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Investment Advisor
Geoff has been providing comprehensive financial advice to clients since entering the financial industry in 2011. His unique background in financial derivatives and trading has given him a broader, global perspective that drives the development of his clients’ wealth management strategies. As a valued partner, Geoff knows the core philosophy of our collective approach is one built on comprehensive investment oversight. Managing risk, increasing tax efficiency, and being available for all our clients’ financial needs is what sets us apart.
After studying Political Science at Western University and the Catholic University of Lyon, France, Geoff spent time in public relations in the Ontario government before joining a leading investment brokerage servicing US clients and then managing a team of investment specialists. Joining RBC Dominion Securities in 2013, he initially specialized in commodity futures trading before offering a wider array of wealth management solutions to his high-net-worth individual and corporate clients.
Geoff currently lives with his wife and two boys in Toronto, where he enjoys tennis, squash, and spending time outdoors with his family. Geoff’s also a significant supporter of the Effective Altruism philanthropic movement that uses a data-driven approach to making charitable donations do the most good possible.
Discovering his passion for global financial markets in his early adolescence, Phil quickly realized that pursuing a career in wealth management would mean a profession that would never be static.
"I realized early on that there is no end to what you can learn in this field. Whether I focused on tax minimization, estate planning techniques, the risks and benefits of utilizing debt and leverage, hedging strategies, behavioral finance, the variety and structures of financial securities and products, there is no end to the knowledge that can be learned and so few constants."
Phil leverages his professional partners both inside and out of the bank to help clients make the most informed and educated decisions. In his experience, clients find peace of mind and reassurance in having multiple harmonious perspectives when making life-impacting decisions.
Of greatest interest to Phil are the financial markets. "They are inextricably tied to the world that is changing around us, providing an endless stream of information from the rich history and the advent of modern banking to the spectacular booms and busts we so often witness come to pass. My interest is to understand them and share what I have learned with those who are interested, from savvy professional traders to first-time investors".
Associate Advisor
Sonny graduated from University of Toronto with a degree in Computer Science while simultaneously obtaining a Data Science certificate through Harvard University in 2019. During his year of internship working as a developer at RBC in 2017, he quickly realized his passion for investing.
Having joined the team in early 2020, he very much enjoys his role as an Associate Advisor where he executes diverse trading, investment, and wealth management strategies for our clients. Sonny always stays positive and is exceptionally resourceful in assisting our clients.
Sonny believes in the need to start taking ownership of one’s finances early, as he came to Canada in 2011 on his own and had to navigate and learn a new financial system at a young age.
Outside of work, unless traveling, Sonny spends his time working out, cooking, and volunteering his expertise to improve young people’s financial literacy across the country.
Associate
Ricardo is the newest member of Hateley-Thevenin Private Wealth, having joined RBC Dominion Securities in 2023. Prior to joining RBC, Ricardo spent a year working in enterprise software sales, and another year working for a top 5 Canadian bank, where he sharpened his business development and client relationship skills.
He has received his Honour’s Bachelor of Commerce in Finance from Humber College in 2021, in addition to acquiring his Advanced Diploma in Business Administration 2019. He has an interest in researching alternative investments, emphasizing the importance of diversification and uncorrelated returns in a portfolio. Ricardo believes in the importance of lifelong learning and is committed to upgrading his skills to better serve clients.
Outside of the office, you can find Ricardo playing soccer, working out, or spending time with friends and family.
