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.

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

Michel began his career in the financial services industry in 1989 and is an expert in the field of insurance having spent most of his carreer utilizing insurance products to help clients achieve their wealth management objectives as well as their financial and estate planning goals. He has acquired the Chartered Life Underwriter and Financial Planner designations, as well as having a university degree in economics.

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).

Susan Ackman is our Financial Planning Specialist. She received her Bachelor of Commerce from Concordia University in 1989 and since that time has been working as a financial consultant. She received the Registered Financial Planner (RFP) and Certified Financial Planner (CFP) designations in 1994, and the Financial Planner designation from the Institut Québecois de Planification Financière (IQPF) in 1995.

Susan’s experience includes providing financial planning to individuals facing significant financial events. Prior to joining RBC in 2003, Susan concentrated on issues of executive compensation, expatriate remuneration and corporate governance.