SCOTT SMITH - Key Persons
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Senior Investment Advisor
Carol has been providing excellent client service in the investment industry for over 15 years. Carol provides support in customer service, overseeing daily account maintenance, client transactions and a wide range of administrative duties. Carol stands out in particular for her detailed understanding of client accounts and her communication style, both of which clients appreciate greatly.
Job Titles:
- Associate Wealth Advisor
- CIM / Associate Wealth Advisor
Craig is the Associate Wealth Advisor on the team. In this role Craig is responsible for portfolio cash management and investment operations, including discretionary securities trading and rebalancing. Craig is also responsible for the development of client's retirement income projections through the development of the MyGPS, an evolving projection that aides in the decision making process to ensure the portfolio is positioned to meet future income needs.
Since joining RBC in 2016, Craig has held a variety of roles, including Client Solutions Specialist in 2020 where he managed a portfolio of $25MM across 11 branches in Eastern Ontario, generating over $10MM in referrals to RBC partners. Prior to joining RBC, Craig worked at a large Canadian financial institution before moving to an independent investment dealer in 2014.
Craig obtained a Bachelor of Commerce in Finance with honours from Carleton University in 2012. Craig holds the Chartered Investment Manager (CIM®) designation and has completed many industry courses including the Canadian Securities Course, Conduct and Practices Handbook, Wealth Management Essentials, Advanced Investment Strategies, Portfolio Management Techniques, and Estate Planning for High Net-Worth Clients.
Craig lives in Kanata with his family and enjoys playing a variety of sports and can be usually found on the golf course upsetting unsuspecting bettors.
Job Titles:
- Branch Operations Manager With RBC Dominion Securities
Jenny has been providing elite client service for more than 20 years including previous experience in the mortgage, insurance and investment industry. Jenny is often the first point of contact for clients and provides support to the team in the day-to-day management of client relationships - ensuring that the highest standards of service are maintained.
Job Titles:
- Vice - President & Will & Estate Consultant, RBC Family Office Services
Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
Job Titles:
- Associate Wealth & Investment Advisor
Kent has been in the investment industry for over ten years, including previous positions in Equity Research at leading independent investment dealers. As a graduate of Queen's University, Kent obtained a Masters in Finance. Kent holds the Chartered Financial Analyst (CFA) designation as well as his life insurance license. In addition to helping his clients meet their financial goals, Kent works closely with Brian in coordinating with our extended wealth management team.
With over 20 years of industry experience, Lynne plays an important role in delivering the team's client service model. As the first point of contact she is responsible for the general administration of accounts, scheduling client meetings and completing client requests.
Job Titles:
- Associate Branch Director & Investment Advisor
- Associate Branch Director With RBC Dominion Securities
As an Associate Branch Director with RBC Dominion Securities, Matthew Pestell assists Scott MacKinnon in supporting the Ottawa, Bells Corners branch staff. He helps set advisors and their teams up for success through established best practices as well as innovative leadership.
To excel in his mandate, Matthew leans on his expertise and 14 of industry experience, including previous positions in retail Branch Banking and Financial Planning. A graduate of the University of Toronto, Matthew obtained a bachelor's degree with Honours and committed to ongoing education, he has acquired the advanced industry designation of Personal Financial Planner (PFP®).
Job Titles:
- Assistant Branch Operation Manager With RBC Dominion Securities
- Assistant Branch Operations Manager
Job Titles:
- Branch Director
- Branch Director With RBC Dominion Securities