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Contact Information
SARNIA BRANCH
340 NORTH FRONT STREET
PO BOX 2046
SARNIA, ON
PHONE
(519) 337-3689
TOLL FREE
(800) 465-3374
FAX
(519) 337-3775
 
Email
andy.maclaren@rbc.com
cliff.mcavity@rbc.com
trevor.roberts@rbc.com
kelly.leaver@rbc.com
lisa.hay@rbc.com
Branch
Sarnia
 
McAvity - MacLaren
Investment Advisors

Meet the Team




J A (Andy) MacLaren, M.A. - Vice President, Investment Advisor


Andy has 24 years of experience in the investment industry beginning in 1983 with Pitfield MacKay Ross in Sarnia. Pitfield was subsequently taken over by Dominion Securities, and later by the Royal Bank becoming RBC Dominion Securities.

Andy attends to over 500 individuals, public bodies, such as hospitals, community foundations and school boards, as well as labour unions and private corporations. Amongst Andy's clients are some very prolific Canadian Pension and Mutual Fund Companies and Managers.

Andy maintains rigorous contact with his clients through pre-arranged phone or office appointments custom-tailored to the time needs of the individual or organization. In advent of each appointment the client receives an evaluation of their investments' performance.

Cliff McAvity - Vice President, Investment Advisor

Cliff began his career as an investment advisor in 1972 with Pitfield MacKay, Ross which subsequently became RBC Dominion Securities.   On May 1, 2007 Cliff celebrated 35 years with the firm. Cliff was appointed an officer of RBC Dominion Securities in 1998. He is licensed to sell Securities including Commodity Futures, Commodity Futures Options, and Options. Cliff is also a licensed life insurance representative in the province of Ontario.

Clifford completed his Business Degree at Ryerson University in 1966.  Cliff hails from New Brunswick and attended Rothesay Collegiate. He is a lifetime member of the Miramichi Salmon Association and is an avid fly fisherman. Clifford is also an avid sailor, golfer and snowmobiler. Cliff and his wife Jennifer enjoy their rural property and take pride in their magnificent English Gardens. They adore their White Lab named Oscar and their Black Lab named Tucker.

 
Trevor Roberts, CFP – Associate Advisor & Financial Planner

Trevor, a Sarnia native, joins the McAvity–MacLaren team following a successful career with one of Canada’s leading full service brokerages. Having enjoyed working with clients throughout Lambton County in the past, Trevor looks forward to providing comprehensive wealth management to past and future clients.

Trevor brings to the team over six years of investment management and financial planning experience, and has been awarded the Certified Financial Planner (CFP) designation by Canada’s Financial Planner’s Standard Council. In addition, Trevor is fully licensed to provide advice on individual securities and assists in relaying our team’s investment strategy with clients on a day-to-day basis. Trevor is also licensed life insurance representative in the province of Ontario. Having Trevor on board ensures our clients receive a written financial plan and a comprehensive strategy to achieve their financial goals.

 
Chris Delaney - Wills and Estates Specialist

 

Chris Delaney has practised in various areas of commercial and civil litigation, wills and estates, residential real estate and employment law.  He has had his own private solicitor's practice, worked with Scotia Private Client Group as Senior Will and Estate Planner and prior to joining RBC Dominion Securities was the business manager of two London based businesses. 

In addition to being a lawyer, Chris has taught Labour Economics, Estates, Business Law, Personal Finance and Introductory Accounting for Fanshawe College in London, Ontario.  He has also instructed at secondary and private schools.


Chris is very excited about being able to offer Will and Estate Planning ideas and strategies to our clients.  This is an exceptional program that offers tremendous value for clients as they plan for the orderly succession of their assets, businesses and personal affairs.


 
Rick Squires - Regional Insurance Specialist

 

Rick Squires, CLU, CH.F.C., TEP combines experience in business with his passion for taxation to create unique financial models as part of the process of designing optimal estate plans for our clients.

Rick joined RBC Dominion Securities in the fall of 2004.  He applies his encyclopedic knowledge and creativity to the creation of solutions that meet the pledges that clients have made to themselves and those who mean the most to them.

Rick's background in the financial services industry spans over two decades.  He's a Chartered Life Underwriter, a Chartered Financial Consultant, a Registered Trust and Estate Practitioner and has earned recognition as an estate planning innovator and an expert in designing executive benefit programs that enhance retirement income and minimize tax.  He subscribes to the respective codes of ethics and standards of conduct required by his professional designations.

Rick conducts detailed meetings with our clients as part of our team, as well as roundtable discussions with other members of the RBC Dominion Securities Team in order to share enhanced strategies to achieve income growth and reduce tax and estate liabilities.

Rick coordinates any technical advice with our legal and accounting team - and bridges to clients' traditional advisors.  He has a passion for and keen insight into the fields of corporate and charitable planning.

He is a registered member of the Society of Trust and Estate Practitioners - whose head office is in London, England.

Rick, and his wife Joanne live in Sarnia with their three children.

 



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