Doug has been in the financial services industry since 1989. He brings a wealth of experience to helping his clients’ wealth management needs.
Doug’s practice has always focused on helping clients grow their wealth through customized portfolios, quality holdings and long-term returns while minimizing volatility and risk. Doug also places great emphasis on delivering a high quality of care and service to his clients. Doug manages portfolios for individuals and non-profit organizations.
Committed to delivering a high level of investment advice to his clients, Doug has achieved the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. He has also achieved the advanced designation of Portfolio Manager.
As a Portfolio Manager, Doug is able to provide discretionary wealth management solutions to clients through the Private Investment Management program at RBC Dominion Securities. Discretionary management allows clients to delegate the day-to-day investment decisions to Doug – freeing their time to continue building their career, working with the community, or simply enjoying more time with their family.
In addition to this advanced investment management program, Doug also offers clients a comprehensive range of wealth management services that help preserve their success, maximize their business and personal assets, plan ahead for retirement, or create a lasting legacy.