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Portfolio Manager & Wealth Advisor
I have spent more than three decades in the financial services industry. Since 1993, I have been a Portfolio Manager and Wealth Advisor with RBC Dominion Securities, working with my team to help high-net-worth families achieve peace of mind by carefully managing their wealth. The very best part of my job is building lasting relationships with clients and helping ensure their families are taken care of, their wealth is protected, and in the event of the unexpected, we have everything in place for the best possible outcome.
Our team members all believe in the same ethical standard of treating our clients like we treat our own families, going above and beyond to take care of client needs and requests.
My education and extensive industry experience allows me to apply a high level of solution-oriented knowledge to complex client needs and situations. I obtained my Chartered Professional Accountant / Chartered Accountant (CPA, CA) designation in 1992, then earned the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Portfolio Manager designations. I also hold university degrees in Business (Accounting) and Arts (Economics). I have been active in the community, serving on several charitable and private foundation boards, volunteering in the community with coaching, organizing, and making sure we are active donors to causes that help those in need.
Outside of work, I love spending time with my wife, Shanna, our daughter, Olivia, our son, Mackay, and our dog, Nyah. Shanna and I are proud of their achievements and the responsible and kind people they’ve become. Now that the kids have grown up, we have more time for travel, golf, enjoying the family cottage, and various other sports.
Fun fact: In my youth, my favourite pastime was waterskiing barefoot, but as I have gotten older, it’s turned into pickleball. It's not quite as exciting but fun, nonetheless.
Favourite destination: Anywhere near the ocean!
Associate Wealth Advisor
I began my career in the financial services industry in 1991 and joined Curtis at RBC Dominion Securities in 1997. As an Associate Wealth Advisor, I coordinate each client’s wealth planning experience and ensure their long-term financial strategies are on track toward success.
To better serve our clients, I’ve completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and obtained my Chartered Investment Manager (CIM) designation from the Canadian Securities Institute. I also graduated from the University of Saskatchewan with a Bachelor of Arts in Psychology.
My spouse, Ian, and I have two very entertaining pets: our dog, Meissa, and our cat, Oliver. With Meissa in tow, we enjoy hiking, camping, and snowshoeing. I also serve on the Board of Directors for the Ness Creek Cultural and Recreation Society.
Fun fact: I once took a surfing lesson led by firefighters in Hawaii.
Favourite destination: Ian and I love travelling. We enjoyed a camping tour of B.C. in 2022 and a Mediterranean cruise in 2015. New Zealand is our next bucket list destination.
Associate Investment Advisor
I have two decades of experience in financial services and joined Bell Private Wealth Management in 2005. Focused on ensuring our clients are on track toward achieving their goals, I work with the team on portfolio management and proactive estate and retirement planning.
To strengthen my skills as an Associate Investment Advisor, I’ve completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME) from the Canadian Securities Institute. I hold a Bachelor of Commerce in Marketing and Human Resources from the University of Saskatchewan.
Outside of work, I spend quality time with my spouse, Bert, and our son, Lucas, who loves playing hockey and soccer. Besides being a hockey mom, I enjoy gardening, cooking, and staying active.
Fun fact: I come from a large, loud, musical family, and gatherings feature my father playing his accordion!
Favourite destination: Travel has opened my eyes and mind and provided me with invaluable experiences. One of my favourite places we have visited is Croatia; it is truly breathtaking.
I’ve been part of Curtis’ team since 2015. As an Associate Investment Advisor, I work alongside Curtis and our clients’ other wealth and estate professionals to ensure each client’s wealth management needs are met. I also manage our discretionary program and serve as a team resource for many wealth planning solutions.
I graduated from the University of Saskatchewan with a Bachelor of Commerce in Finance. To expand my ability to help clients on their financial journey, I’ve completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and achieved my Chartered Investment Management (CIM) designation from the Canadian Securities Institute.
My husband, Brad, and I have three amazing, caring, and intelligent children: Zuri, Khalea, and Laydin. These three never cease to amaze us with their passion for learning, helping, and love of life. We enjoy creating memories together, from camping to game nights. As a family, we are always up for challenges and adventures.
Fun fact: I am a competitor by nature. Whether it’s for a prize, bragging rights, or a personal goal, I am all in.
Favourite destination: Home sweet home!
My career with RBC Dominion Securities started in 2017, specializing in full-service, broker-assisted trading, and I joined Curtis’ team in 2022. As an Associate Investment Advisor, I support our team with portfolio management and investment analysis while providing exceptional client service.
I have achieved the Chartered Investment Manager (CIM) designation, as well as the Certification in Derivative Market Strategies (DMS) and have completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute. I graduated from the University of Saskatchewan with great distinction and earned a Bachelor of Commerce in Finance.
Outside of work, I spend quality time with my girlfriend, Apeksha, and I enjoy rock climbing, weight training, reading, and live music.
Fun fact: I’m a watch enthusiast and love horology. When you come in for a meeting, wear your favourite timepiece!
Favourite destination: I’ve backpacked around many areas of Central America, South America, and Southeast Asia, but my favorite place is still our family cabin at Candle Lake.
Associate
I have a decade of experience in the financial services industry and joined RBC Wealth Management as an Associate on Curtis’ team in 2021. No two days are alike for me, as I help our clients and all team members in many ways. Clients say they appreciate my friendly attitude and prompt service.
Dedicated to ongoing learning, I’ve completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute. I also hold a Bachelor of Commerce in Management from the University of Saskatchewan.
My spouse, Toni, and I have a growing fur family with two dogs, Bell and Angus, and four horses, Ruger, Otto, Jug, and Calypso. In my spare time, I stay active with CrossFit training and going on trail rides with the horses. I also enjoy golfing, fishing, and hunting.
Fun fact: I have a very strong competitive side, which I get from my mom.
Favourite destination: Good Spirit Lake — a rainy day at the lake is better than a sunny day in the office.
