John Davies, CFP, CIM

Vice-President, Associate Portfolio Manager & Wealth Advisor

519-252-3517 | Email me
1-800-265-0890

John Davies, CFP, CIM,

Vice- President,

Associate Portfolio Manager and Wealth Advisor

 

John started his financial advisory career in 1984 and has been with RBC Wealth Management since 1998. He has earned his designations as a Certified Financial Planner (1998) and Chartered Investment Manager (2015). As an Associate Portfolio Manager, John is qualified to do discretionary portfolio management as well as assist clients with more conventional brokerage accounts.

Wealth Management for John and his team is holistic in nature, taking into account investment, tax and estate planning as each of them can influence the other. As such, it is common for his team to address the needs of families, inclusive of parents, children and grandchildren.

He and his spouse, Cathi Baillie live in Windsor, have a daughter Stacie (married to Shaun Cote) and grandchildren Colin and Kyle. They have been billeting Windsor Spitfires players since the 2009-10 season and are active with the team.

Erin Hooper

Associate Advisor

519-252-3517 | Email me

Erin Hooper FCSI, FMA / Associate Advisor

 

Erin works together with John and Jarrod to ensure you receive timely, efficient service. After returning to Canada from Florida where she worked at Barnett Bank for seven years, Erin joined RBC Dominion Securities in 1998. She is fully licensed and holds the Fellow of the Canadian Securities Institute (FCSI) and Financial Management Advisor (FMA) designations. Erin has been working with John since 2003 and manages the day-to-day operations and assists with portfolio reviews and wealth management.