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Investment Advisors
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About the Charlottetown Team
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Branch Manager, Wade Gregory
Wade Gregory has been Branch Manager since 2003 and an Invesment Advisor with RBC Dominion Securities and its predecessor, Richardson Greenshields, since 1994. Wade believes that, with changing tax laws, uncertain economies and a complex array of products and services to choose from, it is important to have the advice of a professional Investment Advisor. In dealing with his own clients, Wade is committed to ensuring that their investments suit their individual needs. In managing the office, Wade is committed to ensuring that his team provides the highest quality of professional advice and services. |
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Dennis Smith joined the firm in 1969, and five years later moved to Charlottetown, PEI as Branch Manager. In 1994, he relinquished his managerial duties but continues to provide investment advice to a large clientele and is now a member of RBC Dominion Securities Executive Council. |
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David Smith believes that in order to be successful with your investments you must have a plan, a plan that is suited to your unique circumstances which can be followed during good times and bad. By following a disciplined, long-term strategy you will be able to adjust to a changing market environment. |
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Jeff brings over 20 years experience as a small business owner to the Smith team. He joined the team in January 2007 as an Associate Advisor and assists David and Dennis in the management of clients' wealth and investment strategies. |
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David Gauthier is a Senior Investment Advisor in the Charlottetown Branch. He has over 25 years of experience developing investment strategies for individual and institutional clients. For 17 of those years he has held management positions with several investment firms in Canada and the United Kingdom.
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The Morse Team provides personal guidance with your investments. Whether you're investing for a business, organization or yourself, we can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options. Allan Morse and Colin Hawes develop financial strategies to help you meet your long term financial goals. |
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Cyrilla Saunders and the Saunders Wealth Advisory Group offer a unique client experience focused on Professional Wealth Management. With twelve years of experience and knowledge attained from professional designations and ongoing studies, Cyrilla is highly qualified to assist clients in making smart decisions. Together, through their superior service model, they provide custom-tailored guidance responding to an understanding of your individual Wealth’s needs. | |
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