On-going financial advice with top quality service commitment, thats what our team prides itself of delivering. Our proven track records in the financial services industry with long-term client relationships reflect our team members devotion and commitment to our chosen profession.

Vicky Chan, CIM, CFP, FMA

Vice President, Portfolio Manager And Wealth Advisor

905-764-2307 | Email me
416-707-3833
905-764-7324

Vicky started her career in the financial services industry in 1985.  Her career path has taken her to places as far as Asia in the 1990’s where she was responsible for green field development for one of the top 10 global banking institutions.  Her continuing effort in acquiring new relevant skills makes her always well prepared for higher level of responsibilities.
 
Vicky joined RBC Royal Bank in 1999 as an Investment Retirement Planner before advancing to RBC Dominion Securities in 2003.  In her career she has won many different awards for her outstanding achievements.
 

Vicky’s relevant designations include:

Chartered Investment Manager 2012

Financial Management Advisor 2003

Certified Financial Planner 1999

Specialist, Trust Institution 1992

David Chiu

Associate Advisor

905-764-2575 | Email me
416-540-4269

David began his career in the financial services industry in 1992.  His prior experience working as a Business Consultant for a renowned international management consulting firm helping various Canadian mining and manufacturing businesses realign their business logistics prepared him for his responsibility of evaluating investment opportunities.
 
He further sharpened his skills by going through the vigorous financial planning program offered by the Canadian Institute of Financial Planning.  In 1998 he joined Royal Trust as a Financial Advisor before advancing to RBC Dominion Securities in 2003.
 
David’s relevant designations include:

Chartered Investment Manager 2012

Certified Professional Consultant on Aging (Previously Certified Senior Advisor) 2007

Certified Financial Planner (previously Chartered Financial Planner) 1996

Lily Ng

Associate

905-764-1289 | Email me

Lily graduated with a Bachelor of Commerce from Rotman School of Management at the University of Toronto.  She began her career at RBC Direct Investing before joining Dominion Securities in 2006.  She has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and is the teams licensed associate with experience in client service and administration.

Anna Kubice

Estate Planning Specialist

Anna began her career in the insurance industry in 1996 and joined RBC in 2011.
She acquired her Certified Financial Planner (CFP) designation in 1998 and her Chartered Life Underwriter (CLU) designation in 2012. Additionally, she is a member of Advocis, Canadas largest membership of financial advisors.
   
Working closely with your advisor, Anna employs a comprehensive process to assess your wealth management needs and then recommends creative, tax-exempt insurance strategies to help address them.
 
Anna can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. She can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes.
 

Janice Walsh

Financial Planning Specialist
 
Janice is a Chartered Accountant, Certified Financial Planner and member of the Society of Trust and Estate Practitioners. She completed her Honours Bachelor of Business Administration at Wilfrid Laurier University. Janice also holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
 
Janice has held various positions in the insurance and financial services industry. Her professional experience includes providing tax, trust, estate, retirement and financial planning services to high net worth clients and their advisors. Janice joined RBC Dominion Securities in 2005.
 

Ariel-Charles Guigui

Vice President and Will & Estate Consultant
 
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review. He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cit Collgiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.
 
Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.