Paul Monette, B.Comm, CIM, FCSI

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Vice President / Portfolio ManagerRIA Advisor Logo 2014 web
RBC Dominion Securities Inc.

303 Moodie Drive, Suite 5500
Ottawa, ON
K2H 9R4

Tel: 613.721.4503 | Toll-Free: 1.800.423.8812 | Fax: 613.721.4680
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Licensed in Ontario, Quebec and Alberta

For over 25 years Paul has been helping people plan for and enjoy their retirement. In 1995 Paul joined RBC Dominion Securities, one of Canada’s leading full service investment firms. Prior to this, Paul served 10 years at Royal Trust where he not only managed assets but assisted seniors plan out their wills, trusts and Powers of Attorney. During this period Paul also enjoyed 3 years as a Branch Manager in Kingston and Ottawa.

As a Portfolio Manager, one of the investment community’s highest accreditations available in Canada, Paul will take on the full responsibility for the management of your portfolio. This is achieved within the risk parameters you set out in your personal Investment Policy Statement.

These guidelines may also address social issues that reflect your personal values. Within this realm of Paul’s business he fully respects that we are all products of various life experiences. A special questionnaire is completed to help determine those areas most important to you.



Our Sustaining Members

AGF
NEI
OceanRock
CIBC

RBC GAM
Sustainalytics
Addenda Capital

Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
CI Investments
Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
Desjardins
ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

Supporting Members

Evolve Funds
SAGE Connected Investing
Etho Capital
Changequity
Starboard Wealth Planners
The Smallwood Harvey Financial Group
Cash Management Group
The Wooding Group
Blue Heron Advisory Group
CoPower