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Senior Portfolio Manager
George, a 20 year veteran of RBC Dominion Securities can provide you with an objective view of today's complex markets. He'll help you mitigate risk by following strict investment guidelines and removing emotions from decision-making.
George graduated from Marquette University in Milwaukee with a Bachelor of Science in International Business, Finance, and Economics.
Prior to joining RBC Dominion Securities, he worked as an oil and gas research analyst at a U.S. investment banking firm. In addition to holding a Chartered Financial Analyst (CFA) designation, George holds the Canadian Investment Manager (CIM), Certified Financial Planner (CFP), and Chartered Alternative Investment Analyst (CAIA) designations. He is also a Fellow of the Canadian Securities Institute (FCSI).
Associate Advisor
With over 6 years of experience in the financial services industry, Tahmeed brings a wealth of expertise and knowledge to the team. Tahmeed spent the first 5 years of his career working in RBC’s downtown Media and Entertainment Commercial Banking team. Working as a Relationship Manager in Commercial Banking, Tahmeed specialized in underwriting complex credit for existing clients and growing his book of business through proactive business development. Joining as an Associate Advisor, Tahmeed specializes in client relationship management and business development. He is committed to exceptional client service and helping clients understand and achieve their long-term goals. Tahmeed is a Chartered Financial Analyst (CFA) charterholder, and he holds an Honors Bachelor of Science from the University of Toronto (double major in Mathematics and Economics). Outside of work, he can be found playing squash and tennis or travelling with his family.
Associate Wealth Advisor
Dedicated to helping clients develop comprehensive financial plans tailored to their individual needs, Sarah has over 14 years of industry experience. She graduated from York University with an Honours Bachelor of Science and has obtained the Certified Financial Planner (CFP) designation. She is strongly committed to assisting clients with their wealth management needs and providing exceptional client service.
Associate
With over 14 years of experience in the financial services industry, Amy brings a wealth of expertise and knowledge to the team. Graduating with a Bachelor of Business Administration from the University of Toronto, she specializes in handling complex administrative needs and ensuring seamless trade execution. Amy joined RBC Dominion Securities in 2012 and has consistently demonstrated her commitment to excellence and dedication to serving our clients.
Karen began her journey at RBC Dominion Securities in 2022, having previously worked in Bank Operations and Vendor Management in the Philippines. She earned a Bachelor of Economics from the University of the Philippines. With industry experience spanning over 15 years, Karen is dedicated to providing our clients with exceptional service and administrative support.
Assistant
After two years as a Banking Advisor at RBC Retail Banking, Lujia brought her skills to RBC Dominion Securities in 2023. She graduated from the University of Manitoba with a Bachelor of Arts, majoring in Economics. Lujia is a welcome addition to our team and is firmly committed to assisting our efforts with her administrative support and outstanding client service.
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