Simone Renelli, B.A., FCSI, FMA

Vice-President, Associate Portfolio Manager & Wealth Advisor

705-523-3119 | Email me

After graduating from Laurentian University with a Bachelor of Arts in Economics in 1988, this Sudbury native has spent 25 years perfecting his skills in order to bring high level expertise to investment strategies. Over the years Simone has held numerous positions such as Estimator/Project Manager and General Manager before joining RBC Dominion Securities in January 2001. His many designations include Fellow of the Canadian Security Institute (FCSI), the highest honour bestowed by the Canadian Security Institute to members of the investment community. He is a Financial Management Advisor (FMA), and holds Insurance and Options licences. Simone was also chosen as a member of the 2014 RBC Performance Convention.

With 14 years in the financial services industry Simone takes a wealth management approach where he creates comprehensive, customized financial plans for each client. He follows a disciplined investment management process, including estate, retirement and insurance planning and understands that good financial advice is more important today than ever before.

Simone believes in giving back to the community and often volunteers with various charitable organizations. He spent several years as an Auxiliary Constable with the Ontario Provincial Police. He is fluent in English and Italian, married to Paulina and has two sons Brandon and Jordan. In his spare time, Simone enjoys fishing, golfing and gardening.

Beau Frescura, CPA, CMA

Associate Portfolio Manager & Wealth Advisor

705-523-3753 | Email me

A familiar name in our financial community, Beau Frescura has over 10 years of experience in the financial services industry. Beau is a highly respected business strategist who has a very personalized approach in dealing with client's complex wealth management needs. He believes in coordinating financial decisions for his clients in a way that will educate them. Born and raised in Sudbury, Beau helps an exclusive list of investors make sound investment decisions. Beau has differentiated himself by following a very disciplined investment strategy combined with his high level accounting & tax experience which makes him uniquely suited to help you protect and grow your wealth in a tax efficient and strategic manner. As an Associate Portfolio Manager, Beau is able to offer his clients discretionary portfolio management.

A strong believer in building his professional credentials, Beau has an Honours Bachelor of Commerce Degree from Laurentian University and is a Chartered Professional Accountant (CPA) and a Certified Management Accountant (CMA). As a licensed Insurance Representative, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance. Beau was also chosen as a member of the RBC Dominion Securities prestigious President’s Club and the 2014 RBC Performance Convention.

Outside the office, Beau is an active community leader. He sits on the board of the Sudbury Charities Foundation and is a proud executive member of the Rotary Club of Sudbury Sunrisers. Beau is also the recipient of the prestigious 40 under 40 award.

Beau and his wife Amy have one son and daughter. Formally members of the nationally ranked Sudbury Canoe Club Team Chiropractic competitive dragonboat team. Beau is fluent in both French and English.

Matthew McGregor

Associate

705-523-8995 | Email me

Matt grew up in the small community of Birch Island, just outside of Manitoulin Island. He joined RBC Dominion Securities after working at RBC Royal Bank as an Account Manager/Banking Advisor for the past three years. He is a graduate of Laurentian University with an Honours Bachelor of Commerce, focusing on Finance.

Matt’s role will be enhancing and maintaining the Client Service Process. The process will ensure that we have up-to-date information for each client and we are proactive on scheduling our portfolio and planning review meetings. He will also be supporting with any additional administrative functions to support our team in providing superior client service.

When not in the office, Matt enjoys travelling, playing / watching hockey, jogging and playing music with friends and family. Matt has played in bands in the Sudbury area for entertainment as well as charity.

Paulina Renelli

Assistant

705-523-3454 | Email me

Paulina has over 20 years in the financial service industry. She has also built and operated a successful small business for 5 years. She is the proud recipient of the Chamber of Commerce Bell Business Excellent Award for Small Enterprise.

Paulina’s positive and friendly attitude makes her a valuable member of our team. She is focused on delivering the highest level of client care. Her role is to work with and support Simone and Beau in their daily activities. She is the main point of contact for any administrative needs and will ensure that you receive timely and helpful information related to your accounts.

As a proud Sudburian, Paulina believes in giving back to our great community and often participates in volunteering and other community projects. Paulina is married to Simone and they have 2 sons. In her spare time she loves to knit, cook, bake, garden and host family and friends at their home.

Extended Team


             Annett LeBeau
                Estate Planning Specialist

 

Annett LeBeau is a valuable member of Renelli Frescura Wealth Management, 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.

Working closely with Simone and Beau, 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.

 

             Garry Bard, B.A. (Hons.), LL.B, TEP
                 Will & Estate Consultant

 

Garry received his LL.B. (Bachelor of Laws) from Queen’s University in Kingston, Ontario. He has a B.A. (Honours) in Music (classical guitar) from University of Guelph. 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 businesses with estate and succession planning concerns.

Garry works closely with Simone and Beau to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, 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.

 

            Mouyleng (Mou) Ly, CPA, CA, TEP, CFP
               Financial Planning Specialist

 

Mouyleng (Mou) Ly is a Chartered Accountant, a Trust and Estate Practitioner, and a Certified Financial Planner. Mou obtained her Bachelor of Commerce degree from the University of Ottawa. She has completed the CICA In-Depth Tax course and is a member of The Society of Trust & Estate Practitioners (Canada) and the Canadian Tax Foundation.

Prior to joining RBC in 2011, Mou provided professional services to individuals and their owner-managed entities, specializing in personal and corporate tax, estate and financial planning.

Mou’s role is to work with and support Simone and Beau in preparing and presenting comprehensive Compass Financial Plans.

 

              Paul Boissonneault
              Private Banker

 

As a Private Banker with RBC Wealth Management, Private Banking, Paul Boissonneault
provides comprehensive wealth management and financing strategies to high-net-worth
business owners, executives, professionals and their families in the Ontario North East
region.

Born and raised in Kirkland Lake, Ontario, Mr. Boissonneault is an avid outdoor enthusiast,
and enjoys all the nature and wildlife that Northern Ontario has to offer. He plays a variety of
sports (hockey, baseball, squash and golf, among others) and coaches for the Kanata Minor
Hockey Association in Ottawa. Since 2011 he has also been involved with Economics For
Success, a program by Junior Achievement - Central Ontario that inspires youth to stay in
school and pursue their educational and career goals. He has been married since 2000, and
is the proud father to a son and daughter.

 

           Chantal Giroux
           Group Consultant

 

With 19 years of experience within the financial services industry, Honours Bachelor
of Commerce, Certified Financial Planner and Registered Pension Associate,
Chantal brings the expertise required to provide specialized advice that will
optimize the benefits to you and your employees.

Once Chantal understands your specific
requirements to customize your company’s Group Savings and Group Banking
program solution, she will support and guide you through the development and
implementation process.

 

At Renelli Frescura Wealth Management, 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 a comprehensive portfolio review. Please contact Simone or Beau today.