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Leveraging over 300 years of combined education and professional experience, our multi-talented team of professionals utilizes our expertise in business, finance, and accounting to provide strategic financial solutions for all your wealth needs. Through in-depth conversations, personalized financial plans, and meticulous asset management, we manage your wealth with diligence and discipline and work hard to set you on a path towards success.
Senior Portfolio Manager
“I love connecting with our clients and discovering what’s important to them. Learning about their lives informs us about their wealth strategy – and we make it our goal to help them get to where they want to go.”
Having entered the industry in 2008, Chris is a passionate people-person who works hard to build connections and deepen the relationships with our partners and our clients. After graduating from the University of Saskatchewan with a Bachelor of Commerce specializing in finance, Chris dove right into the field, working in commercial banking at two other leading financial institutions before coming to RBC in 2013. Over the next few years, Chris acted as a director for the Calgary Commercial Energy Team, where he focused on complex lending strategies for Alberta-based, mid-market business owners. In 2018, he joined Harmony Wealth Partners, and helped to grow the team into what it is today.
As Senior Portfolio Manager, Chris is one of the key relationship managers for our team, acting as the principal liaison between our clients and our banking partners. Committed to providing our clients with the best service possible, Chris has earned the Chartered Professional Accountant (CPA), Certified Management Accountant (CMA), Chartered Investment Manager (CIM), and Certified Aboriginal Financial Manager (CAFM) designations.
Growing up on a farm in Northern Saskatchewan, Chris has deep roots in the church and the community and shares an active love for the outdoors with his wife, Jill, and their four children. Currently living in British Columbia with his family, Chris enjoys all that nature has to offer, and can often be found hiking, dirt biking, and rock climbing in his spare time.
“If you can develop a servant’s heart – and operate in a way where you’re genuinely interested in helping others – you will find more success and fulfilment in what you do.”
As Senior Portfolio Manager, James combines his passion for the markets with his desire to help business owners and entrepreneurs reach their financial goals. He utilizes his detail-oriented and analytical mindset to meticulously construct, implement, and manage our clients’ portfolios with the deepest level of care. Committed to ongoing success, James has earned the Chartered Financial Analyst (CFA) designation to provide our clients with best-in-class service. He is also a graduate of Simon Fraser University and holds a bachelor’s degree in finance.
James began his career in the industry in 2010 at another leading financial institution, working in a commercial banking role that focused on financing energy services companies in Northern British Columbia and Alberta. In 2012, he joined RBC Dominion Securities as an investment advisor, bringing with him his professional expertise, passionate nature, and innovative approach. Two years later, he teamed up with Jason, and together they began to build the foundation for Harmony Wealth Partners.
Born in Burnaby but raised in Northern B.C., James shares his love for the outdoors with his wife, Jess, and their four children: Oliver, Emma, Isla, and Annabel. When he’s not analyzing numbers, he enjoys tinkering with vintage tractors, baling hay, and spending time in nature on their remote property near Williams Lake. Licensed to hunt, trap, and fish, James feels connected to the wilderness of the Canadian North and is most in his element when out on the lake, a fly fishing rod in hand.
“I genuinely enjoy being able to build long-lasting relationships with our clients and make a positive impact on their lives. It’s a responsibility and an honour to make sure that the things that are important to them – their parents, their children, and their personal goals – are well looked after.”
A graduate of the University of British Columbia’s Sauder School of Business, Kinny earned a Bachelor of Commerce degree with a major in accounting. Upon entering the financial industry in 2011, Kinny began his career in Prince George, B.C., where he worked as a financial planner at another leading financial institution, developing personalized financial plans for high-net-worth families and business owners. He joined our team in 2016, bringing with him an unquenchable thirst for knowledge and dedicated, client-focused approach.
As Senior Portfolio Manager, Kinny combines his deep passion for learning and keen interest in the markets to develop highly personalized portfolios for our clients. Day to day, Kinny works with our internal trading team, overseeing portfolio modelling and implementation to ensure client portfolios are optimized and rebalanced with efficiency. Honoured to be a trusted resource to help them navigate the challenges and complexities of their wealth, he also acts as a first point of contact for many of our clients, offering support and advice for any concerns they may have. Dedicated to excellence, Kinny has also earned the Chartered Financial Analyst (CFA) designation to provide our clients with the highest level of service possible.
Born in India and raised in Canada, Kinny moved to the Lower Mainland with his family at the age of 10, and currently resides here with his wife, Jasmin, baby daughter, Mila, and their dog, Alfie. Away from the office, Kinny will try to get up North as often as he can to spend time with his family at their cabin near Williams Lake. He also enjoys hiking, reading, playing hockey, and taking their dog out for long walks.
“I love listening to our clients’ stories and hearing about how they built their businesses from the ground up – their work ethic and commitment to success is inspiring. We work hard to earn the trust they place in our team and to be the first number they’ll call when they need support or financial advice.”
