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Senior Portfolio Manager & Investment Advisor
Bryan has been managing portfolios for individuals, corporations, and not-for-profit corporations for over 25 years. He helps clients protect and grow the wealth they have accumulated over a lifetime of hard work and sacrifice. His clients appreciate his transparency, intellectual curiosity, and ability to navigate complex financial situations.
Bryan is the financial commentator for the Toronto radio station JAZZ FM91.1. An accomplished writer, he co-authored two books with Dr. Michael Graham: Portfolio First Aid, a national bestseller, and Financial First Aid for Canadian Investors. He has also written numerous articles for regional and national publications. Bryan has been a frequent guest on CBC News, BNN and CP24. An industry veteran, he also holds the Chartered Investment Manager (CIM) designation.
Bryan works closely with a dedicated team of in-house professionals in accounting, law, insurance, private banking, and financial planning to ensure his clients receive a highly comprehensive and seamless wealth management service.
Associate
Angelic has more than a decade of financial industry experience, with a background in wealth management and retail banking. This dual experience gives Angelic the scope to help the team bring together the full range of RBC's resources for the benefit of our clients.
With a focus on helping clients gain a clearer picture of their financial lives, Angelic manages the operational aspects of our advisory practice. As a licensed Associate, she handles day-to-day client management, trading activities, review preparation, and responding to client inquiries. She liaises with our wealth management partners, delivers excellent client service, and provides timely, professional support.
Angelic complements her commitment, enthusiasm, and experience with industry coursework, including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH).
Active in the community, Angelic volunteers for several organizations and events, including Samaritan’s Purse Canada’s Operation Christmas Child and RBC Race for the Kids for Sunnybrook Hospital Foundation.
Associate Investment Advisor
Olivvya has been with the firm for more than five years. She plays an important role in our team’s ability to develop comprehensive wealth management solutions for clients.
Focused on helping clients navigate their complex financial landscapes, Olivvya builds meaningful connections through thoughtful communication and personalized service. Olivvya is also actively involved in the financial planning process and assists with portfolio management and rebalancing responsibilities.
To better serve clients, she has completed the Wealth Management Essentials (WME), Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). The successful completion of these courses enables Olivvya to be licensed to provide recommendations and help clients understand their investment strategies.
Colleagues and clients alike appreciate Olivvya’s care and compassion, attention to detail, and approachable manner.
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