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Rob Rubino, Vice President , Ch.P. Strategic Wealth, FCSI, CIM
Originally from Etobicoke, attended the University of Toronto where he graduated with a Bachelor of Science in 1980. Rob then moved to Alberta and began his career in the power engineering industry. Rob became an Investment Advisor in the Edmonton office in 1984, then returned to Ontario in 1986 to continue helping clients achieve their financial goals. Rob's tenure with RBC Dominion Securities now spans over 20 years. Rob |
holds both the Ch.P. Strategic Wealth and the prestigious Fellow of the Canadian Securities Institute (FCSI) designations. Rob is a Vice-President of the firm and is a Level II licensed insurance representative.
Rob has recently obtained his Associate Portfolio Manager designation, one of the highest designations in our industry, providing discretionary trading for his clients. The discretionary approach is appropriate for individuals, business owners, and corporations who are looking for professional wealth management, and want to minimize their involvement with the day-to-day management of their portfolio.
Rob co-hosted Money Week, a weekly financial television program which aired throughout the Golden Horseshoe of southern Ontario for 10 years. This program offered its viewers market updates, perspectives on investments, and hosts regular guests from within the financial and business community.
Rob is a long time resident of Milton where he lives with his wife, Rosaleen and three children. Rob offers his time to several community groups including the United Way, the Rotary Club of Milton, and the Chamber of Commerce.
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Jody Coulson, B.Sc., B.Ed.
A lifetime resident of Milton, Jody joined Rob 13 years ago following the completion of his Honours Bachelor of Science at the University of Guelph and Bachelor of Education at the University of Western Ontario. Jody is a Senior Associate Advisor who takes a sincere interest in providing clients with superior advice and service when dealing with the Rubino Wealth Management Group. Jody's knowledge and experience base has |
been complimented by the Professional Financial Planning Course through the Canadian Securities Institute, the Derivatives Fundamentals course, the Options Licensing Course and Canadian Securities Course. Jody is also a Level II licensed Insurance Representative. He is currently a candidate for the Financial Management Advisor (FMA) designation. Jody lives in Milton with his wife Liz and two sons. Jody is the past Treasurer of his church and Chairman of their successful annual fundraising golf tournament, he also coaches his two sons' baseball and hockey teams.
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Grant Henri, Financial Planning Specialist, CFP, PFP, PL.Fin.
Grant attended Concordia University in Montreal where he completed aBachelor of Commerce degree. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is working towards his TEP designation with the Society of Trust and Estate Practitioners.
Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of |
Canada as a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto. Over the last three years, Grant has been providing support on tax, legal, estate and retirement planning strategies to advisors at RBC Dominion Securities. He has also written several articles on these subjects which are part of the firm’s library of financial planning content available to you through your Investment Advisor.
Grant’s role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
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Catherine Nicolls, Will & Estate Consultant
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, Will and estate planning and estate administration.
Catherine joined a major trust company as a Senior Will and |
Estate Planner in 1996 and has since then focused exclusively on this area of law. She continues to focus on will and estate planning with RBC Dominion Securities.
She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.
Complimentary Will and Estate Planning Consultation
In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you a complimentary Will and estate-planning consultation with Catherine Nicolls, our Will & Estate Consultant. Catherine works closely with Rob and Jody to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Catherine will provide you with a report outlining various estate planning issues for you to explore in further detail with your own lawyer or accountant.
Should you wish to schedule a meeting with Catherine, please contact Rob or Jody.
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Richard Todd, Insurance Specialist
Richard Todd is a valuable member of The Rubino Wealth Management Group, helping you create and preserve your wealth.
Richard employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance strategies that will help them achieve their wealth management objectives. For more complicated situations, Richard will partner with your other professional advisors in the development of appropriate solutions.
Richard can focus on both personal and corporate insurance |
solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Richard has access to insurance solutions from the top-ranked insurance providers in Canada.
Richard began his career in the insurance industry in 1979 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant designations.
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Investment & Retirement Planners
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Investment and Retirement Planner |
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Private Banker
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Mortgage Specialists
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Home and Auto Insurance
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Betsy Alpas
Branch Manager
905 875 1915 |
Dwayne Santos
Insurance Advisor
905-875-3054 |
Rajneesh Avora
Insurance Advisor
905-875-3054 |
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