RBC DOMINION SECURITIES - Key Persons
Envision, Create & Preserve - Wealth Planning Designed For You Adam began his career in the financial industry in 2009 and has worked for several major Canadian insurers. Experienced in both personal and corporate insurance planning, he has the knowledge to tailor wealth solutions that maximize the financial and tax advantages of insurance products. Adam's philosophy stems from dedication to his own family. He believes that the cost to safeguard yourself, your loved ones and legacy is insignificant when faced with the alternative - inaction. Having the ability to apply innovative solutions, he will help to protect what is most valuable to you. Pursuing ongoing education ensures that his expertise aligns with the industry's most recognized designations. He holds the Certified Financial Planner® (CFP), Chartered Life Underwriter® (CLU) and Trust and Estate Practitioner (TEP) designations as well as an Honours B.A in Political Science.
Job Titles:
- Assistant Branch Operations Manager
Job Titles:
- Vice President and Will & Estate Consultant, Family Office Services, RBC Wealth Management
Connie obtained a Bachelor of Arts degree from the University of Toronto and a Bachelor of Laws degree from Osgoode Hall Law School. She was called to the Bar of Ontario in 1994.
Prior to joining RBC in 2012, Connie practised law for 18 years. As a partner in a mid-sized full-service law firm, her practice was varied and covered the areas of corporate/commercial law, real estate, and Wills, trusts and estates law. In that role, Connie advised her owner-manager clients on a broad range of business and personal needs, from purchases and sales of businesses, to shareholder agreements and corporate reorganizations, to Will and estate planning.
For many years Connie taught the Business Law section of the Bar Admissions Course and was involved with preparing the licensing exams for Ontario lawyers. Throughout her career, Connie has been involved in her broader community, serving on many non-profit boards as well as providing pro bono legal services.
Emily has over twenty years of experience in the financial services industry. She has been will RBC Dominion Securities for over 10 years. She is responsible for the day-to-day administrative activities for the team which includes processing wire transfers, issuing cheques, as well as RRSP an TFSA contributions and estate administration. Aside from work, Emily enjoys cooking and spending time with her family.
Job Titles:
- Branch Operations Manager
Job Titles:
- Certified International Wealth Manager
- Investment Advisor With
- Senior Portfolio Manager & Wealth Advisor
Mark has been an Investment Advisor with RBC Dominion Securities since 1990. After completing his MBA in 1985, he went on to a career in financial services with one of Canada's major banks. Mark is registered with IIROC as a Portfolio Manager, a designation that enables him to manage portfolios on a discretionary basis.
Mark is a Certified International Wealth Manager (CIWM) with the Canadian Securities Institute, providing an additional source of wealth management expertise in planning and implementing comprehensive financial strategies for clients. He prides himself on being the filter between his clients and the complexities of the financial world, providing clear information and expert advice that drives their financial well-being.
Murray has been providing advice and technical support in relation to high- net-worth family wealth planning since 1994. Conversations include scenarios to be aware of in transitioning, including the costs of transitioning, your assets to your intended heirs. Additional areas of concern may include tax, asset preservation and philanthropic planning.
Murray's expertise encompasses both domestic and international family circumstances, and in many cases is focused on the challenges of transitioning a family business. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.
Before joining RBC's Canadian Family Office Services team in 2008, Murray worked with RBC's Global Private Banking group as the senior resource in their global trust business for over 13 years.
Murray was a Director of STEP Canada (Society of Trust & Estate Practitioners) from its inception until 2009, and has been a member of the International Tax Planning Association and the Canadian Tax Foundation over the years. He has been a featured speaker at Estate Planning Councils, Law Society and STEP practitioner education conferences in Canada and abroad.
Job Titles:
- Investment Advisor
- Investment Advisor With
As an Investment Advisor with RBC Dominion Securities, Paul Tselichtchev takes a personal approach to wealth planning, working closely with clients to understand their unique needs and goals in order to deliver customized, financial solutions. Having joined the financial industry in 2022, Paul previously worked as a Banking Advisor with RBC and continues to nurture his passion for investing and discovering new methods of growing and protecting wealth.
Prior to joining RBC, Paul spent his free time on stock markets and learning various topics related to finance. Today, he enjoys educating others about investment vehicles and strategies that will help them achieve their goals. His fast turn-around, knowledgeable advice and genuine level of care are appreciated by his clients.
Paul obtained both a bachelor's and master's degree in Neuroscience from the University of Toronto, and he has completed with industry-specific training, having completed the Canadian Securities Course, Wealth Management Essentials and the Life Insurance Qualification Program (LLQP). He plans to obtain the Chartered Investment Manager and Certified Financial Planner designations. Outside of work, Paul participates in triathlons, and enjoys cooking and watching many sports, especially football.
Peter Ni, a seasoned professional with over a decade of experience in the investment and wealth management field, has built a distinguished career working with several prestigious firms in Canada. His primary specialization revolves around providing advanced investment advice and executing portfolio management strategies that align with his clients' financial goals.
Peter possesses a unique talent for safeguarding individuals and corporate clients against equity, currency, inflation, and interest rate risks through the strategic use of derivatives. One of his notable strengths lies in his development of distinctive tax strategies tailored to managing substantial capital gains and facilitating efficient wealth transfer. Peter is known for his meticulous approach to wealth planning, crafting personalized strategies that adapt to the various life stages of his clients.
Beyond his professional endeavors, Peter is an active participant in charitable donation activities within his community.
Job Titles:
- Associate Wealth & Investment Advisor
Sam began his career with RBC Dominion Securities after completing his studies in business management.
He plays a key role in the day-to-day management, financial planning and client services.
Job Titles:
- CA, CFP / Financial Planning Specialist, Family Office Services, RBC Wealth Management
Steven completed his Bachelor of Business Administration at York University in 1989 and subsequently completed the CICA In-Depth Tax course. He has also achieved the advanced designations of Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP).
During his time as a tax and financial practitioner with several professional service firms, Steven specialized in Canadian, U.S. and cross-border personal income taxation, and provided planning and preparation services to clients. He also has professional experience with the RBC Tax Advisory Group and RBC Dexia, where he provided tax advice to various business units within RBC.
As an experienced practitioner in financial matters, Steven has written or contributed to many research articles, industry publications, training materials and client presentations.
Steven's role as a Financial Planning Specialist is to work with, and support, your advisor in preparing and presenting comprehensive financial planning solutions.