Ronnie Strauss, B.Comm., CFP, FCSI, Ch.P.

Vice-President & Portfolio Manager

905-764-2140 | Email me
905-764-7324

Ronnie Strauss was born and raised in Montreal, and received his Bachelor of Commerce degree from Concordia University. Immediately following graduation, Ronnie moved to Toronto and started his career at Merrill Lynch Canada in 1996.

Today, Ronnie is Vice President at RBC Dominion Securities and is one of the most highly accredited Investment Advisors in the country. As a Fellow of the Canadian Securities Institute and a chartered member of Strategic Wealth Professionals, he is an expert at applying real financial science to building, preserving, and distributing wealth for his clients. Ronnie specializes in strategic wealth management and how it applies to clients through their developing personal and professional lives.

Ronnie is married and a father of five children.

Mel Rom, FFA, B.Sc.

Vice-President & Portfolio Manager

905-764-3550 | Email me

Mel Rom was born in England, and grew up in South Africa. In 2001, Mel and his family immigrated to Canada where he was sought out by Manulife Financial to work in its Reinsurance Division. Mel is one of just a handful of Investment Advisors who has also achieved the designation of Fellow of the Faculty of Actuaries. He has worked for more than 17 years in various senior actuarial roles within the insurance and investment industries.

With this background, Mel has a unique understanding of risk management as it applies to accumulating and protecting assets. He specializes in structuring customized investment portfolios for highnet- worth individuals, companies and foundations, using advanced risk management techniques.

Mel is married and a father of four children.

Sunil Bhardwaj, CFA, MBA

Lead Strategist for the Strauss Rom Strategic Wealth Management Group

905-764-1232 | Email me

Sunil was born in Kenya and came to Canada at a young age. He is a highly accredited investment professional, having earned his Bachelor of Business Administration (Honours) from Wilfrid Laurier University, his MBA from the Richard Ivey School of Business and his CFA charter. Prior to joining RBC Dominion Securities, Sunil spent eleven years in the Investment Strategy Group at CIBC Wood Gundy, rising from Canadian equities specialist, to the head of the group, and finally as the team’s macro strategist. His focus was on providing asset and sector allocation strategy to Investment Advisors and their clients. In addition to being a member of the Stock Selection sub-committee, he also chaired the Asset Allocation committee. With the Strauss Rom Strategic Wealth Management Group, Sunil is the head of investment strategy and lead portfolio manager for the team’s Investment Committee.

Koh Shimanuki, CFA, B.Sc.

Associate Advisor

905-764-2143 | Email me

Koh is responsible for preparing client proposals, managing order execution for the investment portfolios and handling investment queries. Koh is a member of the Investment Committee and assists in managing the team’s Private Investment Management models and investment portfolios. Koh has worked with RBC DS since 2006 and the Strauss Rom team since 2008. Koh is a CFA Charterholder.

 

Gabriella Krug, PDM, B.Sc.

Associate

123-456-7890 | Email me

Gabi is responsible for client relations and coordinates comprehensive wealth management plans for clients. Gabi manages the day-to-day operations of the Strauss Rom team and ensures everyone on the team is kept up to date on all current activities and projects. Prior to RBC DS, Gabi worked at financial institutions in Toronto and the UK, and has been with the Strauss Rom team since 2012.

 

Melissa Burley

Associate

905-764-2142 | Email me

Melissa is responsible for account administration and assists in client relations and service in a timely and professional manner. Melissa has been working with RBC DS for 1.5 years and has 15 years of experience in the financial services industry.

 

Joel Cuperfain, B.A., LL.B., LL.M., CLU, TEP

Vice President & Estate Planning Specialist

 

Joel specializes in insurance and estate planning. Joel brings over 18 years of insurance industry expertise to RBC. His expertise includes personal and corporate tax, estate planning and estate administration, as well as taxation of charities and charitable donations.

A graduate of Brandeis University, Massachusetts, he received his Bachelor of Laws from the University of Toronto, and was called to the Ontario Bar in 1992. Joel received his Masters in Tax Law from Osgoode Hall Law School in 2001. He has spoken at several seminars and conferences on life insurance, tax and estate planning issues for the Law Society of Upper Canada, the Ontario Bar Association, the Canadian Institute for Chartered Accountants, the Canadian Tax Foundation and the Canadian Association of Family Enterprises. He is past President of the Estate Planning Council of Toronto. Joel has published articles in the Canadian Tax Journal and the Canadian Business Law Journal. He is the founding co-editor of Canadian Taxation of Life Insurance and a contributing editor to Federated Press’ Insurance Planning newsletter.

 

Robyn Solnik, LL.B., TEP

Vice President & Business Owner Specialist

As a Business Owner Specialist, Robyn, works together with Ronnie and Mel to identify strategies and solutions that are customized to meet the client’s personal and business planning objectives. Tax, business risk, succession, and retirement strategies that are particular to the business owner/manager, will be identified and would then be discussed with the client’s lawyer and accountant.

Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. She has completed her in-depth tax courses, levels 1 and 2, as well as the Owner-Manager Course, with the Canadian Institute of Chartered Accountants, and co-authored "Drafting Wills in Ontario: A Lawyer’s Practical Guide". She is an active member of the Society of Trust and Estate Practitioners (STEP) and the Law Society of Upper Canada.