Services offered: Charitable giving
Hal Simonson
With my team of licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $250,000 to invest.
Natalie Grignon
Natalie Grignon, RIAC, CDFA®, CIM® est conseillère en placement. Elle est dans le domaine financier depuis plus de 17 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
John De Vincenzi
Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.
We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.
Ludovic Siouffi
The Ludo Group delivers purposeful portfolio management by prioritizing investments with a sustainable theme. Our investment philosophy seeks a common thread in consideration of multigenerational wealth, and the legacies we leave behind.
Christopher MacRae, CFA, CFP
We help affluent families discover and achieve what is truly important to them.
Jennifer Rankin
Roel Olay
I help individuals & families manage their wealth and make smart financial decisions. I’m also a keen shutterbug and a Business of Sports enthusiast.
Mark Thompson
At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.
Michael Higgins
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave