Duane Wisniewski, B.Comm, CFP, PFP

Investment Advisor & Financial Planner

613-549-1079 | Email me

I have been providing Kingston and area residents with Financial Planning advice for over 10 years.  I have worked in the financial industry for nearly 20 years. I work with a team at RBC Dominion Securities who specialize in working with medical and business professionals and providing them with trusted and straight forward advice.  If you have questions around taxation, retirement planning strategies, insurance, investments  or incorporation I would be happy to develop a plan that will fit your needs and help you achieve your objectives.  I pride myself on being flexible, organized and capable of presenting you with different options to achieve your objectives.
 
Please contact me if I can be of assistance.

Joy Sleeth, CFP, FMA

Investment Advisor & Financial Planner

613-549-7969 | Email me
613-305-3289

As an Investment Advisor and Certified Financial Planner with RBC Dominion Securities, I provide my clients with true Wealth Management. I have been working with clients in the financial industry for over 20 years and draw upon an extensive amount of experience.

Whether you are an incorporated health care professional, a small business owner, an employee or a retiree, together we will build a comprehensive plan that is tailored to fit you and your family. Every situation is unique, financial solutions are created based on your stage in life and your risk tolerance.

Working with a team of specialists, we will make sure you and your family maximize your wealth potential through tax management, estate preservation, insurance analysis and investment risk management. I take the time to really get to know who you are, what is important to not only you but also your family. I would appreciate any opportunity to discuss how I may be able to help you and your family.

Please contact me to set up time to meet, I am looking forward to meeting you!

Extended Team

 

Joseph W. Power, B.A., LL.B.Vice President

Will & Estate Consultant RBC Wealth Management Services

Joseph can help you address your various estate planning concerns and recommend the steps to take to achieve your goals whether its updating your Will, creating a trust or setting up a charitable foundation. He graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. Joseph was called to the Ontario Bar in 1993. He is an associate member of The Society of Trust and Estate Practitioners. Joseph was an instructor for the Ontario Bar Admission Course in Estate Planning and has been an instructor at the University of Ottawa Law School since 2003 teaching the Law of Succession.

Tracey Goldie, CFP, CLU

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.

Steve Hunter, VP

Financial Planning Specialist

With greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer our High Net Worth clients a premium level of financial planning.

Steve works closely with our team to prepare and present comprehensive Financial Plans for clients. Based on an in-depth understanding of your current situation and often complex needs, the comprehensive Financial Plan will provide recommendations specific to your situation.

To learn more about Steve and our comprehensive financial planning service click here.