Michael Sharp, CFA

Portfolio Manager

416-842-3093 | Email me

Michael began his career in the investment industry in 1993 after graduating from Memorial University with a Bachelor of Commerce degree. Recognizing his passion for the financial industry, Michael pursued and received the Chartered Financial Analyst (CFA) designation in 1998 - one of the most prestigious designations in the world of finance.

Prior to joining RBC Dominion Securities, Michael worked for Midland Walwyn, Merrill Lynch, and CIBC Wood Gundy (a result of industry consolidation). While employed with Merrill Lynch, Michael was given the opportunity to spend some time at their training centre in Princeton, New Jersey, where he was educated on the use of investment strategies for high - net - worth investors.

Fortunate to have lived and worked in such countries as Scotland, England, the Philippines, Singapore and Czech Republic, he possesses a unique perspective about the importance of investing internationally that shapes the portfolios he builds for clients.

Michael's education and sophisticated financial experience compliment his skill in wealth preservation and growth for CEO's, business owners, professionals and affluent Canadian families. Michael understands that wealth requires professional attention as it plays an important role in our society. Most importantly, it requires professional attention that acknowledges all your goals in life - not just financial goals.

Michael is married with two children. Outside of the office, he enjoys cycling, spending time with his family and travelling when he can.

James Saunderson

Associate Wealth Advisor

416-842-3222 | Email me

A graduate of Bishop's University, James has gone on to complete the Canadian Securities Course, as well as the Conduct and Practices Handbook. He joined RBC Dominion Securities in December 2005, and became part of The Sharp Wealth Management Group in early 2006. His role bridges both wealth management and client service within the team. As an Associate Wealth Advisor, James is able to assist you with all of your administrative, research, or transaction enquiries. 

Susan Howatt

Associate

416-842-3277 | Email me
416-842-3605
1-800-561-4468

Susan brings more than 25 years of investment industry experience to her role as an Associate with the Sharp Wealth Management team. With a depth of knowledge of securities operations, capital markets and the retail environment, Susan is pleased to be part of a dynamic team and is focused on applying her skills toward the shared goal of helping clients achieve their wealth management objectives. Susan has completed the Canadian Securities Course and is a licensed registered representative.

Ted Chan

Financial Planner

Ted is a Bachelor of Commerce graduate from the University of Toronto and a Certified Financial Planner. He began his career at fee-based financial planning companies servicing affluent clients ranging from corporate executives, small business owners to professional athletes. Ted also holds designations as a Financial Management Advisor, Trust and Estate Practