ROCKWELL BARBER WEALTH MANAGEMENT GROUP - Key Persons
Job Titles:
- Financial Planning Specialist, RBC Family Office Services
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree (Accounting) from Carleton University.
Chris began his career with a major international public accounting firm for 5 years upon graduation from university. Chris then started his role in wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance solutions. Chris utilizes his experience as a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.
Job Titles:
- Investment Advisor
- Senior Portfolio Manager
- CIM
- Senior Portfolio Manager and Investment Advisor With RBC Dominion Securities
Job Titles:
- Senior Investment Advisor
Job Titles:
- Investment Advisor
- Portfolio Manager
Job Titles:
- Partner
- 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:
- Assistant Branch Operations Manager
Job Titles:
- Branch Operations Manager
Mike believes in making clients' lives better and that long term success doesn't happen by accident. He understands that financial decisions need to be made with precision and loves knowing that his work helps people succeed in achieving their tax, retirement and estate planning goals. Working closely with clients and their advisors, Mike puts together high-caliber solutions while providing simplicity to complex situations. For nearly 30 years, Mike has dedicated himself to the financial services industry where he has focused on family wealth planning and the benefits of life insurance solutions. He joined RBC in 1997 and is a member of Advocis, the largest voluntary professional membership association of financial advisors in Canada. When not at work Mike enjoys spending time with family, on the golf course, travelling and being outdoors.
Mike resides in Barrhaven and is married with 2 children. He has been with RBC for over 30 years and brings a dedicated Financial Planning process to our team.
Job Titles:
- Senior Investment & Wealth Advisor
Job Titles:
- Member of the Estate Planning Council of Ottawa
Partnering with your advisor to protect your wealth and peace of mind. Tom is dedicated to helping you meet your goals to build, protect and transfer your wealth. With 30+ years of financial services experience, he works passionately to provide valuable estate planning and wealth management services through the offer of insurance-based solutions. A member of the Estate Planning Council of Ottawa, Tom holds the Certified Financial Planner, Chartered Life Underwriting and Chartered Financial Consultant designations. He is a graduate of Carleton University with a Bachelor of Economics. In his personal time Tom volunteers as treasurer on the board of the Rivermead Golf Club. He keeps busy golfing, curling and running while proudly supporting Ottawa's sports teams.
Trevor resides in Ottawa and is married with 2 children. He has been a member of the Royal Bank Financial Group since 1992 and brings a unique perspective to our security selection process. Trevor's responsibilities include portfolio management and the development of our asset allocation models.