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We view our clients as a select group of individuals and organizations, with an extensive diversity of backgrounds, cultures, ages and professions. In spite of these differences, each client seeks to achieve financial peace of mind and a lasting advisory relationship. Whether you are a business executive, a retiree, entrepreneur, or an established organization, this team can provide a tailored solution to your specific needs.
Invest for growth, income and wealth preservation using proven investment strategies, custom solutions and a full range of investment products.
Invest on behalf of your corporation and gain access to essential solutions and tactics that can help mitigate your business risk.
Build your capital, protect your savings and expand your income with approaches and solutions designed for each phase of your life.
Shield your estate's assets and make the most of the wealth you pass on by means of fundamental insurance strategies, charitable giving solutions and more.
Gain access to the discretionary service, tailored solutions and individual support you require to effectively manage your assets.
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Senior Portfolio Manager & Wealth Advisor
Michael offers a wealth of experience and a diversified business background as your Senior Portfolio Manager and Wealth Advisor. Originally from Ottawa, Ontario, Michael moved to Vancouver in 2006 to complete his undergraduate degree in Finance, followed by a Master’s degree in International Business from Trinity Western University. Michael then worked in project management in Victoria, B.C., where he gained first-hand experience in business operations before joining RBC Dominion Securities in 2012. This experience served him greatly when working with business owners in his current capacity as a wealth advisor. Michael and his team are highly focused on helping clients build intergenerational wealth and a living legacy through a comprehensive wealth management process. He believes that investment management is just one element of the financial solution, and that a thorough wealth planning strategy is required for all clients. Michael is committed to cultivating strong and transparent relationships with his clients to ensure trust and peace of mind are maintained, as this is the foundation of his business.
Michael holds his Registered Representative license, Life Insurance license and his Chartered Investment Management (CIM) designation.
Associate Advisor & Financial Planner
Born and raised in Vancouver, B.C., Emma attended and graduated from the University of British Columbia with a Bachelor of Arts degree in Psychology. She first joined Michael Lockhart’s team at RBC Dominion Securities in 2014 as an Associate after obtaining her Investment Representative license, and shortly after acquired her Registered Representative license. Emma then earned her Certified Financial Planning (CFP) designation and has since implemented financial plans for all of Michael’s clients to ensure a comprehensive approach is being used when determining suitability for investments. Emma’s focus on tax planning, business planning, retirement planning and estate planning has proved pivotal in dealing with clients' financial affairs, as well as their personal and familial goals. She also liaises with clients’ accountants, lawyers, and bankers as well as other RBC Wealth Management professionals to maintain open communication, efficiency, and all-encompassing solutions. Emma has her Life Insurance license, her Chartered Investment Manager (CIM) designation, as well as her Trust & Estate Practitioner (TEP) designation. She is enthusiastic, team-oriented and dedicated to providing clients with the highest level of service and professionalism.
Associate Investment Advisor
Sawyer grew up in Vancouver, B.C. and is a graduate of the University of Western Ontario with a Bachelor’s Degree in Management and Organizational Studies, specializing in Finance. He started working at RBC Dominion Securities in 2019, earned his Investment Representative license and then joined the Lockhart Wealth Management team in 2021. Sawyer has since completed his Registered Representative license and has obtained his CFA designation. Sawyer has always had a passion for investment management and a keen interest in the financial markets. He is responsible for Portfolio Modeling, Trading and Research and has been instrumental in Michael’s portfolio management and security selection. Sawyer is enthusiastic about his work and enjoys the fast-paced environment here at RBC Dominion Securities.
Associate
Lauren is new to RBC Dominion Securities but has over ten years of experience in client-focused and administrative roles across several industries, including the health and wellness, automotive, and hospitality sectors. She is a strong team player with an eye for detail and an affinity for anticipating the needs of others, making her an integral part of the Lockhart Private Wealth team. Originally from Calgary, Lauren has called Vancouver home for the last eight years. She has successfully completed her Canadian Securities Course and Conduct and Practices Handbook Course, but outside of the office, she can be found exploring the local mountains, browsing the city's stationery stores, and planning her next trip abroad.
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