Our Team

Tricia began her career with RBC Dominion Securities in 1999 as an Associate in the downtown Vancouver office. She completed various courses through the Canadian Securities Institute to obtain her Financial Management Advisor (FMA) designation. In 2013 Tricia took a role closer to home and joined Dave’s team.

As an Associate Advisor, Tricia works closely with Dave reviewing client portfolios, executing trades and coordinating our Financial and Estate Planning work. She communicates with our client’s accountants, lawyers and other key advisors in order to provide the highest level of service and further simplify the planning and successful execution of each client’s wealth strategy.

Happily married with 2 teenaged sons, Tricia enjoys the outdoors, camping, and travel. On most mornings you can find her in her outdoor living room enjoying a cup of coffee and appreciating the peace and quiet before the awakening of ‘the boys’. One of her favorite things to do is sit by a backyard fire laughing with friends and family.