RBC DOMINION SECURITIES - Key Persons
Job Titles:
- Will and Estate Advisor, RBC Royal Trust
As a Senior Will and Estate Advisor for the Prairies Region, Anisa brings an
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Branch Operations Assistant
Heather is a Branch Operations Assistant with 40 years of industry experience. Heather started with RBC Dominion securities in 1987 and has held various position within the firm. Having worked in various roles within the firm Heather is a wealth of knowledge for her clients and fellow team members. Outside of the office heather enjoys spending time with her grandchildren and is passionate about helping animals at the Calgary Humane Society where she volunteers.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for the Calgary area, Jacky works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. He partners with Investment Advisors and Counsellors across the Region, and provides personalized service and tailored advice, to efficiently manage their day-to-day banking needs.
Jacky's formative years were spent in Britain. After graduating there, he moved to Hong Kong where he obtained a Bachelor's Degree in Economics & Marketing. Later, he immigrated to Alberta, Canada, and acquired a Diploma in Financial Services from the Bow Valley College in Calgary. His global education, and experience at RBC over the past few years, have equipped him well for the Premier Banking Advisor role.
Jacky has since settled in Calgary, AB, and gives back to the community through volunteering activities with the Spinal Muscular Atrophy Organization, and tutoring at various High Schools in the area. He is also fluent in Cantonese. His hobbies include hiking in the Summer; playing soccer; reading and travelling.
Job Titles:
- CA, CFP / Financial Planning Specialist, Family Office Services, RBC Wealth Management
- Chartered Professional Accountant
Kelly is a Chartered Professional Accountant (CPA, CA) with over twenty years of post designation experience. Kelly completed her Bachelor of Commerce degree (major in Accounting) at the Haskayne School of Business at the University of Calgary. She has also completed Level 1, 2 and 3 of the CICA In-Depth Tax Course and is a Certified Financial Planner.
Prior to joining RBC, she was a tax manager at one of the leading international public accounting firms. Kelly specialized in providing tax preparation and tax planning to individuals, owner managers, corporate and high net worth clients.
Kelly's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Job Titles:
- Branch Operations Assistant
Lori is a Branch Operations Assistant who has celebrated 43 years with RBC this year. During her tenure with RBC she has held various positions within bank branches until she joined RBC Dominion securities in 2019. Her wealth of experience, positive attitude, and professional demeanor all aid her in assisting out clients on daily bases. When she is not in the office she enjoys going for walks and spending time with her two granddaughters, husband and dog.
Job Titles:
- Operations Manager
- Vice Chair
- Branch Operations Manager
Lucas Thompson is a Branch Operations Manager with 17 years' experience in the financial services industry. Lucas joined RBC Dominion Securities in 2022, following a ten-year tenure with RBC where he held a variety of client relationship and management positions, and seven years as a finance manager in the automotive sector. In his current role, he manages Human Resources, operations and compliance responsibilities, ensuring adherence to internal controls, registrations and audit requirements. He enjoys the variety of his role and working with his team to meet their career goals.
Passionate about advancing diversity and inclusion, Lucas is a Vice Chair on the RBC AB&T Pride Employee Resource Group (ERG). He is also a member of the branch Technology Advisory board. Outside of work, he enjoys group fitness, hiking and sending time with his partner and his dog.
Job Titles:
- Associate
- Member of the My Team
Job Titles:
- Member of the My Team
- CIM
- Senior Investment & Wealth Advisor
- Senior Investment & Wealth Advisor CIM
Job Titles:
- Financial Planning Specialist, Family Office Services, RBC Wealth Management
Prior to joining RBC, Shauna was employed as a tax manager at one of the largest multi-national public accounting firms where she specialized in accounting, tax planning and compliance for individuals, owner-managed and corporate clients.
Shauna completed her Certified Financial Planning (CFP) designation in 2018. She received her Bachelor of Commerce (major Accounting, minor Finance) from the University of Alberta. She has completed Levels 1 and 2 of the CICA's In-depth Tax Course.
Shauna's primary role at RBC is to work together with the advisors in preparing and presenting comprehensive Compass Financial Plans.
Tonya was also a Professional NCCP Level III Figure Skating Coach for 20 years as well as a Professional Figure Skater with Ice Capades travelling in North America. The discipline and dedication required in her sport and coaching skills have served her well in all her positions within RBC.
Vickie (Victoria) Schneider obtained both her Bachelor of Arts and Juris Doctor degrees from the University of Calgary. Vickie is a member of the Law Society of Alberta.
Prior to joining RBC, Vickie practiced law at a national law firm where she advised clients on estate planning and tax matters including Wills, trusts, enduring powers of attorney and personal directives. Vickie also has experience with estate administration and charity matters.