MITCH AIDELMAN - Key Persons
Anne-Marie Li joined the team in 2017. She provides customized financial services to high-net-worth individuals, including portfolio management and retirement planning. She contributes 20+ years of industry experience to our group, offering exceptional client care through her friendly and dedicated approach. She earned a Bachelor of Arts from the University of Toronto in 1995. She has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH) and the Wealth Management Essentials (WME) course. Anne-Marie and her husband, Jason, live in Richmond Hill with their children, Lauren and Oliver. Anne-Marie is an avid golfer and enjoys cooking and travelling in her leisure time.
Caroline Mak joined our team in March 2015. Previously she was a Private Banking Associate in RBC's International Private Banking Group, where she was instrumental in supporting various desks serving high net worth clients. Prior to joining RBC, Caroline worked in Hong Kong as a Private Wealth Associate for banks such as Bank Julius Baer and Bank of America Merrill Lynch using her multilingual abilities in English, Mandarin and Cantonese to service affluent Asian clients.
Caroline earned a Bachelor of Commerce in Finance and a Bachelor of Science in Psychology in New Zealand and moved to Canada in 2014. She has completed the Derivatives Fundamentals and Options Licensing Course in addition to her CSC and CPH Courses.
Caroline assists in the management of client portfolios, financial planning, and insurance along with administrative and compliance matters.
Job Titles:
- Investment Advisor
- Investment Advisor at RBC Dominion Securities Inc
Chanel Lawrence is an Investment Advisor at RBC Dominion Securities Inc. with a diverse range of professional experience in the technology and finance industries. Originally from South Africa, she immigrated to Canada 11 years ago and has since established herself as a trusted and reliable professional in the Canadian financial sector through her previous role as an Associate Vice President at Franklin Templeton Investments.
Chanel's passion for helping individuals and businesses achieve their financial goals is evident in her personalized approach to financial planning and wealth management. She takes the time to listen to her clients' unique needs and aspirations, and works closely with them to develop customized financial strategies that align with their objectives.
With a deep understanding of the Canadian financial landscape and an unwavering commitment to her clients' success, Chanel is a valuable asset to anyone seeking sound financial advice. Whether you're looking to save for your child's education, plan for retirement, or invest in your business, Chanel can help you navigate the complex world of finance and make informed decisions that will set you on the path to financial security.
In her free time, Chanel enjoys exploring the beautiful Canadian outdoors, cooking, dining at the best restaurants in the city, playing golf, beach volley ball and spending time with her family and friends.
Job Titles:
- Associate Portfolio Manager & Wealth Advisor
- CIM / Associate Portfolio Manager & Wealth Advisor
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
After graduating from the University of Toronto in 1970 with a Bachelor's degree in Commerce, Grant spent three years with London Life before entering the investment industry in 1973 at McLeod Young Weir. After five years at McLeod as a money market sales representative, he joined RBC Dominion Securities. Grant was the money market sales manager from 1982 to 1989 when he joined the Board of Directors at RBC DS. From 1989 to 1996, he operated the commercial paper department as a senior fixed income investment banker. In 1996, Grant moved to the private client group where he has been for the past 16 years counseling high net worth clients, foundations and corporations on managing and protecting their wealth. Grant is a Portfolio Manager licensed to offer discretionary investment management on your behalf.
Grant attributes his success to putting his client's investment needs, concerns, and objectives first. In addition, his ability to identify investment opportunities, regardless of market conditions, has been the cornerstone of his practice. With that in mind, he is supported by a strong team of professionals, who are committed to achieving a client's personal goals.
Grant's passions include all sports - particularly golf and hockey.
Job Titles:
- Associate
- Branch Director
- Associate Branch Director With RBC Dominion Securities
As an Associate Branch Director with RBC Dominion Securities, Mara Grant assists Scott Murray in supporting the Royal Bank Plaza - 25th floor branch staff. She helps set advisors and their teams up for success through established best practices, as well as innovative leadership.
