For nearly a decade, Fred has been providing investment and wealth management solutions to high-net-worth individuals through RBC Financial Group. Focused on helping clients achieve their long-term investment and financial objectives, his comprehensive Wealth Management Process encompasses such diverse issues as Investment Management, Estate Planning and Financial Planning.

A strong believer in continuing education, Fred has acquired the designations of Canadian Investment Manager (CIM), Financial Management Advisor (FMA), and Fellow of the Canadian Securities Institute (FCSI). 

Outside of the office, he stays active in the community and has been a Cabinet Member of the Kingston United Way and a member of the Citizens Review Panel.

MEET OUR TEAM MEMBERS

Sherrie Amey, Associate

Sherrie has been actively involved with the investment industry since first accepting an Administrative Assistant’s position at Richardson Greenshields (a firm since acquired by RBC Dominion Securities) in 1994. 

Dedicated to continuing education, she is licensed to trade securities.  Sherrie provides an array of essential services and can assist you with: account balance and general account inquiries, cheque requests, company research, and is your point-of-contact for all tax-related information regarding your portfolio.

A lifetime resident of the Kingston area, she is actively involved in recreational activities in her local community. 

Joseph Power, LL.B:  Will and Estate Consultant.

Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993. He is an Associate Member of The Society of Trust and Estate Practitioners, Ontario and a Member of the Carleton County Law Association. Prior to joining RBC Dominion Securities, he practiced estate planning in private and served as Will & Estate Consultant with Royal Trust Corporation. Joseph works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner.

Michael Keyes, CLU:  Insurance Specialist.

Michael 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, Michael will partner with your other professional advisors in the development of appropriate solutions.

Michael 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, Michael has access to insurance solutions from the top-ranked insurance providers in Canada.

Michael began his career in the insurance industry 1990 and is an expert in his field. He has acquired the Chartered Life Underwriter designation.