Sharon McCormick, FMA

Vice-President & Investment Advisor

416-842-2294 | Email me

As an Investment Advisor with RBC Dominion Securities, Sharon McCormick provides access to a comprehensive range of services to help you build and protect your wealth. A graduate from the Toronto School of Business, Sharon believes in ongoing education and has achieved   the  prestigious industry designation of Financial Management Advisor.  Sharon brings with her over 35 years of industry experience with  expert knowledge and experience to develop comprehensive wealth management, financial planning and estate planning  solutions for her clients. Her 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.

George Miller

Associate

416-842-3607 | Email me

George Miller is a graduate of the University of Saskatchewan and joined RBC Dominion Securities in 2011. As a licensed Investment Representative he has an extensive service-oriented background and will provide clients with a professional level of administrative support and advisory assistance.  He is extremely passionate about finance and continuing to learn about the broad range of investment products.  George is well versed to handle the many different facets of your account, including tax packages, RRSP/TFSA contributions, fund transfers, research inquiries or any general questions you may have.  In his spare time he is studying for his CFA designation and spending time with his wife and dog.

Tracey Goldie

Estate Planning Specialist

Tracey is an integral member of the team, helping to create, preserve and increase wealth by incorporating insurance-based solutions within comprehensive financial plans.

Specializing in estate planning, Tracey applies innovative and tax-efficient solutions to a variety of wealth management issues and is skilled at simplifying their complexities. Her individualized approach to personal and corporate insurance planning help clients achieve their wealth management objectives and reach their estate and financial goals.

Beginning her financial services career in 1994, Tracey joined RBC in 2012. Beforehand, she spent 13 years with a leading life insurer, focused on providing insurance solutions expertise to advisors and product marketing.

Committed to ongoing development, Tracey has obtained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designation.

 

Kelly Rivard

Will & Estate Consultant

Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003.

Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP) as well as the Law Society of Upper Canada. She has recently completed Parts I and II of the CICA in-depth tax course.

Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.

 

Jason Nelson

Financial Planning Consultant

Jason Nelson grew up in Markham, Ontario. He graduated from the University of Ottawa in 1997 with a BSSc (Political Science), and moved to downtown Toronto in 1998 to begin his financial career with Royal Trust as an Account Manager in the Wealth Management Group. In 2000 his department was merged into RBC Investments, Financial Planning, where he would become a Financial Planner.

In 2005, Jason joined Dominion Securities as a Financial Planner where he provided financial planning and advice to clients of downtown area branches. In 2010 he was named the Financial Planning Consultant for the flagship Royal Bank Plaza branch.

Jason was accredited as a Financial Planner in 2001, and holds both the Certified Financial Planner designation ("CFP”) from the Financial Planning Standards Council, and the Personal Financial Planner designation ("PFP”) from the Institute of Canadian Bankers. In addition to financial planning credentials, Jason also holds a Derivatives Market Specialist designation ("DMS”) from the Canadian Securities Institute. In 2010, Jason was named a Fellow of the Canadian Securities Institute ("FCSI”).

Jason’s primary role at RBC Dominion Securities is to work with advisors in preparing comprehensive financial plans, and ensure that their clients receive professional financial planning information, and a professional experience.