Committed and Specialized Professionals For You

Our experienced team has specialized roles and expertise as well as established relationships with other professional advisors. As a result, Davidson Professional Wealth Managements clients have access to a variety of expert individuals who can be integrated seamlessly into our process, providing a complete and well-rounded service to our clients.

RBC Dominion Securities is Canada's largest and most well respected investment firm. As a member of RBC, we have access to the largest support network available to Canadians for managing their wealth.

The principal DPWM team members are:

Brad Davidson, CIM, CFP®

Vice-President & Portfolio Manager

519-747-1889 | Email me
519-747-1808

Brad joined RBC Dominion Securities as an Investment Advisor in 1995. Since then, he has built a practice serving the investment and wealth management needs of high net worth families and individuals across Canada.

He holds advanced designations in the areas of portfolio management (Canadian Investment Manager) and financial planning (Certified Financial Planner) that provide him with the expertise to deliver a comprehensive service to his clients.

In addition, Brad holds the designation of Portfolio Manager allowing him to offer investment management services on a discretionary basis. This allows clients to delegate the day-to-day details of portfolio management and is a valuable option for investors who want minimal involvement in managing their investments.

Chris Emms, CFP®,CIM,FMA

Associate Advisor & Financial Planner

519-747-1349 | Email me

Chris is a graduate of The University of Western Ontario where he earned a Bachelor's degree in Economics and in addition to that holds the Canadian Investment Manager designation, Financial Management Advisor designation (FMA) and Certified Financial Planner designation, having received President's List Honours for placing third in Canada for the CFP exam. He has 11 years of experience in the securities industry having worked for National Bank Financial and BMO Nesbitt-Burns where he began building his own investment advisory practice with a focus on serving the wealth management needs of medical and dental professionals.

Chris is DPWM's resident expert in structured and managed investments, overseas equity, Individual Pension Plans as well as managing and coordinating marketing and business-building activities. He is also involved in quarterly portfolio reviews and on-going client communication.

Chris is married to April and has two children, Gabriel and Summer. They live in Stratford where April works as a high school principal. He enjoys squash as a member of the Stratford Country Club as well as golf, tennis and spending time at the family cottage in Southampton.

Clare Brennan, PFP,B.Comm.

Associate Advisor

519-747-3152 | Email me

Clare spent the past 26 years helping businesses grow their revenues through their print and online advertising campaigns. She helped businesses to flourish over the years and developed longstanding relationships that grew into wonderful friendships. Clare brings a strong personal touch to dealing with her clients. Having spent many years herself as a consumer of investment advice she understands that the world of investment management, tax rules and financial projections can be quite daunting.

Clare holds a Bachelor of Commerce Degree from McMaster University, a Personal Financial Planning designation, and is insurance licensed. Her goal is to build long-term relationships with her clients and to be instrumental in them achieving significant financial goals.

Taylor Iutzi, CIM

Associate

519-747-1667 | Email me

Taylor joined the DPWM team in June of 2014 after graduating from the business administration management program at Conestoga College. For years Taylor has been enthralled by economics, behavioural finance and investment psychology. His ambition and genuine passion for furthering his investment knowledge is a considerable asset.

Taylor spends much of his time reading research publications and staying in tune with the latest industry trends. He assists with portfolio management and data analytics while working on the implementation and maintenance of client investments. Taylor is learning and applying the principles of technical, fundamental and quantitative research in order to support portfolio management decisions. While his role is largely research based Taylor also helps actively promote the services of DPWM in the community, organizes events and seminars alongside his teammates, and aims to educate others about the DPWM wealth management philosophy.

When he's not at work, Taylor is busy studying and pursuing multiple designations to broaden his knowledge and diversify the services DPWM can offer our clients. Taylor also enjoys reading, playing piano, sports, and spending valuable time with his friends and family.

Laura Schmitt

Associate

519-747-0939 | Email me

Laura joined the Davidson Professional Wealth Management Team in 2016. Dedicated to providing excellent client service and support, Laura also provides administrative support to her team and client portfolios.

Laura is in her 20th year in the financial service services industry and a graduate of Wilfrid Laurier. She is happily married with three children and resides in Elmira

Drawing from a vast network of professionals such as lawyers, accountants, economists, investment strategists and analysts, you can be assured your money is well managed. You can confidently expect our high level of service and ability to navigate through complex situations as your net worth evolves.

Success is the sum of small efforts, repeated day in and day out.
-Robert Collier