BURLINGTON BRANCH OF RBC DOMINION SECURITIES - Key Persons
Adam joined RBC Dominion Securities Inc. eight years ago after spending 13 years in the Canadian Forces as an Air Navigator. Adam now applies the lessons learned from that unique experience to the practices of the Investment Advisors that he works with. Adam's focus is to improve team practice management and discipline to provide a superior client experience. Adam is married with two kids, where all of his spare time and energy are focused.
Job Titles:
- Investment Advisor
- Lead Investment Advisor for Jaiswal Wealth Management
Job Titles:
- Branch Operations Manager for DS
With over 20 years of experience as a Branch Operations Manager for DS, Carolyn Stewart brings a wealth of knowledge and expertise to her role, and to her branch.
She utilizes her many skills and strengths, liaising between all levels of outside support and the branch to create efficiencies for clients and advisors alike.
Carolyn's ambition and high energy are a driving force behind many of the staff appreciation events and community projects. She creates a warm and positive work atmosphere every day.
In her spare time, Carolyn enjoys gardening and loves to travel to tropical destinations.
Job Titles:
- Advisor
- Associate
- Member of the Aubertin Group
The newest member of The Aubertin Group, Cat brings a unique and well-rounded perspective to our team. She has previously held roles in financial planning and insurance, in addition to running her own successful interior design business. This varied experience allows her to expertly assist our clients with clear, straightforward advice and help them gain control over their finances.
Job Titles:
- CIM
- Senior Portfolio Manager & Wealth Advisor
Passionate about helping others thrive, Jenn brings nearly two decades of experience to The Aubertin Group. As senior portfolio manager and wealth advisor, she leads our practice with integrity and compassion, working with families and designing roadmaps to address each one's life transitions, both planned and unplanned. Jenn takes pride in the relationships she has built with clients over the years, and expertly leverages her Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations to serve every client's wealth in its entirety.
With over 20 years of industry experience, Tammy is a core part of The Aubertin Group. As an expert in all things administrative, she supports our team through day-to-day tasks, such as opening accounts, tax documentation, and reporting. Tammy prides herself on consistently providing our clients with an exceptional level of service, working tirelessly to ensure their every need is met.