GINETZ PRIVATE WEALTH - Key Persons
Job Titles:
- Branch Director
- Branch Manager, at 250 - 244 - 1237 or
Job Titles:
- Branch Operations Manager
Job Titles:
- Member of the Investment Committee
- Senior Portfolio Manager
- Vice - President
Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French. Focus areas: Canadian Equity Income Guided Portfolio, Canadian Focus List, and Yield Insight publication.
Job Titles:
- Member of the Investment Committee
- Portfolio Manager, U.S. Equities
Gopa joined the Portfolio Advisory Group in January 2017. Prior to joining RBC, Gopa worked in the asset management industry as a U.S. equity portfolio manager at Cumberland Private Wealth Management and at Sceptre Investment Counsel. Before joining the investment industry, Gopa worked in equity research at National Bank Financial and Merrill Lynch. Gopa co-leads the U.S. Guided Portfolio/Focus List, PAG A+ U.S. Core Dividend Portfolio and PAG A+ U.S. Core Portfolio. He is a member of our asset allocation committee where he helps establish our U.S. equity views and is involved in the management of the U.S. equity portion of our multi-asset/multi-solution portfolios. Gopa holds an MBA degree from the University of Toronto, a M.Sc. degree in Microbiology from the Medical College of Wisconsin and a B.Sc. degree in Biotechnology from the Rochester Institute of Technology. Gopa is also a CFA charter holder.
Job Titles:
- Member of the Investment Committee
- Portfolio Strategist
Jim Allworth has been in the investment business for 51 years, both as a research analyst and portfolio strategist. He has been with RBC Dominion Securities for more than four decades, where he has developed investment policy for the firm and translated that into solutions for individual clients.
As an investment strategist, Allworth utilizes RBC's extensive global economic, political, and sector analysis to develop a strategic view on the expected direction of major financial markets. Allworth co-chairs the Global Portfolio Advisory Committee (GPAC) which provides strategic analysis of financial markets and establishes the asset allocation mix for clients worldwide. He regularly contributes to GPAC's Global Insight monthly publication.
Allworth is a graduate of Simon Fraser University, with a concentration in economics.
Job Titles:
- Investment Advisor
- Member of the Investment Committee
- Portfolio Manager
- Portfolio Manager and Investment Advisor at Ginetz Private Wealth of RBC Dominion Securities
Job Titles:
- Associate
- Member of the Investment Committee
Prior to joining RBC Dominion Securities, Michelle advanced through a variety of roles at two national wealth management firms. Today, as associate of Ginetz Private Wealth and Justin's trusted support, Michelle provides our clients with consistent and seamless service, and is dedicated to maintaining an organized and proactive approach tailored to their needs. Known for her can-do attitude and bright personality, she is glad to assist with any administrative requests, inquiries regarding our clients' wealth management needs, and aims to help each client gain a more thorough understanding of their financial situation.
Michelle has lived in the Comox Valley for a number of years with her husband and their two rescue kitties. The pair enjoy exploring the numerous hiking trails and lakes, and feel extremely lucky to call British Columbia their home.
Job Titles:
- Member of the Investment Committee
- Head of Canadian and U.S Equity, Portfolio Manager
Patrick has over a decade of experience with RBC in Wealth Management and Capital Markets. He is Co-Chair of the Canadian Focus List Investment Committee in addition to his role as a portfolio manager for the team's other Canadian Guided Portfolio and A+ mandates. Patrick holds a Bachelor of Commerce degree from McGill University and is a CFA Charterholder.
Job Titles:
- Branch Operations Manager
Job Titles:
- Member of the Investment Committee
- Vice - President, Portfolio Manager, U.S. Equities
Tasneem has more than 15 years of experience in stock research and portfolio management at RBC and UBS. She sits on the investment committees for the U.S. Focus List, North American Focus List, A+ U.S. Core Portfolio and the A+ U.S. Core Dividend Portfolio. Prior to joining RBC in 2013, Tasneem spent seven years in equity research at UBS, covering the Canadian Industrials & Transportation sector. Tasneem holds a B.Sc. (Hons) in Economics from the London School of Economics and Political Science, an MBA from the Richard Ivey School of Business, and is a CFA Charterholder.