RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Senior Portfolio Manager and Wealth Advisor
As a Senior Portfolio Manager at RBC Dominion Securities, David has more than 30 years of experience in the financial industry. Together with his team, he helps a wide range of investors, families, and businesses design smart wealth strategies to achieve their long-term goals.
Born and raised in Vancouver, David holds a Bachelor of Business Administration with a concentration in Finance and Accounting from Simon Fraser University. He first joined RBC in 1988 as a Corporate Account Manager at RBC Royal Bank. In that role, he worked closely with corporate clients to provide advice and analysis in developing both lending and investment strategies.
In 1995, David moved from the bank to RBC Dominion Securities, and since then, he and his team have created personalized and optimized investment strategies for their clients. A firm believer in ongoing professional development to provide more all-encompassing support, David has obtained his license to trade options and a Level II Insurance license.
David lives in Anmore with his wife and four children, where he is an active member of various charities. He is also an accomplished marathoner and has competed in many triathlons, including the Ironman World Championship in Hawaii.
Senior Investment Advisor
As a Senior Investment Advisor with RBC Dominion Securities, Andrew has more than 35 years of experience in the legal and financial advisory professions. Located in Vancouver Royal Centre, Andrew’s practice encompasses all facets of financial counsel and portfolio management, with an emphasis on discretionary managed portfolios, fixed income and alternative investments. Andrew is a trusted advisor for companies, not-for-profit organizations, foundations and high-net-worth individuals and families. He works closely with his clients and their accountants, lawyers and bankers to ensure an integrated and comprehensive approach to wealth management. Prior to joining RBC Dominion Securities, Andrew practiced law with a leading international firm as a commercial solicitor representing lenders and borrowers on debt structuring, syndications and related transactions. Andrew is married with three children and is an active member of his church, St. John’s Anglican (Vancouver). He has worked with and served on various Charitable Boards and sub-committees and involved with various charities (both nationally and internationally), an avid golfer, enthusiastic traveler and aspiring surfer.
Associate Investment Advisor
Dax is an Associate Investment Advisor with RBC Dominion Securities who focuses on listening to and advising clients in a way that honours them. He holds a Bachelor of Commerce from Royal Roads University and a diploma in Accounting from the University of British Columbia. If you have any questions about the wealth management services our team can provide, please feel free to contact Dax.
He and his wife, Allison, have two wonderful girls, Hazel and Esme, and reside in Vancouver.
Senior Associate
Erin provides clients with comprehensive support in all aspects related to both Account and Investment Portfolio Management. With an extensive background with both Private Banking and Investment Firms she has an in-depth knowledge of financial management, banking protocol, compliance, administration and operations. As the first point of contact for many issues her primary focus is as a Client Service Coordinator ensuring efficient and timely service and counsel.
Erin holds a BA (University of Toronto), Canadian Securities Course and has been a licensed Associate since 2005. As a dedicated volunteer with Pacific Assistance Dogs, Erin can often be found exploring Vancouver and points beyond with a Service Dog in Training at her side.
Associate Advisor
Jordan grew up in Vancouver and joined RBC Dominion Securities in 2021. Prior to that, he worked at RBC Private Banking, assisting in servicing and developing strong relationships with high-net-worth individuals and families. Jordan holds a Bachelor of Business Administration (Honours) from Simon Fraser University with majors in Finance and Management Information Systems. Passionate about learning, he has completed the CSC, CPH and WME courses from the Canadian Securities Institute and is currently a Level III candidate in the CFA program.
In his spare time, Jordan plays adult recreational ice hockey and enjoys camping, hiking, and catching up with friends.
Assistant
Lauren joined RBC Dominion Securities in 2013 and is involved in our team’s administrative and account management matters. Please feel free to contact her directly regarding your statements, account documentation, and online account access. She is currently continuing her education at Capilano University, working towards a Bachelor of Business Administration.
Outside of work, Lauren enjoys playing soccer, running the Stanley Park seawall, and visiting family on the Sunshine Coast.
Client Experience Coordinator
Sarah is new to the financial industry but has experience as an entrepreneur, running her own business in the entertainment field for the past five years. Excited to be part of our team, she looks forward to providing our clients with the highest possible level of service. Sarah is responsible for ensuring processes run smoothly, supporting clients with answers to their questions, and elevating their experience wherever possible.
Clients and colleagues alike appreciate Sarah’s genuine level of care, friendly, approachable manner, and lively sense of humour.
