Meet the Group
William has over 15 years of experience in the financial service industry. William Vastis, creator of the Trusted Wealth Planning Approach is widely regarded as one of the top investment advisors in Canada.
He is a Vice-President and Director of RBC Dominion Securities/ RBC DS Financial Services. He has been on RBC Dominion Securities' prestigious Executive and Chairman's Council from 2001 to 2009. William has also been recently nominated for Canada's Top 40 under 40.
He possesses an Honours Bachelor of Commerce degree. Committed to ongoing professional development, William holds his Canadian Investment Management (CIM) designation. He has also achieved the designation of Fellow of the Canadian Securities Institute (FCSI), awarded for industry-recognized professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors.
As a licensed Life Agent, he is qualified to provide tax-deferral and risk-management strategies through the use of life insurance.
He stays active in his community, by being on the board of the Ron Ellis Team Canada Foundation. Recently he had participated in the Brawl on Bay Street III & V Boxing event which supports the Believe to Achieve foundation for Kids. His popularity from his performance allowed him to secure more support. After such success in his previous bouts, William is confident in his ability to undertake his biggest boxing venue yet! He is involved in the planning and execution of a much larger boxing event at the Royal York in May 2010. Motivated by passion and personal experience, this event will raise money for breast cancer awareness. As a former All-Canadian for the Guelph Gryphon's Football program, he was also one of the founders of the endowment fund which establishes a named fund to support a specific purpose, such as a scholarship, lecture series, educational equipment or library acquisitions. He also supports the Juvenile Diabetes Research Foundation and the Ontario Art Gallery.
William is married to Kathy and enjoys their three daughters Victoria, Angela and Patricia. William enjoys playing piano, hockey, boxing, skiing, snowboarding, golf, coaching soccer and reading. He enjoys collecting art and fine wines.
Click here to view some of William's family photos!
Ravi has over 15 years of experience in the financial services industry. Prior to joining RBC, Ravi was a recipient for many recognition rewards in CIBC Private Banking/ Imperial Service including annual and quarterly achievers.
Ravi possesses an Honours Bachelor of Commerce degree with a major in Finance and holds numerous financial industry designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Canadian Investment Manager (CIM).
Ravi provides investment, estate, insurance and banking solutions to highly successful
entrepreneurs, business executives and other professionals. His approach to managing
client’s financial affairs is unique.
He likes to ensure that he has a sound understanding of the issues that are of greatest importance to each of his clients and focuses all of his energy to helping them accomplish their stated goals. Ravi provides financial solutions
Ravi was instrumental to the development and support for the MSMF which helps rural children attain an education and offers medical services for free in India. He stays active in his community, supporting the Ontario Art Gallery, the United Way, and the Juvenile Diabetes Research Foundation. In his spare time, he enjoys golfing, reading and travelling.
Ravi is married to Archana and enjoy their son Krishna. Ravi also enjoys golf, basketball and reading.
Janet Mack graduated with a Bachelors of Commerce degree in Finance from the University of Saskatchewan in 1986. She joined RBC Dominion Securities in May of 1987. During her 20 years in the Investment Industry, she successfully completed several courses including the Canadian Securities Course, the Professional Financial Planning Course and the Wealth Management Techniques Course. Janet provides a high level of knowledge and expertise in client services ranging from day-to-day administration, client inquiries, trade executions and portfolio review preparations.
On her off time, Janet and her husband enjoy spending time with the latest addition to their family, Sarah. Other activities include reading, travelling and playing sports (volleyball, softball, and golf).
Sandra graduated with an Honours Bachelor of Commerce from McMaster University in 2007. Currently, Sandra is aggressively pursuing her CFA designation, having earned her level 1 of 3 in December of 2007. Sandra is a licensed, registered Associate, skilled at supporting clients with all types of administrative and advisory assistance. Sandra assists the Team in staying current on economic and market trends. In close consultation with William, she helps to direct overall market strategy, review individual portfolios and prepares strategies tailored to the individual needs of our clients. Outside of work, Sandra has taught golf to children during the summer months, and enjoys spending time outdoors. 
Barrington Grey is a valuable member of the team, helping you create and preserve your wealth.
Barrington 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, Barrington will partner with your other professional advisors in the development of appropriate solutions.
Barrington 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, Barrington has access to insurance solutions from the top-ranked insurance providers in Canada.
Barrington began his career in the insurance industry 1989 and is an expert in his field. He has acquired the Certified Financial Planner and Chartered Life Underwriter designations.
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Having joined RBC Dominion Securities in 2003, Kelly has also received her Certified Financial Planning (CFP) designation (1998) and is a member of the Society of Trust and Estate Practitioners (STEP). Her significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Luke is a Certified Financial Planner (CFP), and holds a Bachelor of Commerce with a Major area of study in Economics from Mount Allison University. Luke has worked in the Financial Services industry for over eight years, and has experience in the area of private client investing as well as with banking and financial planning for high net worth clients. Luke provides financial planning reviews for our clients to help them with determining their overall financial health. He also works closely with both the Will & Estate Planning Specialist as well as the Regional Insurance Specialist to provide a written assessment and a course of action to help our clients to achieve their goals.
Prashant is an actuarial science graduate from the University of Toronto and has worked at KPMG and Price Waterhouse. As a technical resource to William, clients benefit in all financial planning matters with speciality in tax, estate planning and retirement planning. While at Price Waterhouse, Prashant specialized in US-Canada cross border taxation, an area fast becoming a concern to more of our clients.
Global Advisory Team
In addition to the individuals above, an extensive team works behind the scenes for clients of The William Vastis Wealth Management Group of RBC Dominion Securities. This includes:
- Financial Planners to assist with your tax, estate, and financial planning needs
- Investment Strategists who make quarterly recommendations for portfolio structure based on a well-considered outlook for the future direction of global markets and economies
Research Analysts who provide fundamental, quantitative and technical research on individual companies and sectors. RBC Capital Markets provides research on Canadian companies, while several leading U.S. investment firms provide research on U.S. companies. Research on discretionary investment managers is provided by two of the world’s foremost investment consultants – Lockwood Financial and Frank Russell Company.
- Fixed-Income Specialists who provide access to Canada’s largest inventory of fixed-income investments, including bonds and money market instruments.
- You also have access to our extensive professional network to help meet all your wealth management needs.
