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Contact Information
JASON GREENLEES
(416) 842-2426
PETER TSANG
(416) 842-2422
FAX
(416) 842-2222
 
Email
jason.greenlees@rbc.com
peter.tsang@rbc.com
Branch
Royal Bank Plaza
 
Jason Greenlees
Vice President, Investment Advisor & Associate Portfolio Manager

Meet The Team




Peter Tsang has been with RBC Dominion Securities for the past 2 years, and has been working in the financial industry for the past 8 years. He graduated from the University of Toronto with an Economics degree.  Peter started his career at TD Bank, moving onto TD Waterhouse where he worked as an Account Manager in the Financial Planning department.  Peter was able to learn and work in the Wealth Management area, where he gained valuable learning experience about the business.  He was then offered the chance to utilize his experience as an Associate with RBC Dominion Securities.

Peter has an extensive service-oriented background in the financial industry, and it is his role within my team to provide accurate, timely, efficient & courteous client service. He is the main point of contact for administrative inquiries. He is the person you want to contact if you require a cheque, follow up on a transfer, place a trade, if you are missing a statement, schedule a meeting, have a question about your account, setup online access, have funds transferred to your bank account or any other general inquiries.

He also prepares client review packages and year-end tax reports.



Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.



After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients’ objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.

Barrington has worked closely with a number of Investment Advisors across the GTA by providing them with strategies for creating varying degrees of tax efficiencies within their client’s personal and corporate portfolios. He enlists the help of other allied professionals both internally and externally in order to meet and exceed the expectations of the advisors he serves. As a result, the clients of the RBC Financial Group and their respective tax and legal advisors have come to trust and rely upon the knowledge that Barrington has consistently demonstrated with his time at the firm.


Laura received her LL.B. from Queen’s university in 1985; was called to the bar in 1987, and received her LL.M (tax) from York University in 2001.

Laura is certified by the Law Society of Upper Canada as a specialist in Estates and Trusts law and practices exclusively in the area of estate planning and administration in her sole practice in Toronto.

Laura has written and presented papers for the Law Society of Upper Canada and the Canadian Bar Association (Ontario). She is a past instructor of the Bar Admission Course, Estate Planning and Administration, and a current member of the Solicitors Advisory Group at the Law Society of Upper Canada which reviews licensing requirements for new lawyers. Laura is also a contributing author to Estate Administration, a Solicitor’s Reference Manual by Anne E. P. Armstrong, published by Thomson Carswell.

Laura is a member of the Society of Trusts and Estates Practitioners (S.T.E.P.) and an executive member of the Trusts and Estates section of the Ontario Bar Association.



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