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Investment Advisor
As an investment advisor, Max empowers clients to achieve their goals at all stages of their lives through comprehensive wealth management. The discipline and work ethic Max learned as a swimmer competing across North America for 13+ years give new meaning to the word “dedicated”.
Prior to joining RBC Dominion Securities, Max spent nearly six years in a leading investment management firm's global wealth and asset management division. There, he serviced hundreds of investment advisors across Canada. From small independent firms to credit unions to billion-dollar portfolio managers, he learned what can make or break a successful advisory operation.
During the pandemic, Max successfully helped advisors navigate the noise and uncertainty surrounding the markets and was ranked as one of Canada’s top consultants by Environics Research in that year. This helped catapult his region to a record-breaking 2021 and led to Max’s promotion to District VP. In that role, he took a region with little affinity with the firm and grew the business 20x year-over-year.
Today, Max combines his consulting expertise, strategic insight, and extensive network to provide sophisticated solutions to his clients. Thanks to his participation in two business ventures – owning a slice of an award-winning distillery in Scotland and a Canadian technology company specializing in sports markets – he understands the unique needs of entrepreneurs. He also holds the Chartered Investment Manager (CIM) designation and is insurance licensed.
Max earned a dual master’s degree in international relations and business management from the University of St Andrews in Scotland. Upon graduation, he took on a Training Analyst role for a gold mine in Nunavut to further expand his horizons. The role provided him with a solid foundation of logistics, procedures, and building long-term strategies.
Outside of work, Max enjoys spending quality time with his family and friends. Physical activity remains a key part of his life to balance out his weakness for delicious food. Max is also an avid participant in his Alma Matter events for Upper Canada College and the University of St Andrews.
Investment Associate
Vinny has been at RBC Dominion Securities since 2021. She is highly knowledgeable in the increasingly complex world of documentation, administration, and compliance. With a strong focus on exquisite client service and professionalism, Vinny assists Max in helping clients attain their goals.
Prior to RBC, Vinny spent most of her career in accounting, where she honed her keen attention to detail, organizational skills, and accuracy. As an Investment Associate, she leverages her experience, trading skills, and cash management capabilities to ensure all requests and transactions are handled promptly and thoughtfully.
To better serve clients, Vinny has completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook Course (CPH), and the Investment Representative Training Program (IRT). She also holds a Master of Commerce from Punjab University.
Originally from India, Vinny and her husband found a new life in Toronto and reside north of High Park. When Vinny is not at work, she can be found trying new recipes or by the water, chasing the sunset.
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