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Who We Are

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Who We Are

Our Team

DanDan has worked in the financial services industry for over 30 years and has been with RBC Dominion Securities since 1992 advising high net worth individuals, business owners and non-profit organizations. He holds the Canadian Investments Manager (CIM) designation, the Fellowship of the Institute of Canadian Bankers (FICB) designation, the Elder Planning Counsellor (EPC) designation and also holds his Level II Insurance Licence. He has been a past member of both the President's Club and the Executive Council for his firm.

Dan is Past President of the Rotary Club of Parksville A.M. and a Past Vice President of the Parksville & District Association for Community Living. He is married with two children, enjoys golf, hiking and travel.

CarolI will work closely with you to thoroughly understand your unique circumstances, define a suitable strategy and build an appropriate plan, which I call the LifeFirst Plan. Based on your financial situation and unique needs, be that income, capital growth, retirement planning and/or estate planning, I will formulate your investment strategy. Consistent monitoring of both the changing economic climate and changing personal circumstances allow for timely adjustments to the strategy.

I proudly joined RBC Dominion Securities in 1999 after completing the Canadian Securities Course in 1998. I have both the Financial Management Advisor (FMA) designation - the Canadian Securities Institute's recognized professional financial planning designation and the Elder Planning Counselor (EPC) designation. I also have obtained my Life Insurance Level II license.

TriciaTricia has been working in the investment industry for over 20 years and has been with RBC Dominion Securities for 16 years. Tricia has her Financial Management Advisor (FMA) designation, has completed the Professional Financial Planning Course (PFPC) and has added other financial planning courses to her repertoire to enable her to do the best job for clients. Her role is to assist clients with all the adminstration and service needs and to ensure the highest level of support to our team. She has been involved in every facet of the industry and is a key member of our team. Tricia resides in Parksville and is married with one child and enjoys time spent with her family, camping and baseball.

Wealth Specialists

SandraWith a career in wealth management which began in 1994, Sandra brings extensive experience and knowledge to clients of RBC Dominion Securities. In addition to obtaining designations of Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI), she is an accomplished and trusted Certified Financial Planner® (CFP). As such, Sandra is well equipped to provide you with financially sound and honest advice.

Sandra’s academic and professional qualifications include many years of study in the areas of Wealth Management Techniques, Building High Net Worth, Professional Financial Planning, the Canadian Securities Course and the Investment Advisors Course. She has consistently been an advocate of continued education for herself as well as actively promoting financial literacy within the community with an ongoing commitment to the Junior Achievement program, teaching elementary school students about saving, budgeting and investing.

Supporting her belief that true wealth management comes from fully understanding a client’s goals, values and priorities, Sandra masterfully guides clients through a comprehensive financial planning process to deliver a tailored, relevant strategy designed to satisfy immediate concerns as well as addressing long-term considerations.

ChrisChris is a valuable member of our team, helping clients with their needs in creating and preserving wealth. Chris employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Chris will partner with your other professional advisors in the development of appropriate solutions.

Chris can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Chris has access to insurance solutions from all the top-ranked insurance providers in Canada.

TeresaTeresa has extensive experience offering comprehensive financial planning to clients with complex situations. She draws on the breadth of expertise she has developed over her 25 years in the financial industry. Prior to joining RBC, she helped high-net-worth clients with their planning needs and also worked in the specialized area of estate and trust taxation.

Teresa holds her Certified General Accountant and Certified Financial Planner designations. She also holds the Specialist, Trust Institute diploma for Taxation and obtained a Certificate of Achievement with honours in Financial Counselling from the Institute of Canadian Bankers (ICB). She has recently received the Retirement Strategist designation from ICB and has completed the SFU Executive Management Program through the Segal School of Business.

Teresa’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.

GraceGrace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the British Columbia Bar in 2004.

Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.

Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.

Grace would be pleased to work with you and you advisor to structure you estate in an effective and tax-efficient manner.

ChristineChristine brings more than 16 years experience in financial services to her role as a Private Banker. She provides comprehensive financial management to select clients and their families throughout Vancouver Island.

Working with a relatively small client base allows Christine to act as a true financial partner for her clients and their families. As neede, she collaborates with clients' legal, tax and insurance advisors to develop a strategy and plan to realize their personal and financial goals.

Christine's approach is to deliver a sophisticated banking experience and tailored suite of services that is customized to the unique needs of each client. In doing so, she designs packages for her clients that include high-end credit solutions, wealth management planning, business succession planning, estate planning and domestic and international trust structures. Through RBC, Christine also works with a vast network of specialists, in Canada and in key markets.

Christine is a licenced Personal Financial Planner and Specialist in Financial Counselling.

RBC Partners

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