Michael Favaro, BA(Math.), BEd.,MBA

Investment Advisor

604-257-7280 | Email me

Michael and his team take a holistic approach to the wealth management needs of our clients, based on an exhaustive discovery of their assets, objectives and time horizon.

Our aim is to ensure that decisions made about investments, retirement, insurance and estate planning are aligned in such a way that our clients are positioned to realize all their financial goals - immediate, medium and long-term. Michael then designs and implements investment strategies and solutions to ensure that clients have a high degree of probability of reaching these goals.

Michael believes in a systematic, scientific, unsentimental approach to investing. His objective is to deliver exceptional investment fund performance while protecting capital, building assets, and rigorously managing risk.

Creating robust and imaginative tax-efficiencies is just one of Michael's specialties, structuring those efficiencies into a custom-tailored strategic financial plan designed specifically for each client he advises.

Building and protecting wealth is fundamental to Michael's approach, one he applies with equal rigor to the individuals, families and business owners whose financial interests he manages.

Michael is particularly adept at helping his clients handle transitional periods in their lives - retirement planning, business succession and sale, and inter-generational wealth transfer being just three of many examples.

Married for 16 years with two young sons, Michael's interests -in which he coaches his sons - include golf, soccer, ball hockey, chess and Sudoku.

Michael Dodd

Associate Investment Advisor

604-257-7409 | Email me


With RBC Dominion Securities since 2008, Michael's principal role is to assist Michael Favaro in designing, planning and implement investment strategies and solutions for clients of the Favaro team. Michael works closely with Michael Favaro and our team of analysts to ensure that each and every investment within our portfolios aligns with our clients' overall goals. Michael is particularly interested in stock selection, trading, research and strategic asset allocation and he currently working on his Certified Investment Manager (CIM) designation.
 
Michael strongly believes in active management and strategic asset allocation. He and Michael Favaro are forever looking for ways to take advantage of market inefficiencies by rebalancing portfolios in a systematic fashion.

Married to wife Alexis, and daughter Avery, Michael enjoys playing golf and soccer. He was a member of the Canadian Olympic Soccer Team (1990-1992), coaches his daughter's soccer team, and was inducted into the Manitoba Sports Hall of Fame in 2008.

Sharon Forbes

Associate

604-257-7480 | Email me

Our primary client service coordinator in charge of all administrative matters, Sharon competently handles all inquiries relating to appointment bookings, cheque requests, bank deposits, payment changes, forms, statement interpretation, tax receipts and more.

Sharon is licensed to place equity and mutual fund trades in all currencies. A member of the team since 2000 and a member of the finance industry since 1988, Sharon has completed the Canadian Securities Course, Professional Financial Planning Course, Conduct and Practices Handbook, and various courses in the banking industry that reflect her dedication to the success of the Favaro team.

Married with two daughters, Shayna and Chelsea.

Anita Datt

Associate

604-933-5371 | Email me

Anita has been a financial services professional since 2004, working in various roles with RBC and other IIROC-licensed member firms in the Lower Mainland and abroad. She is licensed to place equity and mutual fund trades in all currencies and assists Sharon with all client-related inquires. Committed to ongoing professional education that supports her client service, Anita has completed the Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials, and plans to continue on with her studies.

 

Anita’s positive and friendly attitude makes her an invaluable team member. Her breadth of experience and knowledge help ensure expert execution and peace of mind for our clients. She resides in Coquitlam with her spouse, Dallas, and the little joy of their lives– their chocolate lab Monty.