Bryan Snelson, CIM

Vice-President, Associate Portfolio Manager & Investment Advisor

416-231-5654 | Email me
1-888-817-9777 | 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

416-231-6648 | 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.