Dennis has over 25 years of experience in financial planning and advisory roles in the financial industry. His role on the team focuses on the development and implementation of a comprehensive financial plan for clients, specializing with creating and implementing strategies for entrepreneurs who are transitioning out of their business. He uses a disciplined analysis and planning process, working with client’s accountants and other professionals to build a cohesive strategy that addresses clients goals taking into account their unique attributes and family dynamics.
Dennis also leverages our highly accredited group of internal specialists from wills and estates lawyers, to business owner planners, to help clients navigate the complexity that comes from owning a successful business as well as for clients who have complex family planning needs.
Dennis is a graduate of the University of British Columbia, with a Major in Economics. He has also has achieved the Chartered Investment Manager (CIM) designation, and has been a Certified Financial Planner (CFP) for over 25 years. He has been licensed as a Portfolio Manager since 2006, and is now recognized as a Senior Portfolio Manager for RBC Wealth Management.
Dennis has been married to his wife Wendy for over 30 years, and has two daughters, Alison and Megan who work in finance and marketing respectively, at major corporations in Canada. The family enjoys travelling and taking “food safaris” sampling unique and interesting dishes around the world. Dennis is an avid, bordering on obsessive, golfer, despite his limited skill, and also enjoys playing ice hockey. In his spare time, Dennis can be found in his kitchen, experimenting with new dinner recipes on his family.