GRANT PRIVATE WEALTH - Key Persons
Job Titles:
- Associate
- Branch Director
- Investment Advisor
Job Titles:
- Branch Operations Manager
It's no coincidence that Allison's desk is positioned at the front of our office. Of all the processes and tasks she manages for our team on a daily basis, it's greeting and catching up with clients that she enjoys the most.
Allison joined RBC after a successful first career in television, and she will be the first to tell you she never expected to find her dream job in finance. In 2006, she decided to move to Victoria, B.C. to be closer to family. That's where she first found an opportunity at RBC Dominion Securities. "I learned that finance is about helping people. I leave the numbers to math whizzes like Jen and Stephen, while I build relationships and think outside the box to solve clients' problems."
After a couple years out West with a small advisory team, Allison was ready to become a key member of Morin Wealth Partners here in Toronto. She is responsible for managing our onboarding process beginning-to-end. That means ensuring you remain comfortable, confident, and informed as you join our family of clients. Allison is also our go-to technology expert, helping our team adopt new tools to serve you better, and answering any questions you have about our online platform.
No mandate can encompass all Allison does for our team and clients, but, in a nutshell, you could say she is our devoted service expert and problem solver. "I don't like to hear "we can't" she is known to say. "In fact, no one on this team does. It's our job and our joy to find solutions to the toughest technical or financial problems."
Armela joined Grant Private Wealth of RBC Dominion Securities in 2019, bringing with her four years of wealth management and client service experience.
As an associate advisor, Armela is a key support in the management of Mathew's client portfolios, helping to ensure they are balanced and on target. Armela contributes through market analysis, equity research, portfolio modelling, and portfolio monitoring.
A core aspect of Armela's work is maintaining a clear and in-depth view of clients' financial pictures, understanding their needs, and offering advice that is right for them. To that end, Armela develops and presents clients with personalized financial projections and strategies through RBC's proprietary tool, which offers a virtual look forward at their financial goals, priorities, and solutions. She also coordinates and participates in meetings with partners from our extended RBC network.
Armela enjoys working in wealth management, "because I love hearing the success stories - and all of our clients have success stories."
Christine has spent the last 30 years helping clients expertly navigate the decisions, emotions, stresses, and complexities of managing wealth. "It's about pairing empathy and expertise," she explains. "We go beyond what it takes to help the families we serve feel confident, proud, and inspired by their finances."
Using this approach, Christine has distinguished herself within RBC Dominion Securities for the quality of her team's investment management and service. "You never know where your day will take you," she is known to say. "Who will I get to hear from today? Which way will markets go? How is that going to impact the people whose wealth I protect?" Christine distills these variables into a concrete but flexible action plan for every client to deliver well-rounded solutions - aligning your financial world with your personal ambitions.
Christine strongly believes in the power of a world-class education. She graduated with honours from Queens University, where she studied economics, and has since established a scholarship fund to support young learners in need of financial aid.
Like many of our clients, family means everything to Christine. Her son lives and works in London, England - a distance made easier by Christine's love of travel. Here at home, she spends plenty of time with her daughter at their second home in Thornbury, skiing at Beaver Valley, golfing at Lora Bay, or paddle boarding on Georgian Bay.
Job Titles:
- Leader
- Senior Investment Advisor
"I have always been interested in the human story," says Dan of investing, which for him began as a hobby. Dan absorbed the news, keenly following the markets. "The players, the structure, the mechanics - everything about investing was fascinating to me."
Dan proved extremely adept at navigating markets, founding Grant Private Wealth in 1981. Since then, he has been recognized consistently for his hard work, dedication to clients, and professional excellence, having built one of the most successful practices at Canada's leading wealth management firm.
As investment advisor and our practice's founding partner, Dan offers the highest level of wealth management services to clients. Dan's ability to identify investment opportunities, regardless of market conditions, has been a cornerstone of our practice, but he attributes his success above all to always putting clients' investment needs, concerns, and objectives first.
"Dan is a valued leader who delivers a first-rate client experience," says David Agnew, CEO of RBC Wealth Management Canada. "His ability to provide exceptional wealth management advice and services has earned the trust of his clients and the respect of his peers."
Job Titles:
- CEO of RBC Wealth Management Canada
Gail feels immense gratitude for the trust and loyalty of our clients, and she earns it each and every day. "The client is my treasure," says Gail, whose background in retail sales taught her the meaning of service excellence early on in her career.
As an associate advisor, Gail acts as an extension of Dan, offering his clients expert investing advice and timely resolutions to problems, big or small. She also plays a pivotal role in serving our clients' most complex wealth planning needs. Having worked alongside Dan for more than 30 years, Gail is a seasoned professional, who has seen industry and market changes, gaining invaluable insights that enable her to act as a backbone to our entire operation, offering guidance and support to everyone on the team.
"I love what I do," says Gail, whose sense of pride shines brightest when she sees the impact of her work firsthand. "Watching the second and third generation become clients. It's amazing - like seeing a member of my own family thrive."
Job Titles:
- Associate Wealth Advisor & Financial Planner
Jenny joined RBC Dominion Securities in 2021. With more than a decade of experience in RBC retail branch roles and retail sales, she is known for her acute attention to detail and elevated client service approach.
One of two dedicated administrators on our team, Jenny helps ensure all client matters are organized and on-track. In addition to executing account transfers and requests, Jenny assists with the administration of insurance materials and helps our clients execute the documentation of Wills and estate materials in a timely manner.
