CHARLES FOX - Key Persons
Cheri joined RBC Dominion Securities in July 2006, and has 20 years experience in the financial services industry. She demonstrates excellence in the level of client service that my clients deserve. As a result, Cheri was recently recognized nationally by her peers for her commitment to excellent customer service. Her role focuses on client care and administration. Cheri will serve you well with any client care requests including account formation, account maintenance to ensure your information is up to date, tax packages, statements, and online account access.
Job Titles:
- Branch Operations Manager
Job Titles:
- Vice - President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc
For Colin, it's not about focusing on money but rather on making it work the way you want. It's about seeing your family and business properly protected. It's knowing that he is there to help alleviate stress related to financial worry.
Colin is driven to provide the best financial advice that aligns with your wealth goals and objectives. A firm believer that there is a need to keep conversations fluid and ongoing ensures he provides you with estate planning advice and insurance-based solutions that address your needs.
Married with 2 daughters and busy chasing after 2 dogs, Colin's happiest being with those he loves. His Prairie upbringing instilled the value of family and to be grateful for life's simple things. "I'm here. I want to help others and I'm always willing to do more."
Job Titles:
- Senior Investment Advisor
Job Titles:
- Associate Wealth & Investment Advisor
- Senior Investment Advisor, Cheri Scott
We welcomed David to the team in August 2013. In the Associate Advisor role, David brings over 20 years of experience to the Wealth Management team. David's clients value his attention to detail and his ability to build strong relationships with clients and their families. As a designated Personal Financial Planner, David uses his expert knowledge to create extensive wealth management solutions for our team.
Job Titles:
- Advisor
- Associate
- Associate Advisor at RBC Dominion Securities
Job Titles:
- Senior Branch Operations Manager
Martina joined our office in 2019 and is enjoying her journey into Wealth Management. Having completed all of her examinations and training she is now an accredited associate, with an extensive background in customer service relations she will be available to provide guidance and assistance in many areas of our practice.
Job Titles:
- Partner
- Chartered Professional Accountant
Tim has been working in the financial services industry since 1992 both as an advisor and financial planning specialist, where he assisted advisors with providing high-quality financial planning services to their high-net-worth clients.
Prior to joining RBC, he was a Financial Advisor offering investment and insurance solutions while providing comprehensive financial planning guidance and advice to successful executives, farmers, business owners, professionals and other high net worth individuals. Tim's extensive expertise and experience helps clients address all areas of financial planning.
Tim is a Chartered Professional Accountant (CPA) and was awarded a Fellowship designation in 2012 by CGA Canada. He is also a Certified Financial Planner (CFP) and Chartered Life Underwriter - CLU (a wealth transfer and estate planning designation).