WEALTH MANAGEMENT - Key Persons
Job Titles:
- Community Member
- Senior Portfolio Manager & Wealth Advisor
Craig works closely with his clients to ensure he understands their goals and help them achieve their financial objectives. Providing professional wealth management advice through financial planning first and combining it with personalized insurance and investment solutions, you can be sure every facet of your wealth management needs will be met.
As a believer in lifelong learning, and has applied that to his multiple designations in the Financial Services industry. Originally a graduate of the University of Victoria with a BA in Political Science and History, Craig found his calling in finance and attended Okanagan University College to achieve his diploma in Financial Services.
After joining RBC Dominion Securities in 1998, he obtained his Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Canadian Investment Manager (CIM) designations. He has also been granted the Fellowship of Canadian Securities Institute (FCSI) designation, a hallmark of industry excellence awarded to only the most qualified individuals by the CSI's Academy of Fellows requiring at least five years of experience in the financial services industry, and practice in accordance with the highest ethical standards.
To enhance his knowledge of financial and estate planning, Craig also obtained the Chartered Life Underwriter (CLU), a must for advanced estate planning, the Certified Health Insurance Specialist (CHS) designations specializing in living benefits for individuals, business owners, and professionals, and the Trust and Estate Practitioner (TEP) designation to help clients with transfer of wealth between generations.
Away from the office Craig is an active community member, hosting free events for the citizens of Medicine Hat, and participating as past-president of the Medicine Hat Burns Club, the Cypress Club of Medicine Hat , the Medicine Hat Rugby and Development Association, and the Medicine Hat Sunrise Rotary Club. He has also participated on the Business Advisory Committees of the Medicine Hat College and Invest Medicine Hat.
As a happily married father of twins, Craig's other passions include skiing, snowboarding, music, writing, and travel, and has a life goal to "see as much of the world as humanly possible". There should be plenty to talk about when you connect with Craig.
Alissa joined RBC Dominion Securities in 2021. Since starting with RBC she has been a part of the management team in branch operations and administration, until recently transitioning to our team. She brings 5 years of previous financial service experience.
Alissa enjoys traveling, and spending time with her husband and two children.
Angela joined RBC Dominion Securities in 2003, and has over 15 years of experience in the financial services industry. She holds a Bachelor of Arts degree from the University of Calgary, and has completed a number of industry courses, including the Canadian Securities Course.
As an Associate Advisor, Angela is an integral part of the team, providing support on portfolio management, client service, and day-to-day operational functions.
Darcie joined RBC Dominion Securities in 2011. Since then she has been an integral part of the management team in branch operations and administration, until recently making the transition to our team!
Job Titles:
- Investment Advisor
- Senior Portfolio Manager
In the financial industry for over 27 years, Dave works in close partnership with Lonnie on a wide range of client initiatives for our practice.
A talent for building personal and professional partnerships based on insight, accountability and trust means that Dave plays a key client service role in our practice.
Exceptionally sensitive to the nuances of client/advisor relationships, Dave has a unique gift for helping us discover and define a client's financial strengths, weaknesses, blind spots and - sometimes - assumptions that have been overlooked or unacknowledged.
Married with three children, Dave especially enjoys spending time and traveling with his family. He watches all sports, and plays golf.
Job Titles:
- Advisor
- Associate
- Associate of Fifth Avenue
A three-decade veteran with the RBC Financial Group, Gwen has been a close working associate of Fifth Avenue for over 25 years.
Apart from her expertise in portfolio implementation and monitoring, Gwen brings an indispensable talent for the warm and empathetic delivery of exceptional client service to our team.
Married with one son, Gwen's hobbies include cooking and baking, and looking after her cat Harley. An avid spin cyclist, she also plays golf, supports the Saskatchewan Roughriders and volunteers for the Heart & Stroke Foundation.
Job Titles:
- Associate Wealth Advisor & Financial Planner
Korena coordinates our client service plan and assists in providing clients with comprehensive wealth management advice and solutions. She is driven to help others, a need she finds is clearly met through her work helping clients find wealth solutions at Elder & Punko Wealth Advisors.
