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Investment Advisor
David embarked on his journey with RBC Dominion Securities in 2011 as an Investment Advisor, bringing a wealth of knowledge and a client-centric approach to wealth management. His ability to build client relationships and enhance their wealth has been recognized by colleagues and management throughout his career.
His wealth of experience prior to joining RBC includes skills honed over the years as a tax attorney, small business owner, real estate investor, newspaper columnist, and philanthropist. In his current role, David combines his diverse background with the strength and resources of RBC, offering a full range of financial services, including insurance, investment advice, retirement planning, and estate and tax planning strategies.
A believer in continuing education, David has completed the Wealth Management Essentials course and obtained his Certificate in Derivative Market Strategies through the Canadian Securities Institute. He also holds a joint Honours Bachelor of Arts in Economics and Political Science from Carleton University, a Master of Business Administration, and both civil law (BCL) and common law (LLB) degrees from McGill University.
Outside of work, David strongly believes in giving back to the community. He has served in leadership positions for several community organizations, including the Nellie Philanthropy Foundation, Federation CJA, the Jewish Community Foundation, and Hockey Sans Frontières, among many others.
Associate Wealth Advisor
Since graduating in 2017, Lizzie has carved out a meaningful niche in the financial industry, beginning her journey as an Investment Specialist with RBC Direct Investing. There, she became a trusted guide for self-directed investors, using her expertise to enhance financial literacy and empower clients to navigate their financial journeys with confidence.
With a Bachelor’s in Commerce and certifications as a licensed trader in Equity, Fixed Income, and Options (CSC, CPH, DFOL), Lizzie excels at translating complex financial concepts into relatable advice. Now as an Associate Wealth Advisor at RBC Dominion Securities, she collaborates closely with partners to develop and implement tailored wealth management strategies, ensuring that each client receives an exceptional level of service.
In her role, Lizzie is dedicated to maintaining a deep understanding of client accounts, overseeing daily transactions, and addressing inquiries with care. She also supports her team of Investment Advisors in areas such as financial planning, projection analysis, trade execution, and tax minimization strategies.
Outside of work, Lizzie finds joy in exploring the great outdoors through hiking and biking, playing squash, and cooking up new recipes. Traveling fuels her passion for learning and broadening her perspectives, further enriching her approach to wealth management.