Mara has over 17 years of wealth management experience and has worked in various strategy, business development and risk management roles with several firms, including RBC Wealth Management and another "Big Five" leading Canadian financial institution. A graduate of the Schulich School of Business at York University, Mara obtained a Master of Business Administration (MBA) with a major in international business. Committed to ongoing education, she has acquired various industry accreditations, including the Chartered Investment Manager (CIM) designation.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Matthew has been in the investment industry since 1996 and joined RBC Dominion Securities in 1999. In the three decades since, he has consistently demonstrated exemplary dedication to his clients, his colleagues, and the community. Matthew's efforts have led him to be named the President of the President's Club, the highest honour recognizing personal initiative, commitment to the industry, and dedication to a superior client service experience that extends beyond investment advice.
To build and preserve the wealth of high-net-worth individuals, trusts, and estates, Matthew develops customized portfolios fueled by dynamic asset allocation, taxsmart strategies, and sophisticated risk-management techniques. He collaborates with his team to deliver his clients a complete family office experience. Each team member contributes with an integral area of expertise, from relationship management and trading to strategy and administration. Matthew has an extensive network of wealth specialists to anticipate, address, and ultimately solve financial complexities that require not-so-simple solutions.
To enhance his professional expertise, Matthew has obtained several of the industry's most distinguished designations, including Chartered Investment Manager (CIM). He also holds a Bachelor of Commerce in Finance. Matthew and his wife, Elizabeth, live in Toronto with their children, Anderson, Everleigh, and Marlowe. He enjoys golfing, skiing, walking his dog Bogey, family time in Collingwood, and playing guitar in his band, Governor Douglas.
Job Titles:
- Branch Operations Manager With RBC Dominion Securities
As a Branch Operations Manager with RBC Dominion Securities, Oriana Tackoor oversees the operations of the Royal Bank Plaza - 25th floor branch, from day-to-day operations to special initiatives.
To excel in her role, Oriana draws on her expert knowledge and 12 years of experience in the wealth management Industry, including previous positions as Manager, Customer Service (banking), Senior Associate and Branch Administrator, all at previous member firms. A graduate of George Brown College, Oriana obtained a diploma in Hospitality Management, then began her career in the hospitality industry with Hilton Hotels International. Devoted to continued education, she is an accredited Registered Representative with IIROC.
Job Titles:
- Branch Director
- Branch Director With RBC Dominion Securities
As a Branch Director with RBC Dominion Securities, Scott R. Murray leads the Royal Bank Plaza - 25th floor branch, offering the highest-quality support to advisors and their teams, so they can offer the best service to you. He prides himself on identifying opportunities and resolving challenges strategically and speedily, and always has his ear to the ground for potential efficiencies and improvements. He also thrives on recruiting and coaching staff members, staying involved in his community, focusing on growing market share and building referral partnerships.
To guide the Royal Bank Plaza - 25th floor branch staff to success, Scott draws on his expert knowledge. He has been with RBC Dominion Securities for over 17 years, starting off his career as a summer student while earning his honours degree in economics at Brock University. Upon graduation, Scott held progressive roles in the Training and Practice Management department, before becoming an Investment Advisor in 2014 and joining the management ranks a year later.
Tracy is a graduate of York University and has been with RBC Dominion Securities for 10 years. In 2004, Tracy obtained the Fellow of the Canadian Securities Institute (FCSI) designation, which recognizes individuals who bring a rare combination of education, ethical training and experience to their firm and client's business. Also in 2004, she completed her Financial Management Advisor (FMA) designation through the Canadian Securities Institute.
Tracy lives in Toronto with her husband and their children Sawyer and Archer.
Wendy has been with RBC Dominion Securities since 2014. She obtained her Bachelor of Psychology & English at the University of Toronto and is licensed with the Canadian Securities Institute.
Wendy has extensive industry experience and her strong communication skills along with her energetic attitude makes her an integral part of our team. Wendy enjoys hobbies that include exploring new foods and traveling the world.