Steve Reid, CIM

Vice President & Associate Portfolio Manager

250-655-2894 | Email me
250-655-2890

As an Associate Portfolio Manager with RBC Dominion Securities, Steve works with a team of investment professionals to create customized strategies to help clients build and protect their wealth. 

Steve joined RBC Dominion Securities in 1994 after working in various management positions with Royal Bank. Steve has met the stringent requirements to become one the select advisors qualified to offer discretionary investment services through Private Investment Management. He also holds the respected CIM (Chartered Investment Manager) designation and is licenced in BC, Alberta, and Ontario. Steve’s vast investment knowledge and experience is accompanied by a team of experts in the areas of Will and Estate planning, insurance, and tax strategies. 

Steve and his family have lived in Sidney since 1997, and in that time Steve has spent countless hours volunteering for local minor sports organizations such as Peninsula Minor Hockey, and Sidney Little League Baseball. 

Ingrid Tanner

Associate

250-655-2883 | Email me
250-655-2890
1-888-773-4477

Ingrid has over 24 years of experience with the Royal Bank Financial Group. She began her career at the local Royal Bank Branch in1988 and joined RBC Dominion Securities in 2001. Ingrid has successfully completed both the Canadian Securities Course and the Conduct and Practices Handbook earning her the Investment Representative Title.

Ingrid is an integral part of our wealth management team ensuring the operations of our office run smoothly and will generally be your first point of contact. She is committed to providing our clients with exceptional, efficient service and is responsible for all the day-to-day administrative functions that support our client service program and to ensure the highest level of support for our team.

Ingrid grew up on the Saanich Peninsula and also raised her 3 grown children here in this community.

Stephanie Dean

 
Stephanie joins RBC Dominion Securities with extensive knowledge and experience in financial planning. She has obtained the Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations from the Canadian Securities Institute, as well as the Certified Financial Planner (CFP) designation through the Financial Planning Standards Council. Stephanie has also completed the Canadian Insurance Course and the Branch Compliance Officers Course to complement her expertise.

 

An advocate of advanced education, Stephanie has volunteered with the Financial Planning Standards Council to develop the most recent Financial Planning Examination Level 2 for the CFP certification program.