Jenny's work is foundational to our practice, and she enjoys contributing critical pieces of the puzzle toward a client's financial picture.
Job Titles:
- Branch Operations Manager
Lucas joined Grant Private Wealth in 2022, following 8 years of experience co-leading project management, operations, and directly overseeing the implementation of RBC WM's proprietary trading platform. In the role of Investment Associate at Grant Private Wealth, Lucas works closely with Dan and Mathew in client portfolio management, business development, and operational efficiency. Lucas enjoys applying his experience in problem solving to deliver exceptional results for our clients.
Job Titles:
- CIM / Senior Portfolio Manager & Wealth Advisor
- Senior Portfolio Manager & Wealth Advisor
Mathew's journey in wealth management began in 2007, driven by a keen interest in finance and a desire to make a meaningful difference in people's lives. Today, he is a trusted partner to his clients, and along with partner Dan is recognized within the top 3% of Investment Advisors at RBC. Mathew manages family wealth through critical financial milestones, from selling a business to the growth of your investments and ensuring the tax-efficient transfer of legacies to the next generation.
Leading one of the firm's most innovative practices, Mathew's expertise is rooted in his unwavering commitment to excellence, looking ahead, and a seamless client experience. He is a Chartered Investment Manager (CIM) and registered insurance representative, and continually expands his professional acumen through ongoing education and the cultivation of strategic partnerships.
By partnering with the industry-leading resources of RBC and external specialists, Mathew provides a complete family office experience to his clients, including investment management, business owner planning, private banking, estate and tax consulting, and insurance. He is highly regarded among clients and partners for his sophisticated market knowledge, as well as his accessibility and care for his clients. "I love talking to people," says Mathew. "Taking the time to truly understand and connect with my clients is the foundation of everything we do. For me it's also the most rewarding part - helping people I care about succeed."
Mathew is fortunate to give back to his community, acting as a volunteer and donor for charitable organizations such as Sunnybrook Hospital and the Ontario Society for the Prevention of Cruelty to Animals (SPCA).
Mathew and his wife, Jennifer, are the proud parents of their daughter Ava. They enjoy travelling, fitness, skiing, and spending time with family.
Job Titles:
- Associate Portfolio Manager
Michael is our economic expert. He joined Morin Wealth Partners in 1996 after founding an investment management practice of his own, and has been with us ever since.
"Mike has an innate connection to the markets," Christine notes proudly, and often. "He reads past the black and white printed word to make real sense of things." And, once he's done that, Michael builds sophisticated, highly personalized investment portfolios and wealth strategies that help bring you closer to your life's ambitions.
Michael considers education time well-spent. His favourite part of the job is sitting down with clients and helping them make sense of their wealth in a new way. It's rewarding, but on top of that, it's one way to express his sense of commitment. He believes that managing wealth is no small honour. It's a serious responsibility, and it calls for taking time with each client.
Michael also invests in his own professional education, completing coursework and earning designations such as Associate Portfolio Manager, Chartered Investment Manager, and Fellow of the Canadian Securities Institute. "When you've worked in this industry for more than two decades, you see how things evolve and how important it is to stay informed. There's always something to learn."
A competitive cyclist in his youth, Michael likes to get outdoors and stay active through golf at the Mississauga Golf & Country Club. He was raised in England, and loves to visit his family in London whenever he gets the chance.
Riquelle Dookeran Administrative Assistant Phone Number 416-842-1070 | Email me LinkedIn Riquelle joined RBC Dominion Securities in 2018, and has since leveraged her background in retail sales management to consistently provide top-level service to clients. One of two dedicated administrators on our team, Riquelle is responsible for preparing complex documentation and compliance materials, processing account transfer requests, and handling tax package inquiries and distribution. She is also a first point of contact for new clients, assisting with requirements such as accessing their WM Online accounts for the first time to offer a smooth experience. Riquelle takes pride in staying on the pulse of ever-changing compliance and documentation regulations, which enables her to deliver a seamless client experience.
In 2006, Stephen set off for University with a true number-lover's dilemma: pursue accounting, or finance? In truth, the question had to do with more than math. Stephen was also in search of a career that would allow him to work with people, and apply his skills toward helping them succeed. A few classes, co-ops, and coffee chats later, finance proved the clear choice.
Stephen's first taste of full-time work was as part of a specialized, 24-hour investment team at RBC - monitoring the world's largest markets and implementing complex investment strategies for sophisticated clients. The experience shaped how he approaches the markets to this day: with an analytical eye and a global perspective.
After four years at the trading desk, Stephen encountered an opportunity to cover a maternity leave on our team. "It made a lot of sense for me. I could work more closely with clients, which I loved, and learn a new side to the industry on one of the most successful teams at RBC. Not to mention, no more night shifts." Stephen was such a perfect fit in our professional family that, thankfully for us, he agreed to stay on full-time before his contract ended.
Today, Stephen considers his role a perfect blend of meticulous analysis and rewarding relationship-building. When markets are open, he is often found monitoring activity and actioning the many investment transactions required to grow and protect our clients' wealth. Otherwise, he is spending time with clients, educating them on their financial journey, and working towards the goals they hold for their family.
Stephen is happiest in the company of others. He and his wife, Chelsey, enjoy hosting family and friends, experimenting with new recipes in the kitchen, and playing social sports like softball and golf. He stays close to his community by volunteering at his family's church.