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Senior Portfolio Manager & Wealth Advisor
Danny joined his family's wealth management practice at RBC Dominion Securities back in 2000. More than 25 years later, he's still here - helping clients make smart financial decisions and managing more than $750 million in assets along the way.
Known for his straight talk, quick wit, knowledgeable advice and ability to simplify complex financial matters, Danny focuses on what matters most: helping people build, protect, and enjoy their wealth. He holds a Bachelor of Commerce from MCGill University, along with the Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM) designations.
Giving back to his community is very important to Danny. He's been involved with the Donald Berman Maimonides and Jewish Eldercare Foundations for more than two decades, co-chairing the annual Donald Berman Maimonides - RBC Wealth Management Golf Tournament since 2007, and serving in several leadership roles along the way.
Outside the office, Danny's passions run deep - from scuba diving and weightlifting to classic muscle cars, Batman, Star Trek, and quoting more pop culture references than his team probably wants to hear. He also loves traveling with his family.
Because at the end of the day, wealth isn't just about the numbers - it's about freedom, family, and living life to the fullest. And if you can talk about Batman, muscle cars, or the best dive sites while building a smarter wealth plan, all the better.
Associate Portfolio Manager
Warren developed an interest in investments at a young age, which led him to study finance at McGill University, where he earned a Bachelor of Commerce degree with a major in Finance. Now, with over 20 years of experience in the industry, eleven of those with our team, Warren remains passionate about “helping people manage their money and making it work for them.” In his current role, Warren is focused on portfolio management, reviewing and analyzing portfolios, making investment recommendations, creating models, and executing transactions in client accounts. He is also responsible for updating Investment Policy Statements, and overseeing risk management factors, to keep client portfolios in line with their target asset allocations and guidelines.
Clients value Warren’s commitment to client service, appreciating that he makes himself available and accessible, is a good listener, offers fast, efficient turn-around, and shares his extensive knowledge about the markets. Along with his B.Comm. degree, Warren has attained his Chartered Investment Manager (CIM) designation, has completed seven Canadian Securities Institute courses, and obtained his options license.
In his free time, Warren is an avid runner who has completed three half-marathons. He also stays active by playing badminton and working out at the gym.
Associate Wealth Advisor
Tessee has 29 years of experience in the financial services industry, 20 of those with our team. In her current role, she specializes in the wealth management process, which encompasses financial and estate planning and insurance strategies, and is also responsible for account administration, tax inquiries and estate settlement. She works closely with other RBC partners to help clients achieve their financial goals. A natural problem-solver, she thrives in a fast-paced environment, and is driven by a desire to “make a positive impact in our clients’ financial future, giving them peace of mind and exceptional service.”
Tessee earned a Bachelor of Commerce degree with a major in Finance and a minor in International Business from Concordia University. She has also completed the Canadian Securities Course, Conduct and Practices Handbook, Canadian Options Course.
Away from work, Tessee enjoys spending time with her husband, her twins, and their dog. She also enjoys practicing yoga, reading, and travelling when she gets the chance.
Associate
Stephanie joined the Baum Quallenberg Wealth Management Group in 2016. She obtained her bachelor’s degree in Political Science from Concordia University in 2012. She has also completed her Canadian Securities course and Conduct and Practices Handbook course.
Stephanie is responsible for all administrative tasks, updating and monitoring client accounts, and is a main source of contact for our clients and their requests. She is always striving to increase her knowledge and make sure that she delivers a high level of service.
Stephanie is a proud mom to her daughter, Juliette who always keeps her busy! Whenever she has some free time, she enjoys practicing yoga, swimming, reading and spending time outdoors.
Andrea joined RBC Dominion Securities in 2006. She is a licensed investment representative. In her current role, she is responsible for organizing all account administration, updating and monitoring client accounts, preparing portfolio reports and dealing with all client requests.
Andrea also handles and ensures the efficient processing of all account transactions, including trading, cash management and tax matters. She is a main source of contact for our clients and enjoys assisting with their daily requests.
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