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Investing Services



Your Team

Your Extended Wealth Management Team
Christian Steinbock
Wealth Advisor

Phone: 416-842-7213



Christian is a Wealth Advisor who works closely with his clients using the Total Portfolio Approach, a systematic approach to wealth management encompassing your investment planning, goal planning, life planning, and business and career building needs.


Strongly committed to continuing education and client service, Christian establishes himself as a key advisor in the lives of his clients and provides them with professional investment and financial planning advice.

Ted Chan, CFP, CLU, CIM, TEP
Financial Planning Specialist
Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at fee-based financial planning companies servicing affluent clients ranging from corporate executives to small business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.
Aleem Janmohamed,CA,CFA, CPA 
Insurance Specialist

Aleem began his career in the financial services industry with a position in public accounting. Most recently, Aleem ran an insurance practice with a Toronto based insurance agency.
Specializing in insurance and wealth, with experience in both personal and corporate insurance planning, Aleem has the knowledge to offer unique and customized insurance solutions for individuals, professionals and business owners that maximize the financial and tax advantages of insurance products. 
Portfolio Advisory Group
Equity and Fixed-Income Portfolio Advice

RBC Dominion Securities has made the largest investment of all Canadian investment dealers in supporting Investment Advisors and their clients with the management of equity and fixed-income portfolios.
The Portfolio Advisory Group is comprised of nine Equity Portfolio Advisors and three Fixed Income Portfolio Advisors with backgrounds in:
  • Corporate and investment banking
  • Credit analysis with major ratings agencies
  • Private industry
  • Institutional equity and bond sales
  • Institutional equity research
New Cell
Professional referrals
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting, private banking, personal banking and commercial business banking professionals. If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we’re all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.

David Thompson (Retail Banking)

Rosie Marrone (Private Banking)

Neil Joshi (Commercial Banking) and Paul Clara (Mortgage specialist)