CHRISTOPHER BOGDAN - Key Persons
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Associate Wealth Advisor & Financial Planner
- CIM
Brett has worked in the financial services industry since 2007 after graduating from the University of Regina with a Bachelor of Business Administration Degree majoring in Finance and Marketing. Brett harnesses his expert knowledge and experience, including previous financial planning positions as a Financial Advisor, to develop comprehensive wealth management solutions for his clients. Brett's breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients who need solutions for broad and complex wealth management needs. Brett has obtained his Chartered Investment Manager (CIM) designation and Certified Financial Planner (CFP) designation.
Brett's family consists of his wife Crystal, daughter Kaylee and son Dylan. Brett played 4 years as a quarterback with the Regina Thunder in the Canadian Junior Football League. He enjoys spending time with his family, playing and coaching sports as well as travelling.
Job Titles:
- Financial Planner
- Senior Portfolio Manager & Wealth Advisor
Bruce Willms is a licensed financial planner holding a Financial Management Advisor (FMA) designation and a Chartered Investment Manager (CIM) designation. He has been awarded the distinguished designation of Fellow of the Canadian Securities Institute (FCSI) and recently earned the title of Portfolio Manager, allowing him to manage discretionary portfolios for his clients.
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:
- Associate Wealth Advisor
- Certified Financial Planner
Dara Sewell Zumstien is a Certified Financial Planner® Professional. Her role on our team is to support our clients in their financial wellness journey. Dara has attained her experience through working in the financial services industry starting as a customer service representative in 1986 and advancing through various roles. She has experience in personal lending, branch management, investment management and retirement planning, insurance and estate planning and pension and benefits.
Eamon attended the Athol Murray College of Notre Dame where he was involved in AAA hockey, rugby, soccer, and student leadership council. In 2017, Eamon was voted upon by his peers to be the valedictorian of the class. In 2020, Eamon graduated from the University of Regina with a Bachelor of Business Administration degree majoring in Finance. At the U of R, Eamon was involved with the Rugby Club and UR Investing. Eamon also finished a semester abroad at the University of New York in Prague where he received an International Business designation.
Most recently, Eamon passed the CFA Level III exam and now has his Chartered Financial Analyst designation. In his spare time, Eamon enjoys playing and coaching hockey, playing rugby with the Regina Rogues, as well as spending weekends at the lake with his family and friends.
Job Titles:
- Administrative Assistant
- RBC Employee
Jennifer Eberts is a 35-year RBC employee with a wealth of knowledge to support our client's needs. Her knowledge comes from her role as a Financial Advisor where she did everything from opening accounts and lending to assisting clients in their retirement planning. She retired from the bank, but decided she wasn't quite ready to retire! Jenn values relationships and puts great pride in the work she does.
Her role on our team is Administrative Assistant and she will be one of your contacts if you need anything from our team. She will be booking clients appointments, preparing information for client reviews, opening accounts, setting up clients with their online access and ensuring all documentation is accurate and up to date.
As Branch Director of RBC Dominion Securities in Regina with satellite offices in Moose Jaw, Swift Current, Estevan and Yorkton, Jim is responsible for providing leadership, coaching and supervision for Wealth Managers in these branches, with a focus on helping our clients achieve their financial goals.
Job Titles:
- Assistant Branch Operations Manager
Job Titles:
- Admin, CIM
- Associate Wealth Advisor & Financial Planner
Kristin has been with RBC Dominion Securities since May of 2014. She is a Chartered Investment Manager and Certified Financial Planner® Professional. Born and raised in Moose Jaw she completed her Bachelor of Business Administration with Distinction and a major in Finance at the University of Regina. She is a fully licensed Associate Wealth Advisor whose focus is managing and implementing our wealth management process. Kristin ensures our client's needs are met through a holistic approach to business succession, investment, retirement, tax and estate planning.
Job Titles:
- Associate
- Senior Associate
Lesley is a licensed associate and has worked for Bruce since December of 2001. A member of the financial industry for over 20 years, Lesley has completed the Canadian Securities Course and the Professional Financial Planning Course. She brings structure and organization to the team, and ensures that all accounts are managed effectively. Lesley is your first point of contact for all your administrative needs, including scheduling appointments, cheque requests, RIF payments, RSP withdrawals, statement inquiries, stock trades and general account information. If you have a question, she has the answer!
Lesley is married to Curtis, and together they have two sons. When she is not taking care of business at the office she is spending time with family or kicking butt at Cross Fit!
Job Titles:
- Senior Administrative Assistant
Marlene has worked in the financial services industry since 1994. She uses her expert knowledge and experience in performing the daily administrative functions to ensure accurate and timely completion of all necessary documentation that enables the team to provide the highest quality client service as well as client marketing, communications and review preparation. Marlene's high quality client service was rewarded in 2015 with the RBC Performance Reward. Marlene's family consists of her husband Darrell. She enjoys spending time with family as well as travelling.
Job Titles:
- Branch Operations Manager With RBC Dominion Securities
As a Branch Operations Manager with RBC Dominion Securities, Marni Pettigrew oversees the operations of the Regina, Estevan, Swift Current, Yorkton, Moose Jaw branch, from day-to-day operations to special initiatives.
To excel in her role, Marni draws on her expert knowledge and 25 years of experience, including previous roles with RBC Royal Bank and Royal Trust.
Away from work, Marni enjoys spending quality time with her husband, two children, and their two dogs.
Job Titles:
- Assistant Branch Operations Manager
Shawn was born in Swift Current, and has been a resident of Regina for more than 50 years. After he obtained his Business Administration degree from the University of Regina in 1986, Shawn began working in the financial services industry. He began working at Reed Stenhouse Inc. as a Corporate Insurance Broker before joining Pemberton Houston Willoughby in 1987, where he was honoured as the firm's "Most Outstanding First Year Investment Advisor." Pemberton Houston Willoughby was acquired by RBC Dominion Securities in 1989.
Shawn has developed an investment philosophy that is conservative, risk averse and disciplined. His philosophy is to meet with clients and carefully review risk tolerance, investment objections and time horizon. With the proper asset mix, your portfolio is structured with the necessary diversification that reduces risk. Your portfolio is monitored on an ongoing basis with regular client consultation.
Shawn has continued to improve his service to his clients by taking specialized courses to upgrade his professional knowledge. In 1997 Shawn was honoured with the Gold Medal Award for exceptional academic achievement in the Partners, Directors & Senior Officers Qualifying Examination. Shawn is also a qualified life insurance agent.
Involved in the Regina and area community, Shawn actively supports various community groups and charities. Shawn's family consists of his wife Whitney, his two boys Keegan & Eamon, his twin daughters, Tatumn and Kieran, and two dogs Louie and Coco. When he is not relaxing with his family, he enjoys a variety of sports including hockey, golf, and rugby.