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Senior Portfolio Manager
Dan leverages over 20 years of experience to provide a balanced perspective on today’s complex financial markets. As a Senior Portfolio Manager, Dan works with busy entrepreneurs and a select group of executives and professionals, helping them realize their full financial potential.
Prior to RBC Dominion Securities, Dan led a team of analysts in risk management and business analysis at TD Bank Financial Group. In addition, he holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals and the Chartered Financial Analyst (CFA) designation from the CFA Institute.
Dan is originally from British Columbia, where he earned a Bachelor of Commerce in Finance and Economics. Outside of work, Dan enjoys quality time with his wife, and two growing boys. In the winter, he enjoys snowboarding; in the summer, he loves spending time up north on Georgian Bay.
Associate
With over 11 years of experience, Gabino has a deep understanding of the unique needs of high-net-worth clients. Gabino was previously part of a high-performance team at RBC Private Banking, before joining Sexsmith Private Wealth as an Associate Advisor.
Gabino is devoted to lifelong learning and is currently a CFA Level III candidate, working toward his CFA designation. He also holds a Bachelor of Science in Accounting, Finance, and Supply Chain Management with a minor in Economics from Indiana University in Indianapolis.
In his free time, Gabino enjoys music, especially live performances, exploring new cities, fitness, and cooking.
Associate Investment Advisor
Andy joined RBC Dominion Securities in 2019. From the start, clients have appreciated his exceptional commitment to service.
Andy obtained his CIM (Chartered Investment Manager) designation in 2023 and is currently a CFA Level II candidate, working toward his CFA designation.
He also holds a Bachelor of Life Science with a double major in Biotechnology and Nutritional Science from the University of Toronto. A sports enthusiast, Andy enjoys playing badminton, golf, basketball, and volleyball.
