RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Investment Advisor
Backed by more than 20 years of experience working with multiple financial services firms, Jeremy remains committed to helping clients achieve their financial goals. Jeremy joined RBC Private Banking in 2009, and moved to RBC Dominion Securities in late 2015. A holder of both the Chartered Investment Manager, and Personal Financial Planner designations, Jeremy uses a top-down approach, working with clients to understand their broader goals and objectives, and building comprehensive wealth management and investment solutions to meet their needs.
Jeremy uses his Family CFO Approach, a comprehensive strategy that harmonizes each aspect with the larger picture in order to eliminate gaps and inefficiencies. This approach creates consistency across several disciplines for managing and protecting wealth, while also planning for future generations.
Jeremy holds a degree in economics and business from Carleton University. Away from the office, much of his time is spent with his three children – Asher, Hannah and Talia. An avid diver and fisherman, Jeremy enjoys spending time on the water, and calls the Bahamas “his second home.”
Associate
Rachel joined RBC Dominion Securities in 2018 after spending a year working in RBC retail banking. Her exceptional customer service experience is a great asset to our team. In her current role, Rachel is responsible for our team’s day-to-day account maintenance and administrative queries.
A graduate of the University of Windsor, Rachel earned a Bachelor of Arts in Psychology. A big believer in ongoing professional development, she is also committed to learning and increasing her knowledge through various continuing education initiatives.
Born and raised in Windsor, Rachel enjoys spending quality time with family and friends when away from the office.
