The team focus is to create Comprehensive Financial Plans and to implement and provide appropriate solutions for the management of our clients wealth throughout all stages of their lives.

 

Paul Belous, CIM

Vice-President & Portfolio Manager

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Paul is a Fellow of the Canadian Securities Institute (FCSI) with a Certified Investment Management (CIM) designation. His experience includes 24 years in the financial investment management business (1992 to 1996 with Richardson Greenshields and 1996 to present with RBC Dominion Securities after Richardson Greenshields was acquired by RBC Dominion Securities.) Paul is an Executive Council member within RBC Dominion Securities (Top 300 advisors out of 1,600+ in the firm).

Jason Mychajluk, CIM

Associate Advisor

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Jason is a graduate of University of Guelph (class of 2001) with a Bachelor of Commerce, Management Economics in Industry & Finance degree.  Jason has also earned the Certified Investment Management (CIM) designation and carries a strong background in Financial planning allowing him to understand the challenges investors face today and the solutions available to them. As a member of The Belous Private Wealth Management Group at RBC Dominion Securities since graduation, Jason's commitment to building strong, lasting client relationships is a true benefit to every client's well-being.

Nancy Wardell

Associate Advisor

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Nancy is a licenced representative who has been with RBC Dominion Securities (and the former Richardson Greenshields) for 25+ years. Her experience working in various capacities throughout her career allows her to provide top-quality service to clients of The Belous Private Wealth Management Group. Nancy takes great pride in building client relationships through honesty and integrity.

Jennifer Janeczko

Financial Planning Specialist, 

Wealth Management Services RBC Dominion Securities Inc.

Jennifer Janeczko completed her Masters of Taxation degree at the University of Waterloo in 2004 after completing a postgraduate diploma in Financial Planning from Wilfrid Laurier University in 2001. Prior to joining RBC, Jennifer gained a unique understanding of planning for the owner-manager through various roles within the insurance and accounting industries. Her professional experience includes working extensively with high net worth individuals and their advisors dealing with estate and succession planning, corporate and personal tax, insurance planning, family trusts, private foundations and charitable organizations. Jennifer has over 10 years of taxation experience, is a member of the Canadian Tax Foundation, sits on the board of directors of the Estate Planners’ Council of Hamilton and is a student member of the Society of Trust and Estate Practitioners.

At RBC Dominion Securities, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to the next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, we are pleased to offer this invaluable service to you on a complimentary basis.

 

Shannon Row-Ewing, BA, LLB

Will & Estate Consultant

Wealth Management Services, RBC Dominion Securities Inc.

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.
We are pleased to offer you a complimentary Will & Estate Planning consultation with Shannon our Will & Estate Consultant. Shannon works closely with our team to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Shannon will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

 

Daniel Bertrand, BA, PFP

Private Banker, RBC Wealth Management

Daniel brings 12 years of financial services experience to his role as Private Banker, in which he delivers personalized, discrete banking, credit and financial counsel to select clients. Daniel creates sophisticated banking packages and a full suite of personalized credit solutions for his clients and their families. To ensure personalized service and attention to detail, Daniel only works with a limited number of clients.  Daniel graduated with honours from Wilfrid Laurier University with a bachelor's degree, and also holds the Personal Financial Planner (PFP) designation. Born in Montreal and raised in Kitchener, he is active in his community as well as outside the office keeping busy with his wife and three young children.

 

Susan MacDondald

Estate and Trust Advisor, RBC Wealth Management Services                                        

Susan brings more than two decades of financial services experience to her role as Estate and Trust Advisor in RBC Dominion Securities branches throughout Western Ontario. Ms. Macdonald provides estate and trust solutions for named executors and families. She helps executors meet their immediate needs, and then works with them to understand the estate settlement as a whole. An expert in RBC's Agent for Executor offering, Ms. Macdonald then helps her clients identify where they might benefit from additional support, from help with specific tasks to carrying out the entire estate settlement process on their behalf.
Ms. Macdonald holds her Specialist, Trust Institute (STI) and Member, Trust Institute (MTI) designations, and has completed the Canadian Securities Course.

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Client Testimonials