As an Investment Counsellor with RBC PH&N Investment Counsel, Russell provides customized discretionary investment management services to individuals, families, businesses, trusts and foundations.
Working exclusively with a select number of clients allows Russell to develop genuine relationships with each of them and earn the trust required to actively manage their portfolios. He takes time to truly understand his clients’ unique goals, objectives and constraints so he can develop a personal investment strategy and comprehensive wealth plan that is tailored to their needs. In addition to working closely with his clients existing professional advisors, Russell draws upon an in-house team of tax, estate, business transition and wealth transfer specialists to ensure he delivers clients an integrated wealth management experience.
Prior to joining RBC PH&N Investment Counsel, Russell held several senior roles within RBC including Vice President, Commercial Financial Services and Director, Commercial Real Estate, both based in Vancouver. He has also held positions within RBC Capital Markets in Corporate and Investment Banking based in New York. Having worked extensively with business owners, Russell is particularly adept in understanding his entrepreneurial clients’ wealth management and financial planning needs.
Russell graduated from Simon Fraser University with a Bachelor’s Degree in Business Administration (Finance & International Business) and is a Chartered Financial Analyst (CFA) Charterholder. He is a member of the CFA Institute, CFA Vancouver, past member of the New York Society of Security Analysts, and serves as a Board Director of the Vancouver Symphony Orchestra.
A strong believer in community, Russell is actively involved in the not-for-profit sector, regularly mentors university students and has helped raise funds for the BC Children’s Hospital and the United Way. Originally from Vancouver Island, Russell resides in West Vancouver with his wife and two children.
