Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust. He is a native of Montreal and is fully bilingual in English and French. Focus areas: Canadian Equity Income Guided Portfolio, Canadian Focus List, and Yield Insight publication.
Patrick has over a decade of experience with RBC in Wealth Management and Capital Markets. He is Co-Chair of the Canadian Focus List Investment Committee in addition to his role as a portfolio manager for the team’s other Canadian Guided Portfolio and A+ mandates. Patrick holds a Bachelor of Commerce degree from McGill University and is a CFA Charterholder.
Tasneem has more than 15 years of experience in stock research and portfolio management at RBC and UBS. She sits on the investment committees for the U.S. Focus List, North American Focus List, A+ U.S. Core Portfolio and the A+ U.S. Core Dividend Portfolio. Prior to joining RBC in 2013, Tasneem spent seven years in equity research at UBS, covering the Canadian Industrials & Transportation sector. Tasneem holds a B.Sc. (Hons) in Economics from the London School of Economics and Political Science, an MBA from the Richard Ivey School of Business, and is a CFA Charterholder.
Gopa joined the Portfolio Advisory Group in January 2017. Prior to joining RBC, Gopa worked in the asset management industry as a U.S. equity portfolio manager at Cumberland Private Wealth Management and at Sceptre Investment Counsel. Before joining the investment industry, Gopa worked in equity research at National Bank Financial and Merrill Lynch. Gopa co-leads the U.S. Guided Portfolio/Focus List, PAG A+ U.S. Core Dividend Portfolio and PAG A+ U.S. Core Portfolio. He is a member of our asset allocation committee where he helps establish our U.S. equity views and is involved in the management of the U.S. equity portion of our multi-asset/multi-solution portfolios. Gopa holds an MBA degree from the University of Toronto, a M.Sc. degree in Microbiology from the Medical College of Wisconsin and a B.Sc. degree in Biotechnology from the Rochester Institute of Technology. Gopa is also a CFA charter holder.
Mikhial leads the Alternative Investment initiative for RBC Wealth Management Canada and has been a long-time member of the Portfolio Advisory team. Mikhial previously led the Fixed Income Strategies team and serves as a portfolio manager on fixed Income and multi-asset portfolios.
Mikhial has been with RBC Dominion Securities since 2008 and a member of the Portfolio Advisory Group since 2010. In his current role, he works closely with colleagues in Global Manager Research to develop a managed platform of private markets offerings and provides advice and guidance on how to integrate alternative investments into portfolios. He also serves as a co-portfolio manager of tactical managed solutions portfolios and a government bond portfolio, and is a member of the Global Portfolio Advisory Committee that provides asset allocation guidance. Before assuming his current role, Mikhial was a Fixed Income Portfolio Advisor and a member of the Fixed Income Trading Group within PAG. Prior to joining PAG, Mikhial was a member of the Wealth Management Generalist Program. Mikhial is a CFA charterholder and earned a Bachelor of Science degree in Business Administration, with concentration in Finance from the University of Detroit Mercy.
Jim Allworth has been in the investment business for 51 years, both as a research analyst and portfolio strategist. He has been with RBC Dominion Securities for more than four decades, where he has developed investment policy for the firm and translated that into solutions for individual clients.
As an investment strategist, Allworth utilizes RBC’s extensive global economic, political, and sector analysis to develop a strategic view on the expected direction of major financial markets. Allworth co-chairs the Global Portfolio Advisory Committee (GPAC) which provides strategic analysis of financial markets and establishes the asset allocation mix for clients worldwide. He regularly contributes to GPAC’s Global Insight monthly publication.
Allworth is a graduate of Simon Fraser University, with a concentration in economics.