Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
COVID-19: How RBC Wealth Management is helping clients. Learn more
Andrew and his team deliver a globally competitive offering by engaging in disciplined portfolio management and advice in a transparent and straightforward manner, while focusing on delivering a world-class client experience.
The management team is well placed to connect clients with an investment advisor and will ensure you always get the very best that our global team of experts can provide. The team has an in-depth appreciation for the rapidly evolving international business environment, and the particular challenges facing RBC clients as they pursue their goals and objectives.
Reach out to us today for an introduction to an investment advisor most suited to your needs.
As the Managing Director for RBC Dominion Securities in the Caribbean, Andrew leads a team of 35 professional investment advisors and portfolio managers, who provide sophisticated solutions to international clients from our offices in the Cayman Islands, Bahamas and Barbados.
With over 20 years of industry knowledge and experience, Andrew has a strong track record backed by being a Fellow of the Canadian Securities Institute, a Chartered Investment Manager and an Accredited Director. He also holds a Bachelor of Arts from the University of Western Ontario.
Andrew is a passionate and proficient international wealth management professional, with expertise in leadership, corporate governance, business development and financial services regulation amongst other skill sets. He sits on several boards across multiple jurisdictions as Executive and Non-Executive Director.
With responsibility for all aspects of the Caribbean business, Andrew has an extensive understanding of the global wealth industry, in the daily management of both high net worth clients and a high performing team.
Assistant Branch Manager
With 20 years of proven experience in business administration, supervision, compliance, risk, and operations of international financial advisory services, Alex provides a strength of management oversight for RBC Dominion Securities Global Limited. She has been with the firm since October 2008, creating a long standing partnership with the Managing Director, to serve both the office and clients to the best of her outstanding capabilities.
Her previous roles include Senior Compliance Officer, Latin American Region and Compliance Project Manager for top four investment banks in the United States. Alex holds a Bachelor of Science in Economics from Boston University, along with an MBA (with a concentration in Finance) from Bentley College, Graduate School of Business. In addition, she holds Securities Licenses and Professional Certifications: FINRA Series 7, 9, 10 and 63 and is CAMS Certified.
In her recreational interests, Alex enjoys a variety of water and muscular strength and endurance sports, along with an avid pursuit of world travel. She is also fluent in both English and Spanish.
Lainey brings a variety of skills and investment experience to her role as Assistant Manager, having worked for the previous decade in Grand Cayman, in both a local fund directorship company and a global investment banking and management firm. Lainey holds a Bachelor of Laws (Honours) from the University of Edinburgh, Scotland and KU Leuven, Belgium and a Master of Laws from NUI Galway, Ireland.
Beginning her banking career in 2006 with the largest financial services group in Ireland, Lainey graduated from their prestigious management training programme in 2009. Her previous roles have included investor relations, global markets, corporate architecture, multinational marketing and fund administration and directorships. Lainey has excellent proficiency in offshore funds, financial services and business management.
In her spare time, Lainey enjoys contributing to the local community and is a Director of the Green Tie Charitable Association; an Officer of the Cayman Islands Kids Gaelic Football Club; prior Chairwoman of the Cayman Islands Ladies Gaelic Football Club; and a regular volunteer for the Cayman Islands charities of the Pink Ladies, Jasmine Hospice and 100 Women in Finance.
Paul is the Branch Officer and Service Desk Investment Advisor, focused on building cost effective portfolios and providing prudent investment advice. With more than 12 years of experience in the industry, Paul demonstrates a clear passion for educating clients on the benefits of investing in helping them to achieve their financial goals.
Paul joined the RBC Dominion Securities team in 2014, and today, is primarily responsible for building cost-effective diversified portfolios for clients to begin their investment journeys and providing project and efficiency support to three branches. He is known among clients for his quick turnaround time and clarity and transparency around their investments.
A firm believer in ongoing education, Paul has earned the advanced industry designations of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).