Jeremy began his career in the investment and financial services industry with RBC Royal Bank in 2018, before joining RBC PH&N Investment Counsel in 2020. A graduate of the University of Victoria with a Bachelor of Arts in Economics, Jeremy has recently completed all levels and is now a CFA charterholder.
Serving as an Associate Investment Counsellor, Jeremy works closely with clients to develop personalized investment strategies and financial plans aligned with their long-term goals. He brings a strong foundation in portfolio implementation, wealth planning, and investment policy statement development. Known for his meticulous attention to detail and client-first mindset, Jeremy is a trusted advisor and a valuable member of the team.
In his free time, Jeremy enjoys spending quality time with family and friends, and staying active by running, hiking and cycling.