Roman Hahn, BA, FMA, FCSI

Vice President & Investment Advisor

250-356-4838 | Email me


Roman Hahn offers a wealth of experience gained over 33 years in the Wealth Management profession.  Graduating from the University of Toronto in 1977 and moving to Victoria in 1979, Roman then began in the investment industry in 1981.  He joined RBC Dominion Securities in 1990 and has happily built his career there since.  He has achieved the Fellow of the Canadian Securities Institute designation- one of the most respected honours in the industry.  He has also been a member of the firm's prestigious Executive Council for many years, recognizing his achievements.
 
Roman and his team want to work with you.  Based on being thoroughly knowledgeable about you and your family situation, they will work together to build a personalized, diversified long-term strategy that we follow and monitor closely so that you can maintain your lifestyle and enjoy a comfortable retirement.
 
We deliver fully guided portfolios based on a clearly defined investment philosophy, rational and disciplined execution and a collaborative personal relationship.
 

Vanessa Harms

Associate Advisor

250-356-4856 | Email me

Vanessa Harms joined Roman's team in March 2013. Committed to a high level of client service, her primary role is to ensure accuracy in accepting and placing orders for clients and performing administrative functions related to client accounts, and inquiries.
 
Vanessa has earned a certificate in Business Administration and has successfully completed the Canadian Securities Course (CSC), Conduct & Practices Handbook course (CPH), the Wealth Management Essentials course (WME) and the Advanced Investment Strategies course (AIS) through the Canadian Securities Institute. In addition, she has recently attended the RBC Dominion Securities Training and Practice Management course- Executing on Wealth Management, to obtain the Associate Wealth Advisor title.
 
She brings not only administrative skills, but also a positive, cooperative attitude that she has displayed throughout her professional career. She is a highly competent team member who is always prepared to go the extra mile.