A critical thinker with an eye for detail, Jason is a key member of this team. A graduate of Trinity Western University, Jason leveraged his Bachelor of Business Administration degree with a specialization in finance to kick-start his career in the industry in 2010. In his role as a relationship manager at another leading financial institution, Jason worked in corporate lending, focusing on middle market business owners who operated in a variety of sectors throughout Northern B.C. and the Yukon. In 2014, he came to RBC Dominion Securities, working together with James to build the foundation of Harmony Wealth Partners.
As Senior Portfolio Manager, Jason works with our clients and our team to develop personalized strategies and financial plans that encompass all areas of their wealth. With a mind for strategy, Jason is able to devise tailored solutions that encompass tax planning, estate planning, retirement planning, and business succession planning. He also manages all aspects of the business behind the scenes, making sure that everything runs smoothly and that the team is operating at peak performance. He has also earned the Certified Professional Accountant (CPA), Certified Management Accountant (CMA), and Chartered Investment Manager (CIM) designations.
While born and raised in the Lower Mainland, Jason has spent considerable time living in and exploring Northern B.C. and the Yukon. Away from the office, Jason and his wife keep themselves busy with their four children, driving them to piano recitals and cheering them on at soccer games. He also enjoys hockey, golf, football, and tinkering with cars – an interest and pastime passed down to him by his father.
Strategic Advisor
With over 40 years of experience in the industry, Jeff has provided sage financial advice to successful business owners, professionals, high-net-worth families, and institutional organizations. He is a practical problem solver with a passion for helping others reach their financial goals and navigate the intricacies of their wealth. As Strategic Advisor, Jeff shares his extensive knowledge and experience with the team, focusing on mentorship, client engagement, and strategic planning.
Jeff and his wife, Jane, call Kamloops their home. They love spending time with their children and grandchildren, and enjoy travelling, golfing, and boating together.
Associate Wealth Advisor
Before entering the financial industry in 2009, Shelby was on the path to become a social worker – until she took a part-time job in retail banking to help pay for school and found an even stronger calling. Since coming to RBC Dominion Securities in 2012, she has worked her way through many roles, applying her background in social work to help clients understand their goals and find confidence and clarity in their financial lives. In 2022, she joined our team.
As Associate Wealth Advisor, Shelby is the first point of contact for client support and helps to facilitate everyday client requests. She also helps to coordinate with RBC’s wealth management specialists and plays an integral role in the wealth planning process. She genuinely cares about our clients and works hard to make a positive difference in their financial lives by offering first-class service and expert advice.
Shelby is an avid supporter of planned giving – donations made through a Will or trust that are prearranged and granted when a donor passes away – and recently retired as co-chair and treasurer of the Canadian Association of Gift Planners (CAGP). Away from work, Shelby loves to spend time with her husband and their dog, Stella, and can often be found golfing, hiking, camping, and painting.
Associate
Organized, dedicated, and hard-working, Michelle’s keen work ethic and strong attention to detail has made her an integral part of our team. Since entering the industry in 1994, Michelle has gained unparalleled administrative experience and financial insight, which she brought to our team when she joined Harmony Wealth Partners in 2017.
As an Associate, Michelle leads our administrative team, managing client communications and handling all inquiries related to transfers, contributions, meeting scheduling, and account opening. She feels honoured to have clients place their trust in our team and consistently works hard to earn that trust every day. Committed to offering the highest level of service, Michelle has also completed the Canadian Securities Course (CSC).
Michelle grew up in Maple Ridge, B.C., and continues to reside there with her family. Away from the office, Michelle enjoys spending quality time with her husband, Gord, and son, Joshua.
Associate Portfolio Manager
As Associate Portfolio Manager, Niki is the primary trader for our team. With over 25 years of equity trading and discretionary portfolio management experience, Niki works closely with James and Kinny to plan, implement, and manage investment strategies across all global asset classes. Prior to joining RBC, Niki worked as a Senior Proprietary TSX & Equity Floor Trader in Toronto, as well as an Associate Portfolio Manager with another national full-service firm in Vancouver. In 2020, she brought her unique insight and passion for numbers to our team, and continues to deliver best-in-class execution strategies for all of our clients’ portfolios.
A graduate of McGill University, Niki earned a degree in economics as well as a diploma in business management. Committed to professional excellence, she holds the Chartered Investment Manager (CIM) designation, the Fellow of Canadian Securities Institute (FCSI) designation, and is options licensed.
Outside of work, Niki enjoys spending time with her family, friends, and dog. She can often be found hiking, skiing, playing tennis, baking, and gardening. She also volunteers and is involved in other community projects.
With over a decade of industry experience, Meagen brings a wealth of knowledge and experience to our team. Graduating with a Business Administration certificate from the University of the Fraser Valley, Meagen began her career in 2010, working as an associate for a local credit union in the Fraser Valley, assisting clients with their administrative investment needs. In 2018, she joined our team.
As an Associate, Meagen is responsible for day-to-day administrative tasks, such as enacting trades, managing contributions and withdrawals, offering tax-related support, and more. She works hard to ensure that all of our clients’ administrative needs are handled in a timely and efficient manner and enjoys being able to connect with them on a more personal level over the years.
