GERRY GIBBS - Key Persons
Job Titles:
- Senior Investment Advisor
Adam was born and raised in Red Deer and holds his Bachelor's degree in Management from the University of Lethbridge. Adam also has completed his Chartered Investment Manager designation and is a Fellow of the Canadian Securities Institution. He has been providing clients with financial advice since 2007 with RBC. He is married and he and his wife have a daughter. He enjoys curling, golf, water skiing and has his Rescue Scuba Diver certification.
Born and raised in Newfoundland, Andrea first joined our team as a summer student in 2016. She brought a strong work ethic, detail-oriented mindset, and quiet sense of humour to the team that we knew immediately would make a great fit. So, after graduating, Andrea joined us full time.
Her responsibilities include important administrative tasks and account maintenance that keep our team running smoothly. She also enjoys the more creative side of things and puts this to work in the form of custom client gifts, invitations, events, and other touch points that help us stay connected with you and offer an elevated service.
As a Newfoundland native, Andrea is a lover of the outdoors. She likes to be active outside when she can, and regularly practices yoga.
Christine's first career was in retail, where she learned to uncover what clients are really looking for, and be the partner they need to find the right solution. So, while she joined our team as a newcomer to a complex industry, she quickly advanced the growth of our practice and the service level we could offer our clients.
Almost 10 years later, Christine remains an integral member of our team. Our clients know her best for her innate ability to build close relationships and be a trusted advocate for their best interests. But most of her work is behind the scenes, building a personalized wealth plan, managing all the moving parts, and coordinating with all the necessary financial specialists. "That's the best part of the job," Christine is known to say. "The goals our clients have are almost always achievable, but most of the time you can give them comfort by putting it down on paper. By saying, hey, look, you're going to be okay."
Christine almost always has a course on the go. In addition to her history degree from Augustana University, she has completed the Canadian Securities Course, Conduct and Practices Handbook Course, Wealth Management Essentials Course, and Investment Management Techniques Course with the Canadian Securities Institute.
Christine grew up on her family's mixed farm near Bonnyville, and now lives in Sylvan Lake with her husband and two daughters. She appreciates the slow pace of a small town, and fills her time outside of the office by reading, studying, and being with her family.
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:
- Branch Director
- Branch Director With RBC Dominion Securities
As a Branch Director with RBC Dominion Securities, Dan Backman helps advisors and clients solve problems and access the depth of resources available at RBC. Committed to client-focused solutions, Dan is known for his responsiveness and accountability among both his team and the clients his branch serves.
Job Titles:
- Chartered Professional Accountant
- Vice President, Business Owner Specialist, RBC Family Office Services
As a Business Owner Specialist, High Net Worth Planning Services, Faisal, together with your primary RBC advisor, helps you explore succession, tax, retirement and estate planning issues you face as a business owner.
Faisal is a Chartered Professional Accountant (CPA, CA) and his educational background includes the completion of the CICA's in-depth tax course (Level I, II and III), a Bachelor of Arts in Economics from the University of Victoria, and a Masters of Professional Accounting from the University of Saskatchewan. He is also a member of the Canadian Tax Foundation.
Job Titles:
- Chartered Accountant
- Financial Planning Specialist, Family Office Services, RBC Wealth Management Canada
Jason is a Chartered Accountant (CA). He holds a Bachelor of Commerce degree from the University of British Columbia and has completed all three levels of the Canadian Institute of Chartered Accounts' In-Depth Tax Course.
Coming from one of the major global accounting firms, Jason brings a broad range of experience to his role as a Financial Planning Specialist. In his previous role, his work included tax minimization through appropriate tax planning (corporate and personal) and business restructuring. Jason's client base included high-net-worth individuals, private companies, trusts and partnerships.
As a Financial Planning Specialist, Jason's role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial, tax and retirement planning concerns you might have.
With more than 30 years of experience in the financial services industry, Lisa appreciates the key role that growing and preserving wealth plays in helping clients enjoy the life they want to lead. To that end, she has developed a unique approach to understanding clients and their values, and works closely with each one to deliver proactive and personal goals-based advice aimed at helping clients achieve their vision of success.
For the past 17 years, Lisa has been a specialized, knowledgeable resource for a select group of high-net-worth clients and their families. Her distinct discovery process incorporates behavioural finance theory, enabling Lisa to uncover the values behind each client's goals, identify priorities and potential blind spots, then create a unique, personalized wealth strategy.
In her current role as a dedicated wealth relationship manager, Lisa connects clients to a core team of specialists with experience ranging from investment advice, estate and trust planning and philanthropy, to business succession and tax planning.
Lisa also focuses on the importance of extensive and ongoing education. Lisa has acquired her Personal Financial Planning (PFP) designation conferred by the Institute of Canadian Bankers as well as her Canadian Securities course and Professional Financial Planning course through the Canadian Securities Institute.
Born and raised in Red Deer, Lisa is incredibly proud to call it home. Being part of the local community is very important to Lisa, so when she is not in the office you will find her volunteering at community events and spending quality time with friends and family.
Job Titles:
- Branch Operations Manager
Over the past decade, Meghan has led several Retail Banking Branch teams across Saskatchewan, Central Alberta and the Northwest Territories. Joining RBC Dominion Securities in 2023, she continues her commitment to providing exceptional customer service. Meghan is dedicated to assisting clients achieve financial success and coaching and inspiring employee teams to do the same.
A big believer in continuing education, Meghan has earned an MBA in Executive Management from Royal Roads University, a Master of Science in Coaching and Athlete Health from the University of Alberta, a Bachelor of Kinesiology from Acadia University and a Human Resources Management certificate from Simon Fraser University.
Away from work, Meghan enjoys spending quality time with her husband, two young children, and two dogs. She's also an avid reader, has a passion for volunteering, and can often be found training for half marathons or exploring the outdoors with her family.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Virginia started her wealth management career in 1989, and she joined RBC Dominion Securities two years later. Since then she has continued to grow her wealth management knowledge and expertise.
Job Titles:
- Branch Operations Assistant
- RBC Dominion Securities As a Branch Operations Assistant
Yvonne joined RBC Dominion Securities as a Branch Operations Assistant in Sept 2023, following a lengthy career in Education. She is very excited for the opportunity to begin a career with RBC and is dedicated to providing excellent Team Support and Client Service. She is eager to grow in her role and further her knowledge in Wealth Management. Travelling, learning languages/cultures, music and reading are some of the passions that enrich her world view.