ANSARI HODGINS GROUP - Key Persons
Job Titles:
- Portfolio Manager, Investment & Wealth Advisor
Ahsen Ansari and Trevor Hodgins are a true representation of the power of partnership. Both boasting an entrepreneurial spirit, strong work ethic, and successful careers as leaders of their respective investment practices, they share complementary skill sets and collaborative mindsets, which led them to found Ansari & Hodgins Group - Private Wealth Management of RBC Dominion Securities. Together, with their technical expertise and business acumen, combined with a client-first approach, they offer a values-based and goals-focused strategy to address their clients' every financial need.
Extremely detail-oriented, Anna expertly handles a vast array of administrative duties for our team, from serving as our first point of contact and answering client enquiries to account openings and setting up various documentation. Whatever the task, she is determined to make the process seamless and to provide a client experience that offers peace of mind by delivering exceptional service and exceeding every expectation.
Prior to joining RBC Dominion Securities, Anna worked as an Executive Assistant at multiple international wealth management firms in Hong Kong for over 16 years. Anna has relocated back to Vancouver and strives to continue her career in wealth management with dedication and commitment. Outside of work, she enjoys spending time with her family and traveling.
Job Titles:
- Branch Operations Manager
With 12 years of solid experience in the financial services industry, Benita is committed to helping clients achieve their financial goals. Her previous roles within RBC include Client Advisor and Branch Operations Assistant.
Benita took on her current role five years ago, and is focused on branch operations, transactions, compliance, branch technology initiatives and premise management, among other responsibilities. She is appreciated by clients and colleagues alike for her resourcefulness, approachable nature and genuine level of care.
A big believer in lifelong learning, Benita graduated from the University of Waterloo with a Bachelor of Arts degree in Economics, and a minor in Mathematics. She is also Insurance Repository (IR) licensed with the Investment Industry Regulatory Organization of Canada (IIROC).
Away from work, Benita enjoys spending time with family and friends, reading and travelling.
Job Titles:
- Client Experience Associate
Job Titles:
- Associate
- Branch Director
- Associate Branch Director at RBC Dominion Securities
David Fonseca, Associate Branch Director at RBC Dominion Securities, has been in the financial services industry for 35 years, after he began as an Investment Advisor before moving on the hold management positions at home and abroad.
Job Titles:
- Consultant
- Team Leader
- CIM
Doug is the team leader. As your Portfolio Manager and Wealth Advisor, Doug will work with you in defining the path to reach your financial goals. He will guide you through our wealth management process and engage our team of Wealth Management specialists to help you strategize a plan to successfully achieve your goals. With your plan in place, Doug will work with you in developing an investment policy to manage your portfolio.
Although retired, Don Vicic continues to consult with the team on a regular basis. With his forty plus years of knowledge and experience in the market and resources of RBC Dominion Securities, Don has the ability to help every individual achieve their personal financial goals.
Don believes in giving back to the community in which he lives. He served on several boards including: the Junior Achievement Vancouver Board, the West Vancouver Library and the BC Lions Football team and is a member of The Knights of Columbus. He believes in the spirit of giving and supporting those around him in order to achieve ones full potential.
Job Titles:
- Branch Director
- Branch Director at RBC Dominion Securities
Job Titles:
- Associate Branch Director With RBC Dominion Securities
Job Titles:
- Associate
- Branch Director
- CIM
As an Associate Branch Director with RBC Dominion Securities, Jason Demmit brings over 20 years of experience to the role. Since his post-university days, Jason has been a part of the financial service industry and has seen how the industry has evolved over time from retail banking to full-service investment support through places like RBC Dominion Securities.
In his role, Jason enjoys being able to help Investment Advisors and Portfolio Managers deliver a full wealth management experience to their clients. He's inspired by the high calibre, motivated individuals he works alongside, who care deeply about serving their clients and helping new and existing clients achieve their biggest financial goals. Jason sees his role as an enabler-someone who can help others do the best they can do on the job. He prides himself on providing prompt, knowledgeable and accurate advice to his team and continually strives to add value to his branch each and every day.
An avid learner, Jason holds his BBA, CIM, FMA, and FCSI designations. He's completed level II of the CFA program and is a strong believer in continuing education.
