Wealth Management Specialists

Wealth Management Specialists

We work in consultation with our in house team of Financial Specialists covering Insurance, Will and Estate Planning, Private Banking and Comprehensive Financial Planning. Our Specialists allow us to offer a comprehensive Wealth Management service package.

Mary received her Bachelor of Science from Dalhousie University in 1988 and her Bachelor of Commerce from Saint Mary's University in 1990. She is a Chartered Accountant and has completed and tutored the Canadian Institute of Chartered Accountants' In-Depth Tax Course. 
Prior to joining RBC Dominion Securities, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary had been employed by two large public accounting firms where she advised on the tax consequences of mergers and reorganizations along with estate and trust planning. Mary's role is to work with and support your Investment Advisor in preparing and presenting comprehensive Financial Plans for clients. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement or insurance planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.


Gregg Knudsen, BA, LLB, TEP
Will and Estate Consultant
Gregg's background includes a Bachelor of Laws from Dalhousie Law School and a Bachelor of Arts from Saint Mary's University. Admitted to the Bar of Nova Scotia in1990, Gregg developed his expertise as a Will & Estate Consultant while in private practice and working for 10 years in Wealth Management divisions of two other financial institutions. He has also completed the Canadian Securities Course. Gregg is the President of the Halifax Estate Planning Council, and a member of The Society of Trust and Estate Practitioners, the Canadian Bar Association and the Dalhousie University Planned Giving Advisory Board. In the past, he has served on law reform committees dealing with wills and estates in Nova Scotia, as a Director of Certified General Accountants - Nova Scotia and as Chair of the Canadian Bar Association, Nova Scotia Branch, Wills and Trusts Section. In appreciation of your valued business relationship with RBC Dominion Securities, your Investment Advisor is pleased to offer you a complimentary Will and Estate-planning consultation with Gregg Knudsen, our Will & Estate Consultant. Gregg works closely with RBC Dominion Securities Investment Advisors to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your meeting, Gregg will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.

 

 

Bob Cowley, CLU, Ch.F.C., CFP
Insurance Specialist

Bob Cowley is a valuable member of The Distinctive Services Group, helping you create and preserve your wealth. He employs a comprehensive process to access client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. For more complicated situations, Bob will partner with your other professionals advisors in the development of appropriate solutions. Bob can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Bob has access to insurance solutions from the top-ranked insurance providers in Canada. Bob began his career in the insurance industry in 1974 and is an expert in his field. He has acquired the Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner industry designations.