplines of investment management, estate planning, tax planning and insurance planning - are designed to reflect both the markets and your ever-changing life and that of your family and dependents. Active in the community, Patrick is a former board member for the Boys and Girls Club of Niagara and Credit Counselling of Regional Niagara. Patrick has volunteered for the Hernder Picasso Foundation and has been involved with the Canadian Cancer Society of Niagara on the Lake.
Associate Wealth & Investment Advisor
Martin provides personalized financial counsel to our clients throughout the region in his role as on Associate Wealth and Investment Advisor. He also provides tailored solutions and advice to achieve financial objectives to high-net-worth clients and their families. Martin's contributions were recognized on numerous occasions. In 2005, Martin received RBC's highest honor - the Leo Award. In 2018, after 10 years with RBC Private Banking, he earned the prestigious Executive Counsel status. Martin holds several financial planning designations, including the Certified Financial Planner (CFP) and Chartered Investment Manager (ClM) as well as maintains his status as Fellow of Canadian Securities Institute (FCSI).
Backed by 28 years of experience in the financial services industry, Matt provides access to a comprehensive range of services to help you build and protect your wealth. He draws on his expert knowledge and background, including a previous position as an Investment and Retirement Planner, to develop comprehensive wealth management solutions for clients. Matt’s expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. A graduate of Brock University, Matt holds a Bachelor of Science with a major in Biology. He has also earned the advanced industry designations of Certified Financial Planner (CFP).
Financial Planner
Sheri is the dedicated Certified Financial Planner for Lostracco Wealth Management. She is a trusted professional who provides comprehensive Financial Plans integrating retirement, tax and estate planning and other wealth related strategies. Sheri's tenure with RBC surpasses 25 years, and she has been the recipient of multiple awards recognizing her expertise and commitment. She has received two RBC National recognitions as a Financial Planner and was awarded the prestigious RBC Leo Award. Sheri has earned several industry designations, which include the CFP, FCSI and TEP Designations. She is fully licensed by CIRO for securities, FSRA for Insurance and is a member of STEP Canada and the Estate Planning Council of Canada.
As Financial Planner with RBC Dominion Securities, Jean-François Durocher provides access to a comprehensive range of services to help you build and protect your wealth. A graduate of HEC Montréal, Jean-François obtained a bachelor’s degree with a major in Financial Planning. A firm believer in ongoing education, he has acquired the advanced industry designations of the Canadian Securities Course and Certified Financial Planner. Jean-François draws on his expert knowledge and 18 years of experience, including previous position as Financial Planner investment and retirement planning to develop comprehensive wealth management solutions for his clients. Jean-François’s breadth of experience, expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs.
Associate Advisor
Lynn began her career in the financial services industry in London, England, working for one of the world's largest corporate investment banks in their global custody taxation group. Joining RBC Dominion Securities in 2004, she provides Patrick and his team with support in all aspects of the investment advisory business, including wealth management, portfolio modeling and client service. Lynn has successfully completed the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, and the Insurance LLQP courses. She is fully licensed by CIRO for securities and by FSRA for Insurance
Associate
Carla began her professional journey in Toronto’s financial district. She is an accomplished professional with a diverse background spanning project management, business analysis and client servicing. As a subject matter expert, she’s worked with cross-functional teams through complex process improvement initiatives. Carla is focused on maintaining high standards of quality and client satisfaction by managing activities, documentation, processes and deadlines. She is licensed by the Investment Industry Regulatory Organization of Canada (llROC) for securities, having completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course. She also holds a Bachelor of Arts in Economics from Brock University. During her career with RBC, Carla has received several awards for her commitment and knowledge, including RBC Awards of Excellence.
As an Associate within Patrick's team, Jessica delivers support across our business, including account administration, wealth management support, and day-to-day client service. Jessica joined RBC in 2008, through her tenure has held several Management and Advisor positions and then became part of the Lostracco team in 2022. She has received many awards recognizing her commitment and in 2018, Jessica received RBC's highest honor, the Leo Award. As a licensed Associate she has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) course.
