Trish has over 20 years of experience in comprehensive wealth management, of which 15 years have been at RBC. As a trusted Senior Portfolio Manager & Wealth Advisor, she has the ability to manage both discretionary and non-discretionary accounts for high-net-worth individuals, families, or corporations.
Reflecting her commitment to understanding clients’ increasingly-growing demand for responsible investing options, Trish has earned the Responsible Investment Advisor Certification (RIAC). She also holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®).
She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate clients’ customized financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her ability to recognize tax-savings and estate planning opportunities. She has strong attention to detail, services clients with a tailored approach to meet their specific needs, and enjoys the deep relationships she has built with the families she supports.
Trish was invited to represent RBC in the 2010 Winter Olympics Torch Relay in Nanaimo, BC. She is recognized for being a strong partner within RBC and is able to easily connect clients with other aspects of their financial needs, including banking, lending, cross-border needs, and trust services.
Trish lives in Toronto with her husband, Marco, who has been (patiently) teaching her golf and the Italian language. They have twin adult daughters, Natalia and Marina, and a toy poodle, Cappi, with whom they enjoy spending family time at the cottage.
Michael has been in the investment industry for over 30 year and spent 16 of them at RBC. As a Senior Portfolio Manager & Wealth Advisor, he is part of a select group of Investment Advisors that are able to offer discretionary portfolio management services.
He is a Fellow of the Canadian Securities Institute (FCSI®), and holds the designations of Financial Management Advisor (FMA®), Professional Financial Planning (PFP®), and Chartered Investment Manager (CIM®).
Michael started out as a floor trader on the Montreal Stock Exchange where he traded stocks and options. He then became Director of Sales at a Canadian hedge fund before joining RBC in 1999. He has won the esteemed LEO Award given to the most recognized RBC employees. Michael is insurance-licensed, enabling him to incorporate simple & sophisticated estate & tax planning strategies into clients' financial plans. He is passionate about helping our clients and has a keen interest in using alternative investments – such as structured notes and hedge funds - to complement clients’ core portfolios.
Coming from a family lineage deeply involved in public service, he enjoys having interesting conversations with clients on politics and policy, particularly as it relates to the markets and economy. He leads a very healthy and active lifestyle and loves wake-surfing with his children, Ethan and Kyla, and their chocolate lab, Kleo, when up north!
Daryl graduated from Ryerson University in 2015 with a Bachelor of Commerce degree from the Ted Rogers School of Management, where he majored in Finance. He has ten years of experience listening to, understanding, and helping clients with their financial needs. Daryl holds the Certified Financial Planner (CFP®) designation, having successfully passed the CFP exam in November 2020. He also holds the designations of Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®).
Daryl is known for his dedication to excellent service, his quick response time, his warm and calm demeanor, and the wealth of financial knowledge he offers and continues to develop. He is committed to furthering his education within wealth management, while keeping up-to-date on evolving strategies and industry regulations.
As Mike and Trish’s Associate Wealth Advisor, Daryl plays a vital role in the daily servicing of clients' needs, fulfilling a variety of requests and acting as a liaison with all the Firm's various operational departments and partners within RBC. He also assists clients in gathering the information that is integral to developing their customized financial plans and investment strategies. He is especially busy during the tax season when he helps clients ensure all necessary contributions and withdrawals are made, and that they (or their accountants) receive all the information necessary for their filings.
Daryl lives in Toronto with his husband, Justin, and their dachshund, Alvaro, who they rescued from Mexico in 2017. Daryl enjoys his morning cycling routine to get him energized for the day ahead!
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