As our Certified Financial Planner, Elvis makes it a priority to understand the complex needs of individuals, families, and business owners alike from a holistic wealth planning perspective. He will work closely with each prospective and current client to prepare and present tailored financial plans to identify and address any related financial, tax and retirement planning concerns as well as any other wealth-related questions, situations, and opportunities that they may have.
Elvis joined RBC Dominion Securities in 2007 and brings over 28 years of experience in the financial services industry, with a focus on highly customized financial planning and exceptional client service for high-net-worth clients. He most recently was Vice President, Financial Planning Specialist with RBC Family Office Services and has been recognized in the past with the RBC Silver Award in 2011 and as a Directors Council convention winner in 2021.
He has acquired extensive knowledge in wealth planning over the years and holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Fellow of Canadian Securities Institute (FCSI) designations, which is reserved for an elite group of financial professionals.
Elvis has also completed all three levels of the Chartered Professional Accountants of Canada rigorous In-Depth Tax Course and is a member of the Canadian Tax Foundation.
When away from the office, Elvis is a big sports fan, loves to read, and go for fun drives in the country and most of all enjoying all of these with his family.
