RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Investment Advisor
Ethan has a decade of experience in the financial industry, focusing on successfully guiding clients through every stage of the wealth management process. Initially attracted to the industry by his background in mathematics, he remained for the opportunity to build meaningful client relationships.
As an Investment Advisor, he offers tailored services ranging from financial planning and portfolio management to tax strategies and estate planning. His clients, who include a variety of professionals, business owners, and retirees, appreciate his sound advice, thoughtfulness, and deep knowledge.
Prior to joining RBC Dominion Securities in 2020, Ethan worked with the Chief Investment Officer on a team at a large independent brokerage, managing $700 million in investment assets. Alongside their investment portfolio, the team was responsible for the firm’s market strategy and guidance. Ethan’s background includes institutional investment sales of ETFs, managed stock portfolios and funds. This diverse experience gives him a fresh perspective on goals-based investing and navigating needs, values, and risks.
Ethan has been a Chartered Financial Analyst (CFA) since 2018, one of the highest designations in the investment management profession. He holds a Bachelor of Science in Mathematics from the University of Texas at Tyler, where he was part of a three-time Conference Championship tennis team. While his tennis game is no longer what it once was, he has found marathon running as a fun way to pass the time.
Associate
Bryan works with Ethan to help clients navigate risks and opportunities, alleviate financial concerns, and gain peace of mind. As an Associate, he ensures each client’s needs are being met and is always ready to answer questions or assist where needed. In return, clients appreciate his down-to-earth manner, attention to detail, and dedication to their success.
Drawn to the financial industry by the ability to apply tailored strategies to impact real-life situations, Bryan focuses on building relationships with clients and offering tangible, relevant advice. He earned a Bachelor of Commerce from Ryerson University and is continuing his education with industry coursework from the Canadian Securities Institute.
Outside of work, Bryan enjoys spending time with his partner, Christina, and their adorable dog-child, Teddy. An avid car enthusiast and NBA fan, Bryan is also passionate about competitive ultimate frisbee. As a former ultimate frisbee player and coach at his high school and university, Bryan understands how great teamwork can make all the difference on the field and in life.
