Meet the Team
Jim Weir, CIM - Investment Advisor
With 15 years of experience in the Wealth Management Industry, Jim Weir has a solid foundation of knowledge and advice to share with his clients. Jim joined RBC Dominion Securities as an Invesment Advisor in 1993, and completed his Canadian Investment Manager designation in 1998. He currently runs a very successful investment practice.
Jim has in-depth knowledge and understanding of the global marketplace. With his proactive managaement style, he creates solutions for clients on a securitiy-by-security basis, structuring portfolios to meet investors' evolving needs in concert with changing market conditions.
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Laura Snape, FMA - Associate
Laura has been with RBC Dominion Securities since December 2002. Committed to a high level of client service, Laura’s primary role is to manage investment programs and client communications. She assists clients with day-to-day investment needs – with a focus on regular contact and reviews, client events throughout the year and consistent communication via email and telephone.
Laura has over 12 years of experience in the financial services industry. Please feel free to contact Laura anytime to inquire about your personal portfolio.
Lynn Booth, CA, CFP - Financial Planner
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 and Estate Specialist
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.
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Gord Sanberg - Insurance Specialist
Gord Sandberg is a valuable member of Jim'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.
