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Senior Portfolio Manager & Wealth Advisor
Backed by 31+ years of experience with RBC Dominion Securities, Bill is committed to helping clients secure their financial future. A big believer in education and professional development, Bill received his Honours Business Administration degree from the Richard Ivey School of Business at the University of Western Ontario in 1981, and received his Chartered Professional Accountant designation in 1983.
Associate Wealth & Investment Advisor
Cameron works closely with clients to provide market updates, security analysis, portfolio reviews, investment policy statements, trade execution, company-specific research information and financial planning. Cameron is a Chartered Financial Analyst (CFA) holder and an Honours graduate of the University of British Columbia.
Associate Advisor
Julie has worked with Bill for 25 years. In her current role, she draws on her considerable organizational skills to support Bill and the team. She has earned the designations of Chartered Investment Manager (CIM), and has a Bachelor of Commerce from York University.
Associate
Backed by 18 years of experience in the investment industry – 10 of those years with RBC Dominion Securities – Nicole is an invaluable member of our team. Clients and colleagues alike appreciated her depth of knowledge, attention to detail and commitment to client service. Nicole holds a Bachelor of Arts degree from Manitoba’s Providence College.
Associate Wealth Advisor
Before joining our team, Callum was in the rotational program at RBC Dominion Securities for two years, where he worked with the Portfolio Advisory Group (Equities), Fixed Income and the Financial Planning Group. He joined RBC Dominion Securities in 2017 after completing his Bachelor of Commerce degree at the University of Guelph Lang School of Business. Callum has earned his Chartered Investment Manager (CIM).
Ellis has been with RBC Dominion Securities since 2020 and is a licensed Investment Representative. Ellis has a undergraduate degree in Design Studies from Hong Kong Polytechnic University.
