Prior to joining RBC Dominion Securities, Theo built his career through diverse experiences in process engineering and strategic project management. These roles sharpened his analytical mindset and underscored the value of multidisciplinary planning—an approach he brings to the families he works with today.
With a focus on continuity and family dynamics, Theo earned the Family Enterprise Advisor (FEA) designation from Family Enterprise Canada—a credential that equips advisors to support families through transitions, long-term planning, and family governance dynamics. This specialization helps him guide meaningful conversations around evolving responsibilities, core values, and legacy — preparing the next generation to confidently carry the family forward.
Theo acts as a connector between families and the full spectrum of RBC specialists, aligning expert perspectives with each family’s unique needs. He brings insurance expertise directly into the planning process, helping families manage risk and build flexibility into their long-term structures. As a single point of contact, he offers a steady hand—bringing clarity and structure to complex decisions by uniting trusted voices around the table.
Clients often say Theo brings clarity when things feel complex, and calm in moments of transition. He helps families move forward with purpose—turning uncertainty into clarity, and vision into action. The results reflect their goals and are built to endure—rooted in values, guided by legacy, and centered on family.