After graduating from the Medicine Hat College with her Financial Planning diploma, Korena achieved her Certified Financial Planning certification. She has a profound passion for helping her clients discover what their dreams look like, and through careful research and industry knowledge, Korena develops a strategy to achieve those dreams. Once a plan has been identified, Korena implements and monitors the strategy so that when it comes time to realize those dreams, everything is in order.
Korena is an avid volunteer with several different charities across the community. Korena also enjoys traveling and spending time with her husband and two children.
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager & Wealth Advisor
A licensed Portfolio Manager, Lonnie works in partnership with Dave to ensure all client needs are addressed promptly and attentively.
In addition to holding a Bachelors Degree in Management, Lonnie has also earned his professional licensing for life, accident and sickness insurance. As a result, Lonnie can provide our clients with robust insurance-based wealth management solutions.
With Fifth Avenue Wealth Management since 2006, Lonnie is married and has two daughters. In his spare time, Lonnie enjoys skiing, golfing, hockey and hiking with family and friends.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Since joining RBC Dominion Securities in 2013, Nick has endeavored to build one of the most respected wealth management practices in Medicine Hat - built upon core principles of trust, integrity, and professionalism.
Nick enjoys working with clients from a diverse range of backgrounds, including: farmers, business owners, professionals, and retirees to address all of their investing and wealth management needs. This includes: retirement planning, tax planning, estate planning, business succession planning, and insurance solutions.
As a CFA charter-holder, Nick is committed to upholding the highest standards of ethical and professional conduct in the investment industry. Licensed as an Portfolio Manager and Wealth Advisor, Nick is able to provide discretionary portfolio management solutions to clients, and is held to a fiduciary standard, requiring him to always place his client's best interests ahead of his own.
Nick has over 20 years of experience in the financial services industry, including progressively senior roles in both retail banking and wealth management. Prior to joining RBC Dominion Securities, Nick worked as a Financial Planning Specialist where he provided comprehensive financial planning advice and solutions to high-net-worth clients for a range of planning needs.
Nick is a passionate believer in life-long learning, and a holds a Master's degree in Business Administration (MBA) from Athabasca University. In addition, Nick has earned the highest credentials in the financial services industry including the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI) designations.
Sandra has a key role on our team with the daily administration of client accounts. She is directly responsible for issues related to account documentation and client requests, always ensuring that client needs and peace of mind are top priority.
Prior to joining RBC Dominion Securities, Sandra worked as an Administrative Associate with Sun Life Financial in Vancouver, BC. In 2008, she returned home to Medicine Hat, joined RBC Dominion Securities. She is a fully licensed Associate, having completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials Course (WME) through the Canadian Securities Institute (CSI).
In her spare time, Sandra enjoys staying active, enjoying the outdoors, and traveling with her husband and three sons.
In the financial services industry for over 15 years and with RBC Dominion Securities for eight of them. Shawntelle is a key part of our overall portfolio implementation team, She works closely with Gwen on portfolio monitoring, trade executions and client reviews.
Also, a Certified Financial Planner (CFP), Shawntelle and our team work with you to provide recommendations specific to your situation and will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to the next generation tax-efficiently and make the most of your legacy.
Outside of work, Shawntelle enjoys spending time with her son and their energetic dog Luna.
Suanne recently joined RBC Dominion Securities Inc. in 2022 and has over 10 years of experience in the financial services industry.
As an Associate, Suanne is responsible for the team's client and administration functions. She provides support to the team in the day-to-day management of the business, ensuring the highest standards of client services are maintained.
Tonya was also a Professional NCCP Level III Figure Skating Coach for 20 years as well as a Professional Figure Skater with Ice Capades travelling in North America. The discipline and dedication required in her sport and coaching skills have served her well in all her positions within RBC.
Job Titles:
- Branch Operations Manager With RBC Dominion Securities
As a Branch Operations Manager with RBC Dominion Securities, Tracy Dykslag oversees the operations of the Medicine Hat branch, from day-to-day operations to special initiatives. She prides herself on providing prompt, knowledgeable and accurate advice to her team and continually strives to add value to her branch every day.
To excel in her role, Tracy draws on her expert knowledge and 30 years of experience, which includes previous roles as a Tax Auditor with the CRA and as Branch Manager and Sales Leader in the financial industry.
A graduate of Athabasca University, Tracy obtained a Bachelor of Management with a major in accounting.