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Associate Portfolio Manager & Wealth Advisor
David is an Associate Portfolio Manager and Wealth Advisor at RBC Dominion Securities. With a commitment to excellence and passion for delivering results, our team brings a unique blend of strategic insight and innovative thinking to the table.
Our approach is to serve as an outsourced Chief Investment Officer dedicated to crafting and managing institutional-grade portfolios. We leverage our internal expertise and trusted third-party money managers to meticulously construct portfolios that align perfectly with the distinctive goals and objectives of our clients. Guided by a deep understanding of market dynamics and a relentless pursuit of your financial goals, our mission is to help you navigate the complexities of the financial world and build a secure and prosperous future.
David has a wealth of experience in the financial industry, having worked as a vice president at a leading Canadian wealth management boutique for nearly a decade. Prior to that, he honed his expertise at RBC Global Asset Management and RBC Phillips Hager & North Investment Management.
A certified investment professional, David has obtained his Chartered Investment Management (CIM) designation. He also holds a Bachelor of Business Administration in Finance from William’s School of Business at Bishop’s University.
Administrative Assistant
As an Administrative Assistant with RBC Dominion Securities, Cameron offers research and portfolio management support to David and his clients, helping to ensure clients’ investment portfolios are aligned with their objectives.
Cameron earned a Bachelor of Commerce in Economics and Finance from the University of Guelph. To complement his education and knowledge, he is pursuing industry designations through coursework from the Canadian Securities Institute (CSI) and the Investment Industry Regulatory Organization of Canada (IIROC).
Outside of work, Cameron can be found playing hockey or training for his next triathlon. He is an avid outdoorsman who enjoys taking long canoe trips and spending time off the beaten path.
Associate
As an Associate working with David, Jasmyne serves as his clients' first point of contact. She also assists with onboarding clients to RBC Dominion Securities while maintaining the team’s high standards for client service and operational efficiency.
Bringing six years of experience in the financial industry to her role, Jasmyne has a passion for helping clients achieve their greatest financial goals. In her day-to-day work, she is known for her fast turnaround times and for prioritizing client requests with a high level of care.
Beyond the office, Jasmyne is an avid traveller who believes that experiencing different cultures enriches her perspective. She also enjoys teaching family and friends about personal finance and gives back to the community through various volunteer activities with her RBC colleagues.
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