Investment Partners
Keith Pearman | Portfolio Risk Advisor
Keith ensures your portfolio remains aligned with your investment objectives and risk tolerance. He independently reviews all accounts and trades against your personalized investment policy, applying rigorous risk controls across concentration, credit quality, and other key metrics. Keith's oversight provides the security of knowing your investments are properly managed and compliant with RBC's portfolio management standards.
Joseph Wu | VP and Portfolio Manager, Multi-Asset Strategy
Joseph began his career with RBC in 2007 and joined RBC Wealth Management’s Portfolio Advisory Group in 2010. Joseph is a member of RBC Wealth Management’s Global Portfolio Advisory Committee, which provides strategic analysis of financial markets and asset class recommendations. Serving as the co-chair of our Asset Allocation Committee and Tactical Committee, he has been involved with the management of the firm’s multi-asset class portfolios. Joseph currently focuses on multi-asset strategy, helping to develop and shape our overall investment stance and asset allocation strategy. He previously held positions providing research coverage of Canadian equities and exchange traded funds. Joseph holds a Bachelor of Commerce from the University of Toronto in the finance specialist program and is a CFA Charterholder.
Mikhail Pasic | Head, Alternative Investments
Mikhail leads our alternative investments strategy, helping clients diversify portfolios through private markets opportunities. With RBC Dominion Securities since 2008, he brings deep expertise in evaluating and integrating alternative assets alongside traditional investments. Mikhail also co-manages tactical allocation portfolios and contributes to our firm-wide asset allocation guidance. He holds the CFA designation and a Bachelor of Science in Business Administration from the University of Detroit Mercy.
