RICHARD - Key Persons
Starting in the wealth management business in 1992, Betsy has accrued over 30 years of industry experience. She has taken on several roles and responsibilities in both front and middle office that, in the opinion of those who have the opportunity to work with her, make her among the most knowledgeable and capable associates in the business. Since joining Antidormi Wealth Management in 2014, she has become a trusted partner and friend for our clients, who rely on her to process the many tasks that go along with executing their overarching wealth plan.
As the Associate Advisor of the team, Betsy has attained specialized industry education that assists her in money management activities and the execution of investment portfolio strategy. Clients can reach out to her for a wide variety of needs, and she can often be found working closely with Danny to place trades or solve complicated administrative issues. With a family background coming from the Azores region of Portugal, Betsy also speaks fluent Portuguese.
In her off-work hours, Betsy enjoys spending time with, and looking after her two sons, two dogs, and her parents. Having put in her 10,000+ hours in the industry, both clients and colleagues feel lucky to benefit from Betsy's expertise.
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager & Wealth Advisor
Born and raised in Cooksville, Mississauga, Danny has long valued the importance of determination, hard work, and grit when achieving personal goals. From his first job at 14 to beginning his banking career by 18, many of these foundational experiences and values inform his approach to wealth management today.
Danny has spent the last 30 years teaching his clients vital wealth principles, tailoring solutions to their unique needs, and assisting them in taking charge of their financial future. He finds fulfillment in being his client's guide through the different stages of life, helping them reach their financial goals and avoid common pitfalls that can have negative, long-term effects on the creation of sustainable family wealth.
Furthermore, Danny takes pride in the strong, trusting relationships that he builds with his clients, and he acts as your first point of contact in all financial aspects of your life. Pulling from his experience in financial planning and investment management, he strives to provide clients and their families with confidence in their financial future, and the belief that their goals can be achieved with the right plan in place.
In his spare time, Danny enjoys completing DIY construction projects, golfing, curling, a little fishing, and spending time with his wife, daughter, and son.
Dominique joined Richard's Team at RBC Dominion Securities in February of 2019 . She previously worked at CIBC and Scotia Capital where she gained her early experience as an Associate. With over 10 years of experience in the industry Dominique is currently licensed as an Associate Advisor and Insurance Representative.
Dominique's main focus is Business Development and Client Experience for the Infantino Private Wealth Team. She is your main contact for all day to day operations and responsible for the overall satisfaction of our client base and onboarding process for our team.
Job Titles:
- Associate
- Investment Advisor
- CIM / Associate Investment Advisor
Kanti is a 19 + year industry veteran who can help you with all of your investment
questions. Over his career, he has guided clients through various market conditions, and
is well versed in helping clients preserve wealth in tough markets. He prepares portfolio
Job Titles:
- Branch Operations Manager
With over 10 years of experience in the banking industry, Karolina joined RBC Dominion Securities in 2006. Committed to providing you with timely and efficient client service, Karolina is responsible for a wide range of functions.
An excellent team player, Karolina's work is characterized by personal attentiveness and an exceptional attention to detail.
After earning an Honors Bachelor of Arts degree from Wilfrid Laurier University, Keltie began her career in the financial services industry in 2010.
Before joining our management team in Mississauga, Keltie has worked in the Oakville, Hamilton and Burlington branch of RBC Dominion Securities. Today, Keltie assists with our branch management with business growth plans. Keltie lives in Oakville and enjoys spending her free time with her husband, her son and daughter, family and friends. She is an active individual who enjoys cooking, golf and spending time at the family cottage on Lake Joseph.
Lu joined our team in 2024, driven by her passion for the wealth management business. Having completed all three levels of the Chartered Financial Analyst (CFA) program, she aims to leverage her knowledge in finance and investment analysis on her journey to becoming a CFA charter holder. Prior to joining the team, Lu earned her master's degree from the University of Reading and worked as a Business Specialist in the commodities industry, managing various company initiatives and working with clients to solve complex problems.
In her current role, Lu enjoys managing an assortment of service tasks and taking on special projects that help our clients reach their financial goals. She is a proactive team player with a growth mindset, consistently aiming to exceed expectations. Fluent in English, Mandarin and Cantonese, Lu's international experience has provided her with a broad perspective in understanding global developments. She welcomes any questions and is always available for a chat.
Outside of work hours, Lu has been a ballroom dancer and instructor for more than 10 years. She became a PADI Certified Rescue Diver in 2018 while working in the Philippines and enjoys freediving whenever she has the opportunity. Now that she is settling into her home in Canada with her husband, daughter, and two dogs, she is diving into learning winter sports as well.
Job Titles:
- Branch Operations Manager
- Personal Banker With the Royal Bank of Canada
A graduate from Ryerson University with a degree in Information Technology Management, Maila became a Personal Banker with the Royal Bank of Canada in 2000.
Subsequently, she joined RBC Dominion Securities as a Branch Administrator for the Mississauga office in 2006.
Dedicated to ensuring branch operations run smoothly for both staff and clients, Maila has completed the Canadian Securities and Conduct & Practices Handbook courses.
Max joined Antidormi Wealth Management in 2022, shortly after graduating from the University of Waterloo with an Honours Arts and Business degree. Having gained several industry-specific credentials, he is a licensed Investment Representative and enjoys working with clients to facilitate their wealth management needs through the execution of trades or processing of various contributions, withdrawals, transfers, and more.
Leveraging experience in digital transformation projects, Max aims to create internal efficiencies and processes using data for the benefit of clients. Also fascinated by the nuanced interplay between economics, politics, and capital markets, Max is currently working on further education in his pursuit of providing families with comprehensive wealth solutions.
Max enjoys downhill skiing, golf, and competitive basketball in his free time.