Our team

With more than 13 years of experience in the financial services industry, Claudia brings deep knowledge and expertise to providing comprehensive wealth management for individuals, families, and businesses. She is committed to building long-term relationships with clients and enjoys getting to know them personally while guiding them through important financial decisions.

Prior to joining RBC Dominion Securities, Claudia was with BMO Nesbitt Burns, where she held progressive roles, strengthened her client service skills, and developed her ability to understand clients’ needs and goals thoroughly.

With a strong belief that a solid financial plan is the heart of successful wealth management, she draws on her education and wealth of experience to provide the ideal solutions and advice for her clients. Known for her professionalism, empathy, and attention to detail, Claudia consistently strives to elevate each client’s experience.

Along with her Bachelor of Business Administration, Claudia has acquired the Certified Financial Planner (CFP) designation and Chartered Investment Manager (CIM) designation and is life-licensed to enhance her professional service offering.

Outside of the office, Claudia spends quality time with her partner, Dan, and their incredible boy, Ross. She enjoys the outdoors and takes every opportunity to explore the North Shore Mountains.