Meet The Lester Wealth Management Group of RBC Dominion Securities
STEVE LESTER, P.ENG.,M.B.A.,CIM
Vice-President & Director
Investment Advisor
Portfolio Manager
Steve graduated from the University of Waterloo in 1980 and received his Professional Engineering designation in 1982. He spent several very successful years as a Project Engineer in Ottawa, and then in 1985, Steve earned his M.B.A. from the University of Western Ontario. He has a keen understanding of how to provide for present and future financial planning needs. Steve is married with five children.
Since 1985, Steve has gained valuable experience as a manager and member of senior management in the pulp and paper, real estate and investment industries. Steve’s insights are invaluable for clients wishing to preserve capital, maximize after-tax investment returns and build significant wealth. To better serve the investment and estate planning needs of his clients, Steve is committed to continued professional development. Having earned his life insurance license in 1996, Steve continually pursues education in advanced financial planning strategies. Clients have found these strategies particularly useful in preserving hard earned wealth.
Steve Lester guides the Lester Wealth Management Group. The Lester Wealth Management Group operates within RBC Dominion Securities and is pleased to have this opportunity to explain the truly unique capabilities of our group. Our group is ideally suited to meeting all your investment needs and have a very strong track record for providing value added client relationships. The strength of our services lies with the over 60 years experience of our group. Steve is a strong supporter of The Sick Kids Hospital.
LINDA NOVIS
Associate Investment Advisor
Linda is an integral member of The Lester Wealth Management Group and has been an essential part of the team's success.
Linda brings with her 25 years of experience in the financial services industry. She comes from a service-oriented background in the financial sector and is highly committed to bringing clients timely, efficient and courteous services. Prior to joining Steve at RBC Dominion Securities, Linda spent ten years working at ScotiaMcLeod as an Investment Associate to one of Scotia's top producers and also held the role of Branch Administrator for seven years.
Linda enjoys speaking with clients regarding any questions or inquires they may have. She is dedicated to providing reliable and efficient services to all of our clients.
DAVID COYLE, FMA
Associate
David has been in the investment industry for over 20 years. He spent 15 years at Scotia McLeod working for a top ten producer with high profile clients. David's Financial Management Advisor (FMA) designation and his valuable experience have provided him with a unique understanding of the clients' needs.
SHELLEY KNOX, CIM
Associate Investment Advisor
Shelley has over 10 years experience in the investment industry and is working to finalize her qualifications as a Certified Investment Manager. Shelley works closely with Linda and Steve in client portfolio management, communications and service. In addition, Shelley also coordinates and monitors all client projects such as assembly of financial plans, client review schedules and portfolio presentations.
Ariel-Charles Guigui
Will & Estate Consultant
Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994. He was called to the Ontario Bar in 1996. Prior to joining DS, Ariel spent five years teaching real estate law and estate law at Cite Collegiale in Ottawa. For the past 12 years, he has held positions of increasing responsibility at a major trust company, most recently as a Trust Manager. Ariel works closely with our clients to explore opportunities for more efficient will and estate planning as well as to ensure current planning is consistent with their wishes.
ANDREW SIPES
Insurance Specialist
Andrew is an Economics graduate and a Certified Financial Planner(CFP). He began his career with a major Canadian insurance company and worked as a regional marketing specialist in Vancouver, Edmonton, Moncton and Toronto. Andrew's focus will be on providing tax and estate planning solutions for our clients through new innovative uses of insurance contracts.
OUR COMMITMENT TO YOU
The Lester Wealth Management Group of RBC Dominion Securities is committed to meeting the needs of each individual client with trust, integrity and professionalism. We pride ourselves on the strength and dedication of our people.