Peter M. White, CFP, CIM, FMA, FCSI

Portfolio Manager & Wealth Advisor

613-721-8275 | Email me
613-983-1629


Peter is a graduate of Cape Breton University in Mechanical Engineering Technology. He worked in the high tech sector in the late '90s, developing a keen appreciation for applying a disciplined process to his work. In addition, Peter has also achieved the designations of Certified Financial Planner, Canadian Investment Manager, Financial Management Advisor and the industry's most prestigious, Fellow of the Canadian Securities Institute. After doing some soul searching, he discovered his true passion in life to be wealth management. 


Peter began his financial services career in 2002 and feels privileged to care for his client's financial well being. He listens closely to understand what is most important to them before providing advice. His extensive experience and disciplined approach ensure the recommendations provided to his clients are individualized just like their own unique financial dreams.
 
Away from the office, Peter is on the Board of Directors with the Rotary Club of Ottawa South and enjoys volunteering in the community. Together with his wife Melissa, they are actively involved with their children's many activities and only too proud to talk about their many achievements.
 

Andrea Strayer

Associate

613-721-7441 | Email me

Andrea graduated from Seneca College’s International Business Administration program in 2004, and has been working in the financial industry ever since. With 10 years of experience in retail banking before joining DS in 2015, Andrea provides a unique experience to our team. She provides additional administrative support to our clients, and is dedicated to providing excellent service.

 

Joseph Power, LL.B, TEP

Will & Estate Consultant
 
Joseph (Joe) is our team's estate planning guru'. For our clients with more complex or detailed estate planning requirements we defer to Joseph's expertise.

Prior to joining RBC Dominion Securities, Joseph practiced estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation. He is an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and an instructor at the University of Ottawa Law School teaching the Will and Estate course.

Joseph graduated from Carleton University 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners (TEP), Ontario and a Member of the Carleton County Law Association.

Joseph works closely with Peter to provide our clients with information on structuring their estates in an efficient and tax effective manner. Clients who meet with Joseph will be provided with a report outlining various estate planning issues to explore in further detail with their own lawyer or accountant.

Jonah Rabinovitch, B.A., LL.B, CFP

Financial Planning Specialist
 

Jonah attended the University of Ottawa completing a Bachelor of Arts Degree in 2003 and subsequently attended Dalhousie University completing his Bachelor of Law (LL.B.) degree in 2006.

Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs.

Subsequently, Jonah entered the financial services industry as a financial planner and acting as a resource for high net worth clients. He holds the CFP designation and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada.

Jonah works with and prepares comprehensive Financial Plans for Peter and his clients.


Michel Roy, 

Insurance & Estate Planning Specialist
 
Michel is a valuable member of our wealth management team, helping you create and preserve your wealth.

Michel employs a comprehensive approach to understand your goals. He evaluates financial and lifestyle risks, allowing him to recommend creative, tax-exempt insurance strategies that will help you protect and achieve your wealth management objectives. For more complicated situations, Michel will partner with your other professional advisors in the development of appropriate solutions.

As client situations evolve and change, Michel can focus on both personal and corporate insurance solutions to help protect and increase net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Michel has access to innovative insurance solutions from the top-ranked insurance providers in Canada.

Michel began his career in the insurance industry in 1988 and is dedicated to providing ongoing professional service. Michel believes strongly in ongoing personal and professional development and subscribes to the respective codes of ethics and standards of conduct required by his profession.