With over 15 years of experience at RBC, I’ve built a career dedicated to guiding individuals, families, and businesses toward financial clarity and success. Starting in finance in 2008, I progressed through leadership, operations, and commercial banking roles before transitioning to Wealth Management in 2017. Today, I proudly lead my Wealth Management practice at RBC Dominion Securities, serving as a trusted financial steward for clients.
My approach is centered on understanding the unique needs and goals of each client—whether they are CEOs, founders, business owners, professionals, or established families. By leveraging my comprehensive experience and deep industry expertise, I provide tailored advice that simplifies complex financial landscapes and unlocks opportunities.
What sets me apart:
Holistic Financial Stewardship: I provide guidance on every aspect of my clients’ financial picture, aligning long-term goals with strategic planning.
Tailored Investment Solutions: I design and refine customized portfolios that balance return, risk, and cash-flow objectives.
Integrated Wealth Strategies: I offer in-house expertise in estate planning, tax minimization, and risk management to secure and grow wealth.
Collaborative Approach: I work seamlessly with accountants, lawyers, and other key professionals to deliver a cohesive, world-class experience.
Expansive Professional Network: As a connector, I leverage a vast network within RBC and beyond to help clients access the best resources and opportunities.
My mission is to provide a level of service that not only meets expectations but exceeds them—empowering my clients to focus on what matters most, knowing their wealth is in expert hands.
Brian has a B.Comm and MBA from Toronto Metropolitan University, holds the PFP financial planning professional designation and is a licensed investment advisor with the Canadian Investment Regulatory Organization (CIRO).
