Bryan Snelson, CIM

Vice-President, Associate Portfolio Manager & Investment Advisor

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

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 licensed Associate Advisor and Certified Financial Planner, and is responsible for providing in depth financial planning and client service support as part of our comprehensive wealth management services. 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. Clarke has been with RBC Dominion Securities since 2014, working as a summer student, and joined us full time in 2016.

Bindiya Surnam

Administrative Assistant

905-277-6000 | Email me

Bindiya is responsible for all of the operational / administrative aspects of our wealth management practice. Bindiya graduated from the University of Mauritius where she obtained her Bachelor of Science in Financial Management. Prior to joining our team Bindiya worked as an Administrative Assistant with an established wealth management team in the Red Deer, Alberta branch of RBC Dominion Securities. In addition to her experience with RBC Dominion Securities Bindiya has an extensive background in banking and is fluent in English, French and Hindi.