As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
Marketplace Access: Ri Advisor
Craig Golightly
Hal Simonson
With my team of five licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $500,000 to invest.
Bryan Dar Santos
Michelle St Arnault
For more than 33 years, Michelle has been helping individuals and families achieve their financial planning goals by providing advice in all areas of financial planning.
In addition to her current role as advisor, Michelle has experience in numerous positions within the industry including:
Dealer Partner/Director
Branch Manager
Provincial Compliance Officer
Michelle works with and is supported by industry professionals and specialists, and by her husband and licensed assistant Dennis St. Arnault.
In her spare time Michelle does a lot of gardening and laughing at her cats, Chico and Teddy.
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.
Christopher MacRae, CFA, CFP
We help affluent families discover and achieve what is truly important to them.
Jennifer Rankin
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.