With a strong passion for learning and an insatiable desire to always improve her skills, Lauren is well equipped to serve as our team's portfolio trading specialist. Lauren is tasked with implementing investment strategies, monitoring asset allocation, rebalancing accounts and providing oversight on discretionary portfolios. She prides herself on delivering the highest level of service, going above and beyond to satisfy the needs of our clients.
With a keen interest in the financial industry, Lauren moved to Canada as an international student to earn a Bachelor of Commerce (Finance) degree from the University of British Columbia. Shortly after graduating, she served as a customer experience associate at another leading financial institution, strengthening her knowledge of complex administrative processes and best practices in client service. Looking to increase her expertise, Lauren is currently pursuing the Chartered Financial Analyst (CFA) designation as a Level III candidate.
Outside of work, Lauren enjoys staying active by playing badminton and snowboarding. She also enjoys travelling, and building LEGO sets.
Job Titles:
- Branch Operations Manager With RBC Dominion Securities
As Branch Operations Manager with RBC Dominion Securities, Leeann Kwon brings 25 years of experience to her role. On a day-to-day basis, Leeann enjoys helping clients and her fellow staff members real their goals, whether financial or professional in nature.
A graduate of the University of British Columbia, Leeann obtained a Bachelor's degree with a major in history. Not long after she graduated, she began working part-time in the financial services industry and hasn't looked back. Since then, she's developed her role in HR (talent management and recruitment), branch operations and more.
Job Titles:
- Advisor
- Associate
- CIM / Associate Advisor
- Member of Our Team
As our administrative lead, and a critical member of our team, Tim is primarily tasked with providing financial planning support. He does that by building strategic plans and coordinating meetings with the vast in-house wealth specialists at RBC Dominion Securities. Tim supports the team's holistic wealth management approach by guiding clients through a comprehensive wealth management experience. He also uses his extensive knowledge and interpersonal skills to provide a high level of client service.
He collaborates with your professional advisors as well as RBC's in-house experts, such as lawyers, accountants, insurance advisors and wealth managers, to ensure that you receive financial advice that is unique to your needs. Tim graduated with a degree in Economics from the University of Victoria, and is currently working toward the completion of his Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
Tim lives in Squamish with his wife, Lauren, and their cat, Saratops. When he's not at the office, you can find Tim enjoying all that the Squamish outdoors have to offer - from hiking and climbing to mountain biking and snowboarding. Tim is also an avid NBA fan and spent many years as an auto mechanic hobbyist, building and rebuilding a vast array of vehicles.
Job Titles:
- CIM
- Portfolio Manager, Investment & Wealth Advisor
Trevor brings passion and energy to his work as an investment advisor, as he assists individuals, families, and businesses throughout Canada and abroad with the creation and preservation of wealth. Described as hardworking and personable, he offers a caring approach to helping individuals and organizations achieve their financial goals, and believes that the key to building long-term relationships is offering full-service wealth management solutions that put his clients' needs first.
Acting as your "personal chief financial officer," Trevor specializes in tax-efficient investment planning, execution, and monitoring as part of a greater wealth management strategy, drawing on RBC Wealth Management's team of 200-plus financial planners, accountants, tax experts, and other specialists to ensure you have access to the resources and guidance you need. Depending on you, your family, and your unique circumstances, this strategy may include financial planning, business succession planning, tax-minimization, and insurance solutions to ensure a well-rounded and comprehensive approach.
Trevor received a Bachelor of Commerce degree with honours from the University of British Columbia Sauder School of Business, leading him to work at PricewaterhouseCoopers in downtown Vancouver as a Chartered Professional Accountant (CPA) prior to joining RBC Dominion Securities. In this role, he received National Honour Roll status for his performance in the Common Final Exam, awarded for placing in the top 1% of CPA candidates across Canada. In addition to his CPA designation, Trevor is also a Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and one of the select few within the firm to be licensed in derivatives and options trading.
Trevor lives in the Lower Lonsdale neighbourhood of North Vancouver with his wife, Nicole, and their Dutch Shephard, Taz. Outside of work, Trevor leads a social life balanced with fitness, academia, and skiing. Having played university baseball, he now enjoys slow-pitch.