Bryan Snelson, CIM

Investment Advisor, Vice President, Associate Portfolio Manager

905-615-5936 | Email me
1-800-323-6645 | Connect

Bryan has been managing portfolios for individuals and not for profit corporations for over 25 years and is a holder of the Chartered Investment Manager designation.

Since 1999 Bryan has been the financial commentator for the Toronto radio station JAZZ FM91. In 2005 he co –authored the national best - selling book Portfolio First Aid. Bryan’s second book, also co – authored with Dr. Graham, Financial First Aid for Canadian Investors was published in 2009. He has written numerous articles for both regional and national publications and has been a frequent guest on CBC News, BNN and CP24.

Bryan works closely with a dedicated team of in house professionals in the fields of accounting, law, insurance, private banking and financial planning to ensure that his clients receive a highly comprehensive and seamless wealth management service.   

Clarke White, CFP

Associate Advisor

905-277-1822 | Email me

Clarke is a graduate from The Goodman School of Business at Brock University and holds a Bachelor of Business Administration, with a concentration in finance.  He is a licensed Associate Advisor and Certified Financial Planner, and is responsible for all aspects of client service and administrative functions, and can execute security trades on behalf of our clients. Clarke has been with RBC Dominion Securities since 2014, working as a summer student for two years, and joined us full time in 2016.