RACINE-MARCOTTE ADVISORY GROUP - Key Persons
Job Titles:
- Advisor
- Associate
- CIM / Associate Advisor
Graduated with a Bachelor of Commerce in Finance from Concordia University, Alex has been working in the investment industry for over 10 years. He is currently licensed as a Registered Representative to provide investment advice and was awarded the title of Chartered Investment Manager (CIM) in 2016. Alex enjoys keeping up to date on all matters within the financial industry and is always there to reassure you, should you have any questions regarding your financial objectives. With a keen interest in portfolio management and applying various investment strategies, his goal is to provide you with an exceptional client experience for any of your wealth management needs.
Daiva joined The Racine-Marcotte Advisory Group at RBC Dominion Securities in 2022. She has been with the firm since 2002 and has assisted a variety of advisory teams with administrative request and client support. A graduate of Concordia University, Davia holds a Bachelor of Arts majoring in Economics.
With her decades of experience contributing to different teams throughout the firm, Daiva brings versatile client service expertise and valuable insight to our team. Her dedication and attention to detail help ensure your account is managed with the utmost care.
Daiva's involvement in her cultural community plays a vital role in her life outside of the office, allowing her to blend her organizational skills with personal, family and community growth.
On St-Valentine's day of February 14th, 1994, Nathalie started her ''love story'' with the investment management profession of Investment Advisor at RBC Wealth Management Dominion Securities. Since then she has continued to refine her passion by obtaining designation of ''Canadian Investment Manager'' (CIM) as well as ''Options Trading''. In 1999, the Canadian Securities Institute confers her the title of ''Fellow of Canadian Institute of Securities'' (FCSI), the highest distinction of the Industry. In 2005, she was appointed Vice-President at RBC Wealth Management Dominion Securities and in 2006 she obtains the exclusive license of ''Portfolio Manager'' enabling her to offer her services to a high net worth clientele in Canada and the United States. Nathalie is also part of the Executive Council of RBC Wealth Management Dominion Securities since 1997. Nathalie also enjoys devoting time to organizing the ''Great Show'' annual fundraiser event for Muscular Dystrophy Canada.
To help entrepreneurs, professionals and retired clients in all aspects of Family Wealth Management, Tax Planning and Estate Planning, Nathalie has also obtained her license as a Financial Security Advisor. She particularly enjoys developing tax planning strategies to reduce your tax burden and has assembled a dynamic team of tax professionals as well as personal insurance experts. This "Olympic Team'' as she calls it, is consisting of market analysts, portfolio managers, accountants, tax specialists, notaries, lawyers, bankers and life insurance expert all of which will be at your service to explore a wide range of management tools to help you reduce investment risk and allowing you and your family to achieve and maintain long term and reliable financial independence.
Nathalie's ultimate goal is to help you improve your quality of life while giving you peace of mind.
Philippe obtained the license of Investment Advisor in April 1997. Following the successful completion of theFinancial Planning course of the Canadian Securities Institute in 1999, Philippe was awarded the title of Canadian Investment Manager (CIM) and is also licensed as a Financial Security Advisor. In 2007 Philip was awarded the title of Portfolio Manager.
Through active listening, Philippe can help you prepare your financial blueprint and provide an overview on your family situation, your income at retirement and your estate planning. His expertise is to design a plan to build and protect your family heritage by developing financial scenarios for the implementation of concrete actions to meet your family and your company's needs.
Philippe helps you maintain control of your assets while respecting your personal pace and your long term time horizon with integrity and confidentiality.