Rachelle joined our team in 2022 and RBC Dominion Securities in 2019, bringing with her more than 15 years of industry experience from another leading firm and extensive knowledge in the fields of financial planning, wealth management, portfolio management, and insurance planning. As a Portfolio Manager, Wealth advisor and Financial Planner, Rachelle delivers exceptional financial solutions to our clients that align with their unique goals and aspirations.

With a commitment to continued education, Rachelle continually strives to learn and grow to offer our clients the best service possible. She holds several industry designations, including Certified Financial Planner (CFP), which recognizes professional excellence and competency in complex wealth planning, and Chartered Life Underwriter (CLU), an advanced designation that focuses on the transfer of wealth, estate planning, and corporate planning. Rachelle is also a Chartered Investment Manager (CIM), which allows her to provide our clients with discretionary investment management and portfolio management services. Additionally, she is a licensed insurance professional.

Rachelle lives in the London area with her spouse and their dog, Lucy. She recently has developed an affinity for golf and is determined to be hitting the LPGA links soon! If she isn’t on the golf course, Rachelle can be found on her yoga mat or working out.