Patrick Rae & Associates Private Investment Management

Meet The Team

Patrick Rae, BA B.ED, CIM
Patrick Rae began his career as an Investment Advisor with RBC Dominion Securities in 1997. Today Patrick is licensed Portfolio Manager and Vice-President, both designations that recognize his commitment and dedication to his clients and the firm. Demonstrating the qualities of the very best Portfolio Managers in the industry, these exclusive titles serve as a reflection of his status in the firm. He has also been honoured with membership in RBC Dominion Securities' prestigious Executive and Directors Council since 2006. Patrick has built an outstanding team that is committed to providing personalized service, prudent investment counsel and comprehensive wealth management solutions.

Shauna Shyiak

Shauna is responsible for outstanding customer service. With her polished and friendly demeanor, she will assit clients with administration requests such as cheques, wire transfers, RSP contributions and any other specific client needs. She will also be responsible for organizing the client events that have become a hallmark of my business.

Shauna joined RBC Dominion Securities in 2006, where she worked as an administrative assistant for 2 years before taking a leave of absence to further her education in Business Administration. Shauna had the opportunity to travel to various countries such as Thailand, Egypt, France, Italy and Sweden while attending University and more recently enjoys spending time with her husband Jay and their dog Dexter.

Intermediaries and Alliances
Patrick Rae & Associates has extended its borders by including alliances with expert professionals who share their vision for service excellence. These individuals and groups are interested in synchronizing your Tax, Banking and Legal needs in order to complete your financial picture. Our association with these professionals, however, is not exclusive. We are open to working with your existing professionals if you feel they meet our high expectations for client service.

Jeff Schultz, Financial Planner

Jeff is an accredited Financial Planner and has over 20 years experience working in financial services. Focusing on financial planning for high net worth families, Jeff will help with the coordination of your investments, insurance and estate strategies to your financial plan. The financial planning process creates a risk free environment to gather information to help you make an informed decision.

James Kopp, Estate Planning Specialist

James Kopp is a valuable member of our team, helping you create and preserve your wealth. James employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help you achieve your wealth management objectives. For more complicated situations, James will partner with your other professional advisors in the development of appropriate solutions.

Donald Bell, Will & Estate Consultant

A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.

Donald Bell is a lawyer who has held senior positions with several investment and life insurance companies. He has extensive experience from both the head office and field perspective in the areas of wills, estates, taxation, insurance, financial and retirement planning. Donald provides analysis and development of advanced estate, tax, insurance and wealth planning strategies for high net worth clients, working in conjunction with their advisors.

Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.

Donald is also very active in his community where he is involved with a number of charitable organizations.