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Senior Investment & Wealth Advisor
As the founder of the Sarai Wealth Management team and Senior Investment & Wealth Advisor with RBC Dominion Securities, Kyle provides a comprehensive approach to Wealth Management which tailors financial planning and investment management to each clients unique situation. For over a decade, Kyle has worked with individuals, families, businesses, and organizations requiring professional, strategic guidance for their wealth. Kyle received a golf scholarship from Salem University in West Virginia, which he used to earn a Bachelor of Science in Management and a Master of Business Administration in International Business. As an active member of the community, Kyle has sat on the board of directors of the Learning Disabilities Association of Vancouver, Point Grey Golf & Country Club and also is a volunteer coach at Coastal FC.
Associate Advisor
Chris joined RBC Dominion Securities in 2015 as an Associate before changing to his current role as an Associate Advisor in 2018. With over a decade of banking and investment industry experience, he is always happy to assist clients with their investment and financial planning needs.
Chris has obtained his Chartered Investment Manager (CIM) designation, holds his securities license, and is working toward additional advanced industry credentials. He graduated from the University of Victoria with a Bachelor of Arts in Psychology.
Chris and his wife reside in Burnaby, together they enjoy traveling and spending quiet nights at home cooking or reading.
Senior Associate
Susanne began her career at RBC Royal Bank in 1994 and then RBC Dominion Securities in 1997. With over 30 years of experience in the banking and investment industries, her charming personality and wealth of knowledge make her not only a client favourite, but also an invaluable co-worker.
She works closely with clients on their day-to-day administrative needs, portfolio rebalances, trade orders and research inquiries.
Susanne graduated from the University of British Columbia with a Bachelor of Arts in Speech Sciences (Linguistics and Psychology). She and her husband enjoy attending classic car shows and ice hockey games.
Business Development Lead
Jerron is the Business Development Lead at RBC Dominion Securities, brining over five years of sales and marketing experience to his role. He studied at Douglas College where his focus was on Business Marketing, he combines practical marketing knowledge with a proven track record in client engagement and growth. Born and raised in Vancouver, Jerron remains deeply connected to the local community and actively supports youth sports. Outside the office, he is passionate about golf and hockey—having competed at a high level winning multiple junior golf tournaments. He lives in Vancouver and continues to channel his competitive drive and team focused approach into both his professional work and community involvement.
Administrative Assistant
Makenna is a recent graduate of Simon Fraser University, where she earned a bachelor’s degree in Psychology with a minor in Health and Counselling. During her time at SFU Makenna played on the women’s basketball team, and now continues her passion by coaching girls basketball in the community. Makenna enjoys traveling, pickleball with her family, and attending concerts.
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