Meagen resides in Abbotsford with her husband, Steven, and spends her free time being physically active both indoors and out.
Investment Associate
As Investment Associate, Veronika is part of our trading team and is responsible for everyday trades, ensuring account compliance, and connecting with clients to relay advisor recommendations. Originally from Ukraine, Veronika graduated from Taras Shevchenko National University of Kyiv with a Bachelor of Mathematics degree. Her passion to explore new things and love for travelling inspired her to leave her home in Ukraine and pursue a career in Canada. Beginning as a fraud analyst in 2009, Veronika joined RBC in 2014, working her way through roles as a client advisor and banking advisor, before joining our team in 2020.
With an extensive career spanning two countries and nearly two decades, Veronika enjoys helping our clients reach their financial goals.
As a mother of two, she spends much of her free time with her sons, exploring the outdoors and engaging in all the wonderful activities the area has to offer.
Associate Advisor
Joining RBC Dominion Securities in 2020 and our team in 2021, Anne is committed to delivering best-in-class service. As Associate Advisor, she is responsible for executing trades, rebalancing portfolios, and connecting with clients to relay Investment Advisors’ recommendations. Anne has earned a Bachelor of Business Administration degree with a specialization in finance from Simon Fraser University and has also completed the Wealth Management Essentials (WME) course.
Outside of the office, Anne enjoys spending time with friends and family. A self-proclaimed foodie, she loves trying cuisines from different cultures and eating at all the new restaurants in the city.
Assistant
Natalia is a dedicated wealth professional who is committed to helping our clients reach their financial goals. Originally from the Ukraine, Natalia graduated from Odessa State University with a bachelor’s degree in physics and education. She pursued a path as a teacher, working in public schools in the Ukraine and, after moving to Canada, at a private school in Toronto. Her passion for helping others led her from her path in education to a career in finance, and, in 2010, she came to RBC as a client advisor and never looked back. In 2022, she joined our team.
As an Assistant, Natalia leverages her years in education, customer service, and retail banking to provide timely and efficient service backed by deep care. Her primary responsibilities include preparing meeting reports for reviews, opening client accounts, transferring funds, and providing any additional support the team needs.
Outside of the office, Natalia enjoys spending time with her husband, their kids, and her grandson. With an affinity for the outdoors, Natalia can often be found sailing with her husband on the open water or practicing her skills with nature photography.
With over two decades of administrative experience in the financial services industry, Eleanor leverages her client-first attitude and top-tier organizational skills to ensure clients are served in a timely and efficient manner. Joining our team in 2023 as an Assistant, Eleanor is responsible for connecting with clients, booking meetings, and facilitating communications through phone and email. She enjoys getting to know the clients on a more personal level and is happy to support our team in any area she can.
Eleanor enjoys spending time with her husband, Graham, and adult children, Meagen and Jason. She can often be found reading, doing crossword puzzles, and going for long walks. Eleanor is also part of a community singing group and is involved with the music at her church.
Ghada is a passionate problem-solver dedicated to delivering our clients to their dream financial destinations. After graduating from Capilano University with a Bachelor of Business Administration degree, Ghada began her career in the financial services industry at RBC in 1999. She joined our team in 2023, bringing over two decades of professional experience and insight to her role.
As an Assistant, Ghada is responsible for client communications, account maintenance, and administrative support. Day to day, she manages transactions, account maintenance, and ensures that all processes are aligned with compliance and regulatory standards. Her unwavering commitment to client care and skill at managing complex financial tasks makes her a key member of our team.
Growing up, Ghada lived in many places – Saudi Arabia, France, and Cyprus – before coming to Canada with her family and settling down in Vancouver. She currently resides in Maple Ridge with her husband and two children, and can often be found going on long walks with her daughter or cheering her son on at his hockey games.
With over 15 years in financial services, Amy joined our team in 2024, bringing extensive industry expertise to client services. Her journey in finance began at RBC Dominion Securities in 2007, where she distinguished herself through leadership positions, including assistant branch operations manager and senior associate roles.
As an Associate, Amy leverages her strong background in branch operations to organize complex financial processes, build lasting relationships with clients, and develop thoughtful solutions tailored to each client’s unique financial objectives. Amy has earned a Bachelor of Commerce degree with Honours in Finance from the University of British Columbia’s Sauder School of Business as well as the Financial Management Advisor (FMA) designation. Her commitment to ongoing professional development – combined with her proactive approach to industry trends and regulatory changes – ensures clients receive exceptional service.
When not serving clients, Amy cherishes the time she spends with her husband and son, who share a passion for travel and appreciation for nature.
Connie is an Associate with banking experience dating back to 2011 and has been with the firm since 2016. She supports the advisory team with administrative tasks and day-to-day operations, and she enjoys working in a collaborative, supportive environment. Connie brings strong experience and a keen eye for detail to her role. She is a licensed Investment Representative and holds a Financial Planning diploma from BCIT.
Born and raised in China, Connie moved to Canada with her family at a young age. She now lives in Vancouver with her husband and two children and enjoys traveling with her family.
