Marilyn Hall Certified Financial Planner, CFP,FMA,CDFA Marilyn joined my team at RBC Dominion Securities in 2001. She has obtained the professional designations of Financial Management Advisor (FMA), Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA). Marilyn’s on-going commitment to enhancing her financial education ensures that she is always up-to-date in her profession and is prepared to offer the highest quality of Financial Planning to our clients.
Michael Keyes Vice President, Estate Planning Specialist, B. Comm., CLU Michael employs a comprehensive process to assess client needs and then recommends creative, tax efficient insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Michael will partner with your other professional advisors in the development of solutions.
Joesph Power Will and Estate Consultant, LL.B and TEP Joseph works closely with us to provide solutions surrounding minimization of tax and transferring wealth to the next generation. He provides a detailed report outlining various estate planning issues for our clients to explore in detail with their own lawyer or accountant.
Lisa Thompson
CFP, FCSI, TEP, Vice President and Portfolio Manager
Lisa has been providing investment advice to her clients since entering the investment industry in 1996. Since 2003, Lisa has been a member of the RBC Dominion Securities Executive Council, a special group formed to recognize the firm’s leading Portfolio Managers. In 2007, Lisa was appointed as Vice President of RBC Dominion Securities. This appointment is the highest honour bestowed upon Portfolio Managers and Investment Advisors at RBC Dominion Securities.
Portfolio Manager (PM)
Certified Financial Planner (CFP)
Trust and Estate Practitioner (TEP)
Fellow of the Canadian Securities
Institute (FCSI)
Financial Management Advisor (FMA)
Canadian Investment Manager (CIM)
Strategic Wealth Chartered
Professional (ChP)
Thank you for expressing an interest and allowing me the opportunity to introduce you to my team and outline the commitment we will make to you.
My Life employs a total wealth management strategy. With our approach, all aspects of your personal and financial situation are considered in the creation of a comprehensive plan designed to achieve your investment, retirement, tax and estate planning needs.
What’s more, our partnership with RBC enables us to provide you with additional premium solutions and services with the financial stability of Canada’s leading financial institution.
If trust and experience are important to you, we hope you will consider us as your choice for professional wealth management.
