CATHYBAYLES.COM - Key Persons
Christie joined RBC Dominion Securities in 2018 and has over 15 years of experience as a licensed Associate. She has a broad background in client service and administration, which helps provide detailed administrative support to the team.
Christie was born and raised in Orillia. She graduated from Georgian College with a Business Marketing diploma and holds a diploma in Fashion Design & Technology from George Brown College.
Job Titles:
- CIM
- Portfolio Manager & Financial Planner
Jeff brings over 25 years of work experience to his role with RBC Dominion Securities and joined RBC Wealth Management in 2014.
Jeff provides wealth management solutions to business owners, executives, professionals and retirees. His passion is working with clients whose financial situations have become increasingly complex due to the accumulation of wealth and now seek a more comprehensive approach to managing their financial affairs. In additional to investment management this may also include tax minimization strategies, business succession, retirement planning, estate planning, insurance and philanthropic planning.
Prior to working at RBC, Jeff was a partner at a consulting firm and was a vice president at a Fortune 500 Company. After qualifying as a Chartered Accountant (CPA, CA) while working for a multinational professional services firm, he worked in corporate reporting and analysis.
Jeff graduated from the University of Waterloo in 1993 with an Honors degree in Mathematics (Computer Science). He also holds the Certified Financial Planner (CFP) designation and the Chartered Investment Manager (CIM) designation.
Jeff moved to the Midland area in 2019 and is very supportive of many worthwhile causes in our local community. Currently, he is a Board Member and Chair of the Audit and Finance Committee at the Georgian Bay General Hospital Foundation and is a former Board Member and Treasurer at Quest Art School + Gallery.
Kerry joined RBC Dominion Securities in the spring of 2008. She has worked in the financial services industry since 2005 and has a background in administration and customer service. Kerry provides detailed administrative support to the team.
Kerry was born and raised in Barrie and graduated with honours from The Toronto School of Business for Accounting Administration and Payroll.
Job Titles:
- CIM
- Portfolio Manager & Wealth Advisor, Financial Planner
Michelle has over 30 years of experience in wealth management and has been successfully managing investment portfolios over this time. Michelle is a Portfolio Manager, Discretionary Manager, and a Fiduciary. She specializes in the creation of personalized investment portfolios and financial plans. Highly skilled in a diverse range of wealth management services, Michelle offers expertise in estate planning, business succession, retirement planning, insurance, as well as philanthropic planning. She has a genuine passion for investment management and helping her clients achieve their financial goals.
Michelle is a graduate of Acadia University with a BBA. She holds her Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Professional Financial Planning (PFP) designations. She is options and insurance licensed and a lifelong learner who believe in education as a tool for success.
Michelle was born and raised in Windsor, Ontario and has a large extended family. She currently resides in Simcoe County and is an active member of her community. She loves to ski in the winters, boat on Georgian Bay, and golf in the summers. Michelle's biggest achievement is being the proud mother of her two wonderful sons who are both commercial pilots.
Job Titles:
- Branch Operations Manager