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Backed by an incredible team of industry-leading experts and the vast resources of RBC, we’re here to support every part of your wealth management journey and help you tackle even the most complex financial challenges.
Senior Portfolio Manager & Wealth Advisor
A familiar name in our community, Beau has worked in the financial services industry since 2005, having joined RBC Dominion Securities in 2011. Beau helps clients make sound financial decisions for their future, serving as a trusted advisor and a friend with whom they can share their ideas and dreams.
He excels at developing all-encompassing wealth management strategies that touch on all aspects of a client's life, helping to ensure they maintain their current lifestyles while planning for the years to come.
Following a disciplined investment strategy combined with high-level accounting and tax experience, Beau is uniquely suited to help protect and grow your wealth tax-efficiently and strategically. The wealth management community has recognized his success through professional accolades and the support of his peers.
Beau employs the top-down, strategic thinking skills he developed while obtaining his Certified Management Accountant (CMA) and Chartered Professional Accountant (CPA) designations. A firm believer in lifelong learning, Beau is also a licensed insurance representative and a discretionary Portfolio Manager. He holds an Honours Bachelor of Commerce degree from Laurentian University.
As a proud member of the Rotary Club of Sudbury Sunrisers, Beau invokes the Rotary motto "Service Above Self” in everything he does. He believes in giving back to his community and currently serves on the board of the Sudbury Charities Foundation. Outside of work, he loves spending quality time with his wife and two children, often in the great outdoors, participating in skiing, watersports, and mountain biking.
Associate
Raedah draws upon her decade of experience in the financial industry to support Beau in helping clients build wealth and position them for a secure future with peace of mind. By taking the time to understand each client’s needs, concerns, and situation, she can offer a high level of service while managing administrative processes, including opening accounts and executing trades.
Prior to joining RBC Dominion Securities, Raedah held various client-focused advisory roles at leading financial institutions, where she honed her organizational skills, responsiveness, and attention to detail. To complement these skills, she has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), Financial Planning I (FP I), Financial Planning II (FP II), and the Personal Financial Services Advice (PSFA) course. She also spent 20 years in the insurance industry as a Senior Underwriter and Account Manager, working with personal and business clients to ensure their assets were protected.
Compassionate and committed, Raedah enjoys building lasting relationships with clients and taking an active role in helping them realize their goals.
At the end of the day, Raedah loves spending time with her husband and four kids. They enjoy their weekends at the cottage, fishing and chatting around the fire. She is also an avid snowmobiler and loves travelling around the world.
