Jane Wood

Jane's Team

	Jane Wood, Investment Advisor Jane has been with RBC Dominion Securities since 1995 following her return to Moncton. She is a graduate of Saint Mary's University with her Bachelor of Commerce degree. As an Investment Advisor, she is passionate about motivating and coaching people in order to help them achieve their financial and life goals. Jane’s experience in the industry has been key in developing high standards and Guiding Principles that she adheres to in her practice, and allows her to develop strong client relationships that are built on trust and understanding. Jane and her team are committed to providing clients with a superior customer service experience. In addition to the professional advice she offers, Jane also has access to specialists from RBC Dominion Securities' Wealth Management Services, Will and Estate planning consultants, insurance specialists, and financial planners. Her team works hard to provide you with the information you need to make decisions. Jane lives in Moncton with her husband, Kris and two children. She is the chairperson of the Moncton Public Library. Her hobbies include running, reading, biking and yoga.
	Joe Linthorne, Associate Joe joined Jane's team August 2005 and has over 12 years experience in the investment industry, and over 13 years with RBC. Joe received his Bachelor of Commerce dergree from Saint Mary's University in 1993, and completed the Canadian Securities Course in 2005. Joe’s responsibilities include helping clients with their administrative inquiries, scheduling client meetings, and generally managing the administrative side of the business.
	Gregg Knudsen, Will & 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 in 1990, 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 a Past 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. Since joining RBC Dominion Securities in August 2005, Gregg has worked successfully with our Investment Advisors in assisting clients to implement estate planning strategies for themselves and their families. Examples of these strategies include business succession, trusts for minor children and adults with disabilities, charitable planned giving and other effective and tax efficient plans.
	Jason Lewis, Insurance Specialist Jason Lewis is a valuable member of your IA’s team, helping you create and preserve your wealth. Jason 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, Jason will partner with your other professional advisors in the development of appropriate solutions. Jason 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, Jason has access to insurance solutions from the top-ranked insurance providers in Canada. Jason began his career in the insurance industry in 1996 and is an expert in his field and is currently pursuing several professional financial services designations.
	Kendrick Kierstead, Financial Planner Kendrick holds the Certified Financial Planner (CFP) and Financial Management Advisor (FMA) designation. He has also completed several courses from the Canadian Securities Institute and has a wealth of knowledge in helping clients build wealth and achieve their financial goals. Prior to joining RBC Dominion Securities, Kendrick developed extensive experience in the financial services industry. His professional experience includes retail banking and wealth management services with a leading trust company and national Canadian bank. He has also helped clients with financial planning as a Financial Advisor with a Canadian chartered bank. His background in wealth management is a valuable asset to clients who want an effective financial plan that helps them achieve their goals and maximize their wealth. Kendrick’s role is to work with and support your Investment Advisor in preparing and presenting comprehensive and customized financial plans.
	Mary Ellen Isenor, Financial Planning Specialist 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 in 2008, Mary was providing professional services to individuals and their owner-managed entities, specializing in tax planning. During her career, Mary has been employed by two of the large public accounting firms where she advised on the tax consequences of mergers, reorganizations along with estate and trust planning. Mary's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans for clients.