Certifications in Responsible Investment: Responsible Investment Advisor Certification (RIAC)
Louis Rodrigue
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
Maxime Bedard
Derek Levesque
Derek has worked with RBC for over 13 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Derek has achieved the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
Andrew Kirsop
Cooperative based financial planning to put the client first.
Angela Wittmann
Affluent business owners, professionals and individuals can feel reassurance, confidence working with me, a designated CERTIFIED FINANCIAL PLANNER professional for almost 30 years. Together, we will take into consideration all aspects of your written Financial Plan, not just your investments. I can assist you achieve peace of mind while going through transition such as the sale of a business, retirement, change of career, death of partner, divorce or an inheritance.
As a Chartered Life Underwriter, I have advanced training in income protection, insurance, estate, and business planning. I can assist you in making sense of what you have and what you need to consider.
I use my business as a force for good for all clients, our community and our planet. As a Responsible Investment Advisor, I am strongly committed to sustainable investment solutions, that can enhance returns & mitigate risk.
Personally, I commit to a formal philanthropic statement to donate 1% of my annual gross revenue to charities focused on social and/or environmental impact. To start, donations will be directed to the YMCA. The Y is a charity close to my heart and is committed to nurturing the potential of children, teens and young adults, promoting healthy living and fostering social responsibility.
Rob Lauzon
Asset Manager
Duncan Brownlee
Duncan Brownlee, MBA, CIM, RIAC
RBC DOMINION SECURITIES
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.