PAREKH-HAYNES GROUP - Key Persons
Job Titles:
- CIM / Senior Portfolio Manager & Investment Advisor
Devon loves coaching, whether it's helping our clients understand their net worth projections using real-time planning tools or developing bantam curlers so they can take their curling to the next level.
Devon began his career at RBC in 2016, as a technical specialist. Before long, he had joined our team to help with investment research, trade execution, and wealth plan coordination. Given the analytical nature of his responsibilities, it comes as no surprise to our clients that Devon has a Master's degree in Exploration Geophysics, and is a self-proclaimed "heavy user and secret fan of spreadsheets."
However, what comes as a surprise to some of our clients is that Devon once curled competitively and at the provincial level. It's a passion of Devon's that he credits as reinforcing the power of discipline, teamwork, and having fun doing what you love.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Several years into her career as an aerospace engineer, Elyse started to notice there was "little relationship between what I put in and what came out." That's when she began to take a close interest in the wealth management space, where Elyse recognized a direct and clear correlation between the effort put into caring, listening, helping, and developing deep relationships with clients, and the success clients achieved in wealth and life. And so, Elyse took the leap into wealth management, where her passion for people and drive (in other words, what she put in), would create financial peace of mind for her clients.
Today, Elyse has over 25 years of experience helping individuals, families, and business owners with their financial planning and investment needs. She leads the Clements Private Wealth team with a strong belief in building things to last, be that her clients' wealth or her talented team.
Highly technical and analytical by nature, Elyse embodies the growth mindset of learning, curiosity, and working hard to arrive at solutions. Yet, building relationships is what ultimately motivates her; that, and helping her clients live a "balanced life" of enjoying the wealth that our team helps them build and protect.
For Elyse, part of living a "balanced life" is giving back to her community. This includes several years on non-profit boards, including the University of Sudbury, Science North, and the Sudbury Community Foundation. As avid cyclists, Elyse and her husband spend much of their spare time cycling throughout the region.
Elyse completed a degree in aerospace engineering as well as graduate work at the University of Toronto Institute for Aerospace Studies before beginning her career at deHavilland (Bombardier) Aircraft. After earning advanced industry certifications, including the rigorous Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations, Elyse became part of a select group of advisors at RBC who are licensed Portfolio Managers within the Private Investment Management group.
Job Titles:
- Fellow of the Canadian Securities Institute
- Financial Planner
Gene is a Fellow of the Canadian Securities Institute and holds the Certified Financial Planner and Professional Financial Planning designations. He has enjoyed a 30+ year career with RBC, spending the last 21 years as a financial planner.
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree in 1992. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is also a member of the Society of Trust and Estate Practitioners. Grant has completed the in-depth tax program with the Canadian Institute of Chartered Accountants (Levels I, II and III). Grant has over 25 years of progressive experience in various roles within the financial services field. In addition to his work with RBC Wealth Management, he is currently teaching Tax and Estate Planning courses for the Institut Québecois de Planification Financière to support the continuing education requirements of financial planners in the province of Quebec. Grant has also provided support to the Financial Planners Standards Council of Canada as a subject matter expert and has taught financial planning courses at George Brown College in Toronto.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Advisor with RBC Wealth Management Private Banking, Marian provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs.
Working as a single point of contact, Marian will access specialists from across the organization in order to provide a complete range of complementary services to support the individual short and long term goals of our Wealth Management clients in the Waterloo/Guelph-Cambridge-Orangeville area.
Marian draws on 16 years of experience within RBC. She was recently a Financial Advisor in our North Guelph community for 8 years and prior to that, she worked at Dominion Securities for 2 years as an Investment Advisor Assistant. She had the opportunity to engage in several aspects of our retail growth and client retention helping drive RBC's direction for the future and foster long-term client relationships across multiple channels within our Communities.
Marian has successfully attained her Bachelor's Degree in Psychology and currently holds accreditations through the Canadian Securities Institute which includes IFIC, PFSA and FP1. Her focus is to deliver an Exceptional Advice Experience for high net worth households that work directly with our Wealth Management partners.
Marian resides in Guelph with her husband and 2 children.
Megan brings over 18 years of experience with RBC to her role as an Associate with the Parekh-Haynes Group. Her extensive banking experience proves invaluable when assisting clients with execution on any transaction or serving as a client relationship liaison for the team.
Megan's attention to detail, excellent customer service standards and hard work ethic always ensures administration runs smoothly and accurately.
When not in the office, she loves spending quality time with her family and close friends, as well as enjoying her passion of photography and refinishing furniture..
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
- Private Banking Premier Advisor
As a Private Banking Premier Advisor, Monica Gonsalves provides tailored financial solutions for the banking and credit needs of select high-net-worth clients that work with RBC's Wealth Management partners in the Guelph, Cambridge, Kitchener, Waterloo, and Orangeville communities.
As a part of this relationship, Monica will access specialists from across RBC in order to work collaboratively to provide a complete range of complementary services that include credit and leverage strategies to support individual short and long term goals.
Monica offers an extensive background in client relationship to her role as a Premier Advisor, drawing on 12 years of experience within RBC, consisting of a wide range of Insurance, Leadership and Advisory positions.
Monica attended Seneca College, completed a number of Coaching and Communication courses, and has continued to deepen her knowledge and expertise through the Canadian Securities Institute with key industry designations such as IFIC, PFSA and FP1. She was the head coach to the Guelph Knights U12 and U13 basketball teams for two years, and continues to volunteer her time in the community.
Away from the office, Monica enjoys spending time at the family cottage in Bayfield, practicing yoga and playing guitar.
Job Titles:
- Financial Advisor
- Investment Advisor
For over 20 years, Sammy has been a financial advisor helping individuals and families achieve their personal and financial goals. He is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of life for his clients.
Sammy and his team specialize in providing advice on investment portfolios, insurance solutions, tax-efficiency, retirement and estate planning. Sammy enjoys investment analysis and working closely with clients to develop customized portfolios and strategies to match their risk and return objectives.
His education includes a combined undergraduate degree in Mathematics from the University of Waterloo and Business Administration from Laurier University, with an emphasis in finance.
Job Titles:
- Member of the Chartered Professional Accountants of Canada
Scott is member of the Chartered Professional Accountants of Canada, the Institute of Chartered Accountants of Ontario, and the Financial Planners Standard Council. He is a Canadian Association of Family Enterprises trained family business facilitator, a Family Business Advisor and graduate of the University of Guelph with an animal science and agriculture business degree. He is also a member of the Canadian Association of Farm Advisers and holds a CAFA designation, (Certified Agriculture Farm Advisor).
Job Titles:
- Vice President and Will & Estate Consultant, RBC Family Office Services
Shannon worked in private practice for ten years before joining RBC in 2010.
She specialized in the areas of Wills & estate planning, estate administration and real estate. Shannon graduated from the University of Guelph with a Honours B.A. and received her LL.B. from the University of Toronto in 1998. She is a Member of the Law Society of Ontario.
Shannon lives in Woodstock, Ontario with her husband and three kids.
Tamara is often the first voice you hear when you call into our office or come in for a visit, and also "my favourite part of the job." She's known around the office for her extraordinary ability to leverage technology and process, be that collaborating with clients and accountants for personal and corporate income tax preparation, or everyday client account management. Tamara is always there to deliver a thoughtful and thorough experience for clients, and if you ask them, they'd say Tamara's true talent is with people.
Before Tamara joined Clements Private Wealth, she was a valued member of the RBC technology support group in Toronto. Before that, she volunteered regularly at the Toronto Humane Society and considered going into veterinary care. Tamara now has built over 15 years of experience in both the wealth management and technology space and hasn't looked back.
When Tamara isn't using her diverse background and skill set to help make our clients' lives a little easier, you can find her and her family enjoying the nature around their Sudbury home with their several critters.
Job Titles:
- Estate Planning Specialist
As Vice-President & Estate Planning Specialist, Thomas specializes in the preservation and enhancement of wealth. He employs a comprehensive process to assess your wealth management needs and recommend creative, tax-exempt insurance solutions to address them. Thomas will create a tailored plan using insurance solutions to increase and secure your wealth, reduce the impact of future taxation and structure your estate so your wealth is transferred to your heirs in accordance with your wishes. Thomas evaluates various insurance offerings including life insurance, annuity and living benefits. Thomas joined the insurance industry in 1984 after completing a university degree in economics. In 1995, he joined RBC Wealth Management and is one of the agency's longest serving employees. Highlighting his commitment to the industry, Thomas also holds the Chartered Life Underwriter (CLU) designation.
Wesley spent three years in the financial planning program at Conestoga College before starting his career in the financial services industry 15 years ago. Prior to his current role, he worked with TD Canada Trust, and for four years as a financial planner with the Bank of Montreal, providing high-net-worth planning services to his clients and their families.
13 years ago he partnered with Sammy Parekh at RBC Dominion Securities. Today, he helps families preserve and protect their wealth, plan for the future and minimize their taxes.
Outside of work he enjoys spending time with his twin girls, and activities such as tennis, squash, skiing and adventure activities with the family.