Mark Beverly B.Sc., CFP - Investment Advisor
The Beverly Group of RBC Dominion Securities is led by Mark Beverly. After graduating from Trent University with a Bachelors of Science degree in Economics, Mark began working in Ottawa as an Economist for an industry association. In 1999 Mark returned to Moncton where he worked for a large Canadian bank as a Financial Advisor for three years before joining RBC Dominion Securities in February of 2003.
Mark is married to Kezia Williamson and they live in Moncton with their two sons Elliott and Wynn.
Joe Linthorne – Associate
Joe joined the team in October 2007 with over 12 years experience in the investment industry, and over 13 years with RBC.
Joe received his Bachelor of Commerce 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 the 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.
Jason Lewis - Insurance Specialist
Jason employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products 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. Jason 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 her career in the insurance industry in 1996. He is currently pursuing his Certified Financial Planner designation.
Kendrick Keirstead - 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 as 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.
Mary 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.
Comprehensive financial planning
Kendrick and Mary’s roles are to work with and support Mark in preparing and presenting comprehensive Compass Financial Plans for clients.
In appreciation of your valued business relationship with us, Mark is pleased to offer you comprehensive financial planning. Our comprehensive financial planning approach addresses your issues and concerns, and helps you to clarify your objectives. The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance or estate planning, and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
