Sacha Imbert, CFA

Portfolio Manager

613-566-3387 | Email me
1-800-461-1958

Sacha is a fully bilingual passionate market enthusiast with a solid financial and analytical background obtained by working at some of Canada’s most prestigious corporations. He has a solid foundation in banking and maintains strong personal and professional ties to the Personal and Business Banking operations of RBC Financial Group.

Sacha graduated from the University of Ottawa with an Honours Bachelor of Commerce in Finance. He has also received the CFA designation and remains involved as a board member for the CFA Ottawa Society.

Sacha is a strong believer in the importance of having an investment discipline. This allows him to create conservative wealth management plans that make sense and help his clients bridge the gap between their current situation and their future goals and dreams. Drawing on all the resources available to him on his team, including experts in estate planning, credit and insurance, Sacha makes sure his clients receive the highest possible level of professional advice.

If you are serious about your personal or your corporation’s investments, Sacha would be honoured to offer you his services.

Judy Moberg

Associate

613-566-7669 | Email me

Judy has over 27 years of experience in wealth management, beginning in 1977 as a receptionist, then teletype operator.  She left the industry in 1987 to run a private daycare from her home for 10 years while her children were young.  Returning as an Associate in 1998, Judy has been working primarily in client service and administration.  Judy works with Sacha helping clients achieve their financial and investment goals.  She is your primary contact for all day to day administrative questions.         

 

Joseph Power, LL.B., TEP 
Will & Estate Consultant
Joe works closely with Sacha to provide you with information on structuring your estate in an efficient and tax effective manner.  Following your meeting, Joe will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.  Joe graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.

Joe is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in private and served as Will & Estate Consultant with Royal Trust Corporation. Joe is an instructor for the Ontario Bar Admission Course in Estate Planning and an instructor at the University of Ottawa Law School teaching the Will and Estate Course since 2002.


Stephen Li,  CFP
Financial Planning Specialist
Stephen draws on 25 years of a wide range of experiences in helping clients fulfill their goals in life as a Financial Planning specialist with RBC Dominion Securities.

Stephen holds a Certified Financial Planer (CFP) designation, as well as a B.Sc. in Electrical Engineering, and a Master of Management Studies specializing in financial markets from Carleton University. He is fully licensed to deal with investment and insurance based wealth management solutions. In addition to English, he is fluent in Mandarin Chinese.

A roadmap is paramount to realizing realistic and achievable financial success.  Stephen will work in concert with my team to meet with my clients who feel it would be of benefit to have a financial plan to meet those goals.