Meet Derek's Team
Danielle Dolan
Associate
Danielle has been with RBC Dominion Securities as an Associate since July 2007. She has seven years experience in the financial industry. Danielle is able to provide exceptional service to ensure that all accounts and their specific administrative needs are properly maintained.
Gord Sandberg
Insurance Specialist
Gord Sandberg is a valuable member of your IA’s team, helping you create and preserve your wealth.
Gord employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Gord will partner with your other professional advisors in the development of appropriate solutions.
Gord 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, Gord has access to insurance solutions from the top-ranked insurance providers in Canada.
Gord began his career in the insurance industry in 1982 and is an expert in his field. He has acquired the Chartered Life Underwriter, Certified Financial Planner and Chartered Financial Consultant designations.
Lynn Booth
Financial Planner, CA CFP
Lynn is previously of the accounting firm Booth , Scott, Lodewyk, Van Tetering.
Lynn brings 35 years of experience dealing with a full range of financial, taxation and accounting issues for clients in a wide range of businesses.
Lynn's role is to assist our team in providing detailed financial plans for our clients.
Robert Mendenhall
Will & Estate Consultant, TEP, LL.B, LL.M
Robert advises clients in the areas of estate, trust, and tax planning. In doing this work, Robert first focuses on helping clients understand the solutions to their needs. Next, he focuses on helping clients and their professional advisors implement the solutions chosen by the client.
Robert is a lawyer with several years of experience. Before coming to work for financial institutions, he was a partner in a law firm. He obtained his Bachelor of Laws degree from the College of Law, University of Saskatchewan. Later, he obtained a Master of Law degree from J. Reuben Clark Law School, Brigham Young University.
