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As a multigenerational team with diverse personal and professional backgrounds, we are deeply united in one particular way: our sense of responsibility to our clients. Our respective careers have each been inspired and defined by that common thread, and our team is committed to the values of honesty, integrity, and trust as the basis of every client relationship.
Senior Portfolio Manager
With his unique financial services background and over 25 years of experience at RBC Dominion Securities, Bryan is passionate about uncovering simple ways to add value to our clients’ lives. As senior portfolio manager, he co-leads our team’s portfolio management approach and ensures all expert recommendations are aligned with our clients’ tailored financial plans.
A graduate of the University of Guelph, Bryan started his financial services career in equity trading at another leading financial institution. Recognizing his deep passion for people, he made the move to investment management in order to have a direct, positive impact on their financial futures. Over the course of his career, Bryan has held various management positions and built a reputation as a trusted and knowledgeable advisor, earning him the Fellow of the Canadian Securities Institute (FCSI) credential.
Outside of work Bryan stays active playing hockey and other sports. He also enjoys working and spending time with family at his farm in Huron County.
Senior Portfolio Manager & Investment Advisor
The most recent addition to our team, Mark brings with him over 30 years of experience as a leading investment advisor at another Canadian firm. As co-lead with Bryan, Mark aims to help secure the financial lives of our clients for generations to come, and looks forward to building strong relationships with long-standing and new clients alike.
After graduating from the University of Western Ontario, Mark worked as a chartered accountant prior to building his wealth management practice, and came to realize his love of working directly with clients to help improve their financial lives. Today, with a focus on tax efficient income planning and portfolio construction, Mark prides himself on turning financial complexities into simple, actionable strategies to preserve and enhance the wealth of those he serves.
Outside of work, Mark enjoys spending time with his wife and family, traveling, golfing, and playing squash.
Associate Portfolio Manager
Graham is an experienced Associate Portfolio Manager with nearly a decade of financial services experience at RBC Dominion Securities. As co-lead, Graham touches all aspects of the business, from supporting Bryan and Mark with investment selection through in-depth market research to building comprehensive financial plans that reflect our clients’ various needs.
A graduate of Boston University with a degree in international relations and economics, Graham began his professional career as part of a large global consumer packaged goods company, holding various account management positions. Dedicated to professional growth, he has also earned the coveted Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.
Outside of the office, Graham enjoys spending time with his growing family, playing squash, and golfing.
Associate Investment Advisor
As an associate investment advisor with nearly two decades’ worth of experience in the financial services industry, Emma is well-equipped to support our team in a variety of important ways. Day to day, she expertly monitors all client portfolios to ensure they’re aligned to the investment policy statements, and coordinates the financial, estate, and insurance consultations with our extended team.
A graduate of Western University with a Bachelor of Arts degree in political science, Emma began her professional career at another leading financial institution before joining RBC Dominion Securities in 2006. A passionate people person, Emma truly values the strong relationships with clients that she’s been fortunate enough to build, and is respected for her sincerity and genuine care.
Emma lives with her partner, two children, and two dogs in Ingersoll, Ontario. In her spare time, she enjoys taking her kids to their baseball, race car, and competitive cheer events, as well as gardening and going to concerts.
Associate Advisor
Michaela joins our team with over a decade of experience at another leading financial institution, where she worked closely with Mark and his clients for the last 6 years. As an associate investment advisor, Michaela is skilled in monitoring portfolios to ensure they empower our clients to meet their unique needs, and enjoys coordinating with our wealth management partners to ensure no stone is left unturned.
Michaela and her husband Troy live on a farm in Arva. When not at work, Michaela enjoys snowmobiling, hiking, and spending time with her growing family.
Associate
Beth joined our team in 2019, bringing with her over a decade of experience in the financial services industry. Leveraging the knowledge that she has gained from her previous roles at other leading financial institutions, Beth efficiently and effectively handles a wide range of important functions for our team including fielding client requests, booking meetings, and coordinating all administrative duties. As our client care specialist, she delights in helping our clients solve financial puzzles and simplify the complexity of their lives.
Beth earned a Bachelor of Arts (Honours) degree from the University of Toronto. She has also completed the Canadian Securities Course (CSC) from the Canadian Securities Institute, and is deeply committed to professional development and education.
Outside of the office, Beth and her husband, Chris, spend much of their free time taking their kids to their extracurricular activities, listening to live music, and staying active. Beth is also a proud and committed spin instructor at her local gym, motivating others to prioritize their health.
Let our team remove financial complexity and provide true peace of mind.
