RBC DOMINION SECURITIES - Key Persons
Bob has been in the financial industry for close to three decades, beginning his career in the industry including building a practice as an advisor and then climbing the ranks of senior management. He then joined RBC Dominion Securities in branch management for the past ten years. His extensive experience and commitment to the wealth management process, ensures our clients receive expert advice, a personalized approach and sophisticated solutions they need to build and protect their wealth. He is committed to partnering with successful advisors, ensuring they have the resources necessary to provide outstanding service to their clients and at the same time motivating and directing the branch to excellence. Bob has the internationally recognized CFP designation. Bob's pastime is spending quality time with his family. He enjoys music including playing drums but also appreciates art, racing cars, fitness and travelling.
Job Titles:
- CIM / Investment & Wealth Advisor
- Investment & Wealth Advisor
- Investment and Wealth Advisor With
As an Investment and Wealth Advisor with RBC Dominion Securities, Brent is dedicated to helping you build not only wealth, but also a better future for you and those you care about. With RBC Dominion Securities since 2014, Brent was previously responsible for the development of RBC Wealth Management's industry leading financial planning and investment tools utilized extensively by advisors across the country. Having a deep understanding of the relationships between financial planning, investments, and human emotion, Brent strives to provide and clearly explain individualized strategies to help simplify your financial affairs. Brent holds a Master's in Business Administration from the Rotman School of Management, is a Chartered Investment Manager and licensed insurance advisor. A firm believer in ongoing education, he is continuously acquiring advanced designations and attending industry conferences to provide you with the latest financial insights and techniques.
Job Titles:
- Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.
Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice was varied and covered the areas of corporate/commercial law, real estate, and Wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to Will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Job Titles:
- Branch Operations Manager
Eva Mazhari has worked in the Wealth Management industry for over 10 years, and has been with RBC Dominion Securities since 2020. As Branch Operations Manager, Eva's focus is to build relationships with colleagues and working closely with associates to help them achieve their goals. On a day-to-day basis, she supports the team through high-level administrative tasks, HR, and staff management.
When she's not at work, Eva likes to keep busy with her young son, attending as many of his baseball games as possible.
Job Titles:
- Investment & Wealth Advisor
Halyna joined the Storino Wealth Management Group in 2016.
She brings to the team a combined 12 years of financial service industry experience with a background in both Wealth Management and Retail Banking.
Halyna is the first point of contact for service of clients and her main goal each day is to make sure all client needs are not only being met, but exceeded.
In addition, she oversees the trading, administration and documentation of accounts.
Job Titles:
- Advisor
- Associate
- Storino Wealth Management Group As an Associate Advisor
James joined the Storino Wealth Management Group as an Associate Advisor after graduating from Dalhousie University's Commerce Program with a Major in Finance. While at Dalhousie, James completed 3 co-op terms with positions at a Toronto investment bank as well as in the Capital Markets division of RBC. James is a CFA® charterholder.
James' education and experience have placed him at the center of the decision making process for portfolio investment strategies. He interacts on a daily basis with analysts, corporate heads, and RBC's Portfolio Advisory Group in an effort to evaluate and re-evaluate market trends, economic events, and opportunities to serve you better.
As a source of information, James is available to discuss with clients specific investment themes as well as up to date knowledge of the market in general.
Jung-Hee obtained her Honours Bachelor degree in Economics from the University of Toronto, followed by her Master of Business Administration (MBA) degree from the Schulich School of Business, York University. After working
in the industry for over 10 years, Jung-Hee returned to school full time for further education and completed her Master of Taxation (MTax) degree at the University of Waterloo.
Prior to joining RBC, Jung-Hee worked at a leading international public accounting firm in Toronto as a tax manager in the High Net Worth Tax Services group. She is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) Canada and holds a Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (FPSC).
Jung-Hee believes that planning is critical to helping people meet their financial objectives. Her role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Job Titles:
- CIM
- Portfolio Manager & Wealth Advisor
Michael has been with RBC for over 13 years, working positions in Branch Management and Investment Advising. His extensive experience & knowledge allow him to excel at helping his clients achieve the highest potential with their finances & tax efficiency.
As the name behind Storino Wealth Management Group, Michael takes on the accountability of ensuring that he and his team are held to the highest standards, with a strong focus on first class client service.
Michael's passion for helping others with their unique financial situations quickly led him down the road to leading his own group that does exactly that, provides help where it is needed.
With access to RBC Wealth Management's numerous resources, as well as Michael's personal team, means clients receive the best possible advice, no matter what unique situation they may encounter.
Meeting with Michael will provide you with peace of mind, made possible by professional and private service to help you manage your finances so that you can focus on other aspects of your life and enjoy what you work so hard towards achieving.
Job Titles:
- Associate
- Branch Director
- CIM
Monica has over 20 years of experience in the financial services working in a variety of sales and sales management roles. She has extensive experience in Fixed Income, Private Equity and Alternative Investments. She joined the branch management team at RBC Dominion Securities in 2023 and is committed to partnering with investment advisors, to ensure they have the tools they need to provide the best experience possible for their clients. Monica lives in Etobicoke with her husband and her boy/girl twins. She enjoys working out, learning about wine and showing her kids the best that Toronto has to offer.
Job Titles:
- Certified Financial Planner, Associate of the Society of Actuaries
As a Business Owner Specialist, High Net Worth Planning Services, Prashant, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
His expertise includes tax and estate planning for business owners, executives, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)
Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto.
Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian
Robyn, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a high-net-worth client. Prior to joining RBC, Robyn acquired her expertise in estates, trusts and succession planning in both private practice and with a major trust company, practicing law in Toronto for 8 years with an emphasis on trusts, estates, succession, planning for incapacity and charities law, and as a will and estate consultant for a well-known Canadian trust company. In 2001, Robyn joined RBC, assisting clients with their overall tax and estate planning, and in 2011, assumed her present position, specializing in assisting high-net-worth clients with their succession, tax, retirement and estate planning. Robyn obtained her law degree from Osgoode Hall in 1991, and she was called to the Bar in Ontario in 1993. She has completed her in-depth tax courses, levels 1 and 2, as well as the Advanced Tax Issues for the Owner Managed Business Course and the Corporate Reorganizations Course. She has co-authored two books, "Drafting Wills in Ontario: A Lawyer's Practical Guide" and "Drafting Wills in Canada: A Lawyer's Practical Guide". In addition, Robyn was an instructor at the Estate and Trust Bar Admission Course at the Law Society of Upper Canada.She is an active member of the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising.
Job Titles:
- Assistant Branch Operations Manager
Samantha joined RBC Dominion Securities in 2022 and ensures smooth operations throughout the branch. She collaborates closely with the cross-functional teams to implement best practices and enhance productivity. She supports everyday tasks in the branch to create a positive client experience.
In her free time, Samantha enjoys going on road trips, trying new food and hiking with her dog.