Dante provides comprehensive discretionary investment management and wealth management services to help successful individuals and their families navigate financial complexity and make informed decisions to grow and preserve their wealth.
He works with a select group of clients, allowing him to develop long-standing relationships and a deep understanding of each family’s unique financial circumstances, risk tolerance, and long-term objectives. Dante collaborates closely with his clients’ external advisors and is supported by a team of RBC professionals specializing in tax, estate and financial planning, ensuring a fully integrated wealth management experience.
With nearly two decades of experience, Dante brings extensive expertise in market analysis, portfolio construction, asset allocation and risk management. He employs both traditional and alternative investment strategies to design resilient portfolios aligned with each client’s objectives.
Prior to joining RBC PH&N IC, Dante worked at Caisse de Dépôt et Placement du Québec, where he was a key contributor to the Asset Allocation team, gaining valuable experience in institutional portfolio management and investment research. In this role, he developed a deep understanding of global markets and multi-asset investment strategies, which continues to inform his approach to managing client portfolios today.
Dante holds a Bachelor of Commerce degree with a major in Finance from McGill University. He is both a certified Financial Risk Manager (FRM) and Chartered Financial Analyst (CFA). Outside of work, Dante values time spent with his wife and two children and maintains a regular swimming routine, combining fitness with moments of quiet reflection.
