Our Team
Rod C. FaheyVice-President, Investment Advisor & Financial Planner
Vice-President, Investment Advisor & Financial Planner, Rod Fahey joined RBC Dominion Securities in 1997. Since then, he has been named a member of the firm’s prestigious Director’s Council. Membership into this group of top-ranked advisors recognizes Rod’s commitment and success in helping clients build and preserve their wealth. As an accredited Investment Advisor and Financial Planner, Rod has access to resources and support of RBC Dominion Securities that help deliver a proven financial plan-driven investment process. Through this process, Rod helps clients maximize their wealth, reduce risk and ensure their financial resources are working efficiently towards achieving their goals.
Rod is an honours graduate of Brock University. He has also achieved several industry designations including his insurance licence, the Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI). The FCSI is one of the industry’s most respected accreditations, recognizing advisors for their high level of education, ethical training and industry experience.
This combination of technical expertise and industry experience gives clients the ideal balance of knowledge to build sound investment strategies, protect their family and wealth, and plan ahead for their financial security with tax-efficient wealth management.
Rod has built a successful practice based on long-term client relationships and disciplined investment advice. His clients appreciate his honesty and genuine interest in helping them achieve their goals. Rod is currently expanding his business through referrals from satisfied clients and professional advisors who are looking for an elite advisor to partner with.
Rod and his wife and daughter are residents of Oakville. He is an active member of the community and a member of the Oakville Golf Club. Josie Sumbang
Associate Advisor
Bio coming soon... Kathryn Aitkenhead
Will and Estate Consultant
As a Will & Estate Consultant, Kathryn Aitkenhead supports me by delivering comprehensive estate planning to high net worth clients. Kathryn obtained her Bachelor of Laws from the University of Western Ontario in 1989 and was called to the Bar in 1991. She was in private practice for 4 years and then took a sabbatical to obtain her Master of Laws at Dalhousie in 1995. Kathryn worked in-house at a trust company for 8 years where she was responsible for new business development for the Estates and Trusts department. She returned to Private practice in 2003, before joining RBC Dominion Securities in January 2005. Kathryn is a registered Trust and Estate Practitioner with STEP (Society of Trust and Estate Practitioners). She obtained her CFP designation in 1999. She has also been an instructor at the Estate and Trust Bar Admission course at the Law Society of Upper Canada for 6 years. For select clients, I can arrange for a complimentary Will and estate-planning consultation with Kathryn. She works closely with me to provide you with information on structuring your estate in an efficient and tax effective manner. Following your meeting, Kathryn 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 Kathryn Aitkenhead, please contact us.
Thomas Seah Insurance Specialist
Thomas Seah is a valuable member of our team, helping you create and preserve your wealth. Thomas 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, Thomas will partner with your other professional advisors in the development of appropriate solutions. Thomas 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, Thomas has access to insurance solutions from the top-ranked insurance providers in Canada.
Thomas began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Chartered Life Underwriter designation. Michael Craft - CFP, CLU, RHU, B. A. Econ.
Financial Planner
I am very pleased to announce that Michael Craft has joined our team. Michael is a Certified Financial Planner [CFP], licensed by the Financial Planners Standards Council, with more than 15 years experience in comprehensive financial planning for clients.At RBC Dominion Securities, our Financial Planning service determines how you can meet your lifetime goals through the proper management of your financial affairs. As a professional financial planner, Michael takes into account all relevant aspects of your financial situation to identify and analyze the interrelationships among sometimes conflicting objectives. It is this unique integration of knowledge and skills across a broad range of topics that distinguishes Michael’s professional financial planning from other related financial advice. He can identify areas that may need attention and recommend the appropriate action to achieve your goals.
Michael has held the Chartered Life Underwriter [CLU] designation for 14 years. It recognizes a professional financial advisor who specializes in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer. For over 80 years, the CLU has been widely recognized as a mark of excellence in the financial industry.
During 2006, Michael earned the Registered Health Underwriter [RHU] designation, which is the only Living Benefits designation in Canada. It recognizes expertise in all areas of living benefits, including disability, critical illness, long term care and group benefits. Michael holds a Bachelor’s Degree in Economics from The University of Winnipeg.