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Vanessa Stenner FMA, FCSI Vice-President, Investment Advisor
Vanessa is an 18-year veteran of the industry and is a second-generation Investment Advisor. She hosts “Your Money, Your Wealth” on CKNW and CFUN, a radio show that focuses on money and lifestyle issues for the high net worth investor. She takes great pride in helping individuals with their financial matters, and has enjoyed great popularity due to her extensive knowledge and experience. She has a very unique approach to understanding her client's needs, and as a result, she takes planning and relationships to a new level. Vanessa works with clients on a daily basis to come up with the best possible solutions for all their financial needs.
She is a specialist in high net worth wealth management, with expertise in tax minimization, financial and estate planning, wealth preservation, and retirement planning. She holds a host of accreditations including the Financial Management Advisor (FMA) designation, and the Fellow of Canadian Securities Institute (FCSI) designation. She is also a Vice-President with RBC Dominion Securities.
Karin Weichler Associate
Karin is a highly experienced professional who has been in the financial industry for 20 years. Prior to joining RBC Dominion Securities in 2004 as a registered representative, she was a member of CIBC World Markets for 15 years. She works closely with many of our clients on a day-to-day basis, conveying recommendations on Vanessa’s behalf, providing reviews, executing daily trading, and administration of all pertinent issues.
Catherine Foster Associate
Cathy works alongside Karin in providing exceptional service to our existing clients. With over 19 years experience in the financial industry, her experience is valued greatly by our clients. Her main specialties include execution of orders, day-to-day client administration, and facilitating new account transfers to ensure a smooth transition.
Bobbi Block Associate
Bobbi joined the financial industry five years ago. She completed the Canadian Securities Course, (CSC) and the Conduct and Practices Handbook (CPH) courses from the Canadian Securities Institute with honours. She takes great pride in providing exceptional client service and helping new clients easily transition to our group.
Dan Anders, TEP Estate Planning Specialist
Dan Anders offers effective solutions to the problems of Excess Taxation, Estate Preservation, and Business Succession faced by many of our firm’s clientele. Dan has access to insurance solutions from the top-ranked insurance providers in Canada.
Dan is an active member of ADVOCIS (Canadian Association of Insurance Professionals), MDRT (The Premier Association of Financial Professionals), and STEP (The International Society for Trust and Estate Practitioners).
Doug Waymark, CFP, STI Finanical Planner
Doug brings more than 29 years of experience in financial services to his role as a Financial Planner. This experience has honed his ability to help his clients successfully negotiate each stage of their financial lives. Committed to constant improvement, Doug has complemented his career experience with extensive professional training. He is a fellow of the Institute of Canadian Bankers, a Certified Financial Planner, and a Financial Management Advisor. In addition, he holds the Specialist Trust Institute designation. |