Welcome To My Site

If you need personal guidance with your investments, I would be happy to help. Whether you're investing for a business, organization or yourself, I can custom-design a portfolio to meet your specific needs. You will have access to the full spectrum of investments, including stocks, bonds, mutual funds, insurance and options.

As an Investment Advisor at RBC Dominion Securities, I would be pleased to speak with you about your financial objectives. My contact information is on the right.

 Ron Harper, Investment Advisor & Vice President

Born and raised in Manitoba, Ron moved west initially posted with the RCMP in Alberta for over 5 years. With a major career change Ron and his family settled in the Okanagan and Vernon, B.C. joining RBC Dominion Securities in late 1984 after completing the Canadian Securities Course with honours. He also completed the Canadian Investment Management Course and was awarded his Fellowship of the Canadian Securities Institute by the Board of Governors of the institute.
In 1989 upon the merger of Dominion Securities and Pemberton Securities, Ron was appointed Branch Manager and later as a Vice President of RBC Dominion Securities. Ron will celebrate 20 years with RBC DS this year.
Ron has put together an excellent team of professionals and takes a personal approach based on trust and integrity. He believes long-term business relationships must be built on trust.
Ron and his team put together comprehensive financial and estate plans that focus solely on the clients needs and objectives. The team strives to give excellent service and work hard to earn the clients respect and trust.
Their mission statement is to help their clients achieve peace of mind using proven and disciplined investment strategies.
Actively involved in the Community, Ron has been a member of Rotary for over 20 years.
Married with 3 children, Ron enjoys life in the Okanagan golfing, snowboarding and flying in his spare time.

Joann Little, Associate Advisor & Financial Planner 

Joann was born and raised in Vernon.  She has had an extensive and successful career with RBC Financial Group for 25 years, culminating as a Personal Financial Planner in 2002.  Joann specialized in financial and retirement planning, using a disciplined approach in developing proper, well diversified portfolios and utilizing the depth of knowledge of our group to manage and protect her client's wealth. Joann transferred to RBC Dominion Securities in March 2005 as Ron's assistant.  She completed  the Canadian Securities Course and became a licensed representative in August 2005. 
Joann's primary role is to work closely with Ron and our clients.  She places high importance in listening to, and taking a personal interest in, our client's current and future plans and helping them achieve their goals.  Her priority is to give personal attention and professional advice to meet their financial, investment, insurance and estate needs.
Joann believes that the most valuable assets we offer our clients are the years of experience and the consistency of our team.  When our existing or new clients contact us, they can be assured that they are speaking with a member of a very professional, dedicated and well-educated team that takes great pride in the services we offer.

Kali A. Peebles, Associate

Kali was born and raised in Vernon.  After graduating from Kalamalka Secondary School as an Honour Roll Student in 2002, she found herself starting a career in the financial services industry at the young age of 17.  Kali came to our team after spending the first 8 years of her career at Canaccord Capital, where she started out as an Administrative/Marketing Assistant.  In 2008, she earned the title Licenced Sales Assistant after successfully completeing the Canadian Securities Course, Conducts and Practices Handbook Course, and the Investment Advisor Training Program in 2007.
In March 2008, she was recognized as a Registered Representative by the Investment Industry Regulatory Organization of Canada (IIROC). Kali is currently in the process of completing the Wealth Management Essentials Course, which will put her one step closer to obtaining the Canadian Investment Manager (CIM) designation.  
Due to her business-oriented background, Kali's primary role is to assist Ron and Joann in analyzing and monitoring client portfolios, producing reports and generally maintaining office operations.  
With a deep love for the sun, sand and surf, Kali and her husband Jeff, spend as much time as possible submerged in the outdoor beauty of the Okanagan.  She enjoys international travel, beach volleyball, golfing, kayaking, hiking and cross country skiing.       

Teresa MacGillivary, Financial Planning Specialist

Teresa has extensive experience offering comprehensive financial planning to clients with sophisticated and complex situations. She draws on the breadth of expertise that she has developed from over 25 years of working in the financial industry.
Teresa comes to RBC from another IDA firm, where she helped high net worth clients with their planning needs and prior to that, worked in the specialized area of estate and trust taxation. She holds her Certified General Accountant designation, and her Certified Financial Planners designation.
She also holds the Specialist, Trust Institute diploma for Taxation and obtained a Certificate of Achievement with honours in Financial Counselling from the Institute of Canadian Bankers. She has recently received the Retirement Strategist designation from ICB and is currently completing the SFU Executive Management Program through the Segal School of Business.