STUART CARSON - Key Persons
Job Titles:
- Senior Investment Advisor
Job Titles:
- Branch Operations Manager
As Branch Operations Manager, Angela provides administrative and technical support to all Nova Scotia branch staff in the day-to-day operations and works closely with the rest of the Nova Scotia Management team to ensure that internal procedures run smoothly. Prior to joining Dominion Securities in 2018, Angela worked as a Manager in the highly regulated Gaming industry for 20 years. Leveraging her previous experience and her attention to detail, Angela assists with key operations such as compliance / registrations / regulatory changes and completing audit requirements. Outside of the office, Angela enjoys spending quality time with her family and friends, hiking with her dog and traveling.
Job Titles:
- Regional Branch Operations Manager
With over 15 years industry experience, Barbara works closely with our Regional Director, as well as management teams across the Atlantic region and advisor teams in Nova Scotia to ensure the smooth processing of operations duties and compliance requirements being upheld. Leveraging her leadership skills and keen attention to detail, Barbara adds value by overseeing branch and employee management, providing guidance and support to the region's Branch Operations Managers.
Job Titles:
- Associate
- Associate With RBC Dominion Securities
Job Titles:
- Certified Public Accountant
- Chartered Accountant
- Core Team of RBC Wealth Planning Specialists
- Portfolio Manager & Wealth Advisor
As a registered Portfolio Manager, Brent provides tailored goals-based investment solutions and wealth planning for a number of high-net-worth families, professionals and institutions.
Through RBC Dominion Securities Private Investment Management, Brent delivers a premium level of wealth management that provides clients with confidence and peace of mind. Advisor-managed portfolios allow clients to focus on their personal goals with the confidence that a professional Portfolio Manager is managing their day-to-day investment decisions within specific guidelines outlined in their customized investment policy statement.
In addition to portfolio management, Brent works closely with his wealth management partners to provide clients with personalized wealth solutions. Our team collaborates in the delivery of integrated financial and estate planning strategies for wealth management, tax-efficiency and intergenerational wealth transfer.
Brent is a Chartered Accountant, Certified Public Accountant (Illinois) and was awarded the distinguished Chartered Financial Analyst (CFA) designation. He is a graduate of Mount Allison University's Commerce program and is the former treasurer and long-serving board member of the Atlantic Canada CFA Society.
Job Titles:
- CIM
- Senior Portfolio Manager & Wealth Advisor, Financial Planner
As Senior Portfolio Manager of Butler Wealth Group of RBC Dominion Securities, Chris is committed to building and maintaining successful relationships with clients. To ensure first-rate client service, Chris begins his wealth management process by listening to clients' needs to establish realistic goals. To build clients wealth and streamline their future success, Chris works with clients by helping them implement a personalized wealth management plan that reflects the ultimate wishes of the client, their family, and their business.
With over 30 years of financial service experience, Chris has obtained his Certified Financial Planner (CFP) designation, Chartered Investment Manager (CIM) designation, and Certified International Wealth Manager (CIWM) designation.
Outside of the office, Chris enjoys camping, boating, and playing music.
Job Titles:
- Branch Operations Manager
Christina has been with RBC Dominion Securities since 2006, both in Branch Operations Manager and Associate Wealth Advisor roles.
As Branch Operations Manager, Christina is the main point of contact for all Nova Scotia branch team members and day-to-day general human resources items. She works closely with the Nova Scotia Management team to ensure everyone is up to date on compliance and continuing education requirements, and excelling at a high level of training and practice management. Christina draws on her extensive experience and training to provide meaningful support and coaching to every team member.
A big believer in professional development, Christina has completed the Canadian Securities Course, Wealth Management Essentials Course, and Advanced Investment Strategies (AIS) course, among others. Through her years of study, she has now earned a Certificate in Advanced Investment Advice.
In her free time, Christina and her family enjoy spending time together, staying active through seasonal sports, camping and exploring the beautiful places the East Coast has to offer.
Job Titles:
- Associate
- Alex 's Associate
As Alex's Associate, Farhana provides courteous and timely client service, overseeing all administrative procedures and requirements. With her keen attention to detail, Farhana processes a variety of client requests - in addition to trading instructions.
Before joining the RBC Dominion Securities team in 2016, Farhana worked as a Client Advisor for RBC Royal Bank. She leverages her knowledge of RBC banking, as well as her Masters of Finance and Diploma in Computer Science to help clients achieve their goals.
Outside of the office, Farhana enjoys traveling, reading, and spending quality time with family and friends.
Job Titles:
- Investment Advisor & Financial Planner
- Investment Advisor and Financial Planner With RBC Dominion Securities
As an Investment Advisor and Financial Planner with RBC Dominion Securities, Jeanne Gillard provides professional financial planning and wealth management advice to clients. Jeanne provides a comprehensive range of wealth management services to help you and your family build and protect your wealth. Jeanne is dedicated to providing sound advice, expert execution and peace of mind for clients who need solutions for broad and complex financial needs. Clients appreciate direct accessibility to their advisor, ongoing client care and someone who truly listens to what is important to them.
Jeanne draws on her diverse background of industry experience and works closely with the specialists on her team to develop thorough wealth management solutions for her clients. A firm believer in ongoing education, she has acquired the industry designation of Personal Financial Planner (PFP). Outside of the office, Jeanne and her husband enjoy spending time with family and friends, travelling near and far and enjoying the many outdoor activities our region has to offer.
Job Titles:
- Investment and Wealth Advisor of Butler Wealth Group of RBC Dominion Securities
- Portfolio Manager and Wealth Advisor
As Investment and Wealth Advisor of Butler Wealth Group of RBC Dominion Securities, Jeff provides professional financial planning and wealth management advice to clients. With a diverse background of industry experience, Jeff utilizes his expertise in personal banking, financial planning, and commercial banking to deliver personalized solutions to clients. Jeff shares the Butler Wealth Group team philosophy that is based on providing first-rate client solutions that align with their unique financial equation and long-term goals.
After receiving his MBA from Saint Mary's University, Jeff continued his professional education and obtained his Personal Financial Planner (PFP) designation from the Canadian Securities Institute. Jeff is also a CFA Charterholder.
Outside of the office, Jeff spends his time traveling, hiking, camping, and playing the guitar.
Kayla is fully involved in all areas of client service. Kayla graduated from the University of New Brunswick with Honours in Finance in 2014, and since then she has been working full time in the financial industry. Kayla has developed a high level of knowledge of important issues facing our clients and works closely with them to understand their specific needs and financial goals.
In partnership with a core team of RBC wealth planning specialists, Brent and Kayla are able to combine their financial expertise and commitment to client satisfaction with the professional services of Canada's leading provider of wealth management.
Job Titles:
- Regional Director
- Regional Director of RBC Dominion Securities
Stewart Robinson is the Regional Director of RBC Dominion Securities, Atlantic. Stewart joined the firm in 1997 and has been a member of the senior management team for the last 7 years overseeing wealth management operations for Atlantic Canada and providing leadership, coaching and supervision across all Dominion Securities branches in the region.
In addition, Stewart is the senior management liaison for both the National Manager Advisory Board, and the Investment Advisor Advisory board. He also sits on the steering committee for RBC Wealth Management's Women's Advisory Board.
Tracy Bentley is an authentic, trusted leader who naturally inspires others to unlock their unique potential and tap into their best selves. A champion of teamwork, mentorship and collaboration, Tracy's energy and compassion fuel both employee and enterprise growth, resulting in high performing teams that create a winning and inclusive atmosphere. With over 20 years' experience in the financial services industry, Tracy has progressed through a variety of roles of increasing complexity and accountability with RBC. Prior to her taking a leadership role at RBC Dominion Securities, Tracy was Regional Vice President, Private Banking for Atlantic Canada and previously led Financial Planning and Relationship Managers in her role as Manager, Financial Planning.
In her current position, Tracy is responsible for providing broad leadership and support to the Nova Scotia RBC Dominion Securities Team in key areas, including business development, ONE RBC collaboration and performance coaching. She will be working closely with the Regional Director for Atlantic as well as the Operations Management team for Nova Scotia to oversee all aspects of the Nova Scotia branches. She will maintain and develop business relationships throughout RBC Financial Group and within communities across Nova Scotia.
Tracy has a Master's degree from Dalhousie University, is an accredited financial planner and is active in her community, supporting non-profits such as Phoenix Youth Group. She also enjoys the entrepreneurial side of business, having owned a boutique retreat business in PEI.