Janice Honeyman - Investment Advisor - Research Capital Corporation

Janice Honeyman, BA, CIM, FMA, FCSI, & Portfolio Manager

A broad knowledge base is one of the key things Janice brings to the table. Having started her career with a leading tax shelter company in Toronto, Janice now has the necessary experience to work with you and your accountant to provide you with the most up-to-date tax planning solutions. She also worked with a leading mutual fund company for several years, giving her a rare advantage in terms of expertise and knowledge evaluating mutual funds.

Janice is a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education, and solid endorsement from their peers and superiors. It is recognized as the highest honour in the financial services industry. This extensive training along with ongoing continuing education allows Janice to provide the best combination of investment vehicles for her clients to meet their needs.

Janice has been advising clients like you for over 20 years - helping them manage their wealth and meet their objectives, now and in retirement.

Robert Trei, Bachelor of Commerce, Sales Assistant

A key member of Janice's team, Robert joined Research Capital in 2005 and has assisted Janice since 2015. Robert manages the administrative side of Janice’s business working closely with her to ensure that each client receives prompt, friendly service and the utmost respect and consideration at all times. Robert is a fully licensed Investment Advisor, able to trade equity and fixed income securities as well as options and derivatives. His Bachelor of Commerce degree, earned at Ryerson University, his keen analytical mind, and his attention to detail continue to be an exceptional asset to Janice's team. Robert has worked in the financial service industry since 2002 having started out as a member representative at the Estonian Credit Union. He has wide-ranging expertise in wealth management, asset allocation strategies, capital preservation and the technical side of trading securities.

Andrew Lee, CFP (Canada), CFP (USA), CIM, TEP, MD

Andrew brings a wealth of experience to Research Capital Corporation (RCC), having worked in the investment and wealth planning industry since 2017. His diverse background includes senior roles in one of the largest wealth management firms and boutique cross-border financial planning firm providing comprehensive wealth planning strategies and services to high net worth clients.

Andrew has an extensive education background. He graduated with a Bachelor of Honours degree in Life Sciences from Queen's University, a Master's of Science degree in Experimental Medicine from the University of British Columbia, and a Medical Doctor (MD) degree from National University of Ireland – University College Dublin.

Andrew made the transition from being a physician to a financial planner to focus on his passion for financial health and creating holistic wealth plans for high net worth clients and their families. Over the years, Andrew has developed significant expertise in the investment and wealth planning industry by becoming a dual Certified Financial Planner (CFP) in Canada and the USA, Chartered Investment Manager (CIM), and Trust & Estate Practitioner (TEP).

Outside of work, Andrew enjoys playing basketball and squash, as well as trying new foods and restaurants.

Richard White, FSA, FCIA, CFP, Estate Planning Specialist

Richard has been helping clients with their estate planning needs since 1978. He began his career as an actuary with Manulife Financial in 1973 and then moved into financial and estate planning with Manulife Financial in 1978 . He joined Research Capital Financial Services in 1999. Richard works with Janice to provide customized solutions for estate planning for her individual clients as well as corporate succession planning and implementing employer group savings and benefit plans. Richard has the experience and depth of knowledge to create the appropriate solution for even the most complex client requirements.

Lois Lang, ACS, Insurance Administration

Lois joined Research Capital Financial Services in 1999, following 22 years with Manulife Financial. Lois oversees the administration for our team in the area of estate planning, and income protection as well as specialty tax advantaged products. She works closely in conjunction with Richard White, our Estate Planning Specialist.