Together with his team, Cole delivers personalized wealth plans and an institutional approach to portfolio management, backed by the strength and expertise of RBC. He is committed to providing select individuals and families in Dufferin County, and the surrounding areas, with a coordinated wealth management service, connecting each piece of their financial lives to help them reach their goals. This includes retirement and tax planning to estate structuring, next-generation succession planning, liquidity event management, and more.
Before joining RBC Dominion Securities, Cole spent nearly a decade in the investment management business, consulting with some of the top wealth management teams in North America on asset allocation and portfolio construction. Reflecting on this experience provided the inspiration to build a practice based on an integrated approach to wealth management in the relentless pursuit of high-quality outcomes for his clients.
Away from work, Cole enjoys spending time with his wife, Montana, and their dog, Rigby, exploring their Orangeville community. When the snow flies, you’ll find them skiing in Collingwood and playing golf, tennis, and cycling throughout Dufferin in the warmer months. Committed to giving back, Cole volunteers as a member of the Finance and Investment Committee of the Headwaters Health Care Foundation, and as a sitting member of the Fund Development Committee for the Dufferin Community Foundation.
A graduate of Queen’s University, Cole holds a Bachelor of Commerce from the Smith School of Business. He has also earned the Chartered Investment Manager (CIM) designation, and has completed several courses at the Canadian Securities Institute, including the Certificate in Advanced Financial Advice.
