Rich Long, BA, CFP

Investment Advisor / Financial Planner

519-942-1606 | Email me
519-942-1130
1-800-265-3347

As an Investment Advisor with RBC Dominion Securities, Rich provides access to a comprehensive range of services to help you build and protect your wealth.  Rich obtained a BA, with a major in economics, through Wilfrid Laurier University, and has acquired the advanced industry designation of Certified Financial Planner (CFP).  Rich continues to update and expand his skills through various courses in taxation, insurance, and other topics related to financial planning.
 
Rich harnesses his expert knowledge and industry experience dating back to 1995 to develop comprehensive wealth management solutions for his clients.  Rich'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.
 
 

Linda Logan

Associate

519-942-1385 | Email me

Catherine Nicholls 

Will & Estate Consultant

Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980.

As a Will & Estate Consultant with RBC Dominion Securities, Catherine works closely with Rich to provide you with information on structuring your estate in an efficient and tax-effective manner.  Following your meeting with Catherine, she will provide you with a report outlining various estate planning issues for you to explore in further detail with your lawyer or accountant.

Helen Poores 

Financial Planning Consultant

Helen brings more than 40 years of experience in the investment industry to her role.  She possesses the Certified Financial Planner (CFP) designation, which is internationally recognized as the standard for excellence in financial planning.
Trust , confidentiality and integrity are cornerstones of Helen's commitment to every client, and she will work closely with you to ensure that you receive an all-inclusive approach to wealth management.  Whether you are saving for retirement or want to leave a lasting legacy for your family, comprehensive financial planning with an expert like Helen can help you reach all of your goals.

Thomas Seah

Vice President & Estate Planning Specialist

Thomas began his career in the insurance industry in 1984 and is a specialist in his field.  He has aquired the Chartered Life Underwriter designation.
Working closely with Rich, Thomas employs comprehensive and creative tax-exempt insurance strategies to assess your needs and help you reach your wealth management goals.  For particularly intricate situations, he works with your other professional advisors to develop the most appropriate solutions for you.
Thomas 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.  He can also ensure your wealth is transferred to your heirs in accordance with your wishes.  To help you receive high-quality, cost-effective insurance solutions, Thomas evaluates various insurance offerings from Canada's top-ranked insurance providers.