The Quallenberg Wealth Management Group

Meet the Team

Allen Quallenberg, the Senior Member of the team with over 45 years of business experience, the last 14 as an Advisor with RBC Dominion Securities.

Danny Baum, Associate Portfolio Manager and Investment Advisor, and Fellow of the Canadian Securities Institute, with 14 years of business experience, the last 8 with RBC Dominion Securities, as a Partner in The Quallenberg Wealth Management Group.

Marcy Quallenberg, Associate, with 13 years working experience, all as an Advisor and Associate with RBC Dominion Securities.

Jo-Ann Richardson, Associate, with over 25 years experience in the Financial industry, and 12 with RBC Dominion Securities, the last 6 with The Quallenberg Wealth Management Group.

Tessee Kalamaras, Associate, with over 14 years experience in the Financial industry, the last 3 with RBC Dominion Securities as a member of The Quallenberg Wealth Management Group.

Jean Sasseville is our Estate Planning and Insurance Specialist, with access to insurance solutions from the top-ranked insurance providers in Canada.

Jean began his career in the insurance industry in 1980 and is an expert in his field. He is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries.

Bonnie Kaplan is our Will & Estate Consultant. Along with her LL.B. conferred by the Université de Montréal, Bonnie holds an M.A. (education) from the Université de Montréal and a B.A. from McGill. She was called to the Barreau du Quebec in 1996.

Prior to joining RBC Dominion Securities, Bonnie specialized in questions of estate law during five of her six years in private practice. She is an active member of The Society of Trust & Estate Practitioners (Quebec chapter) and the Canadian Bar Association (Quebec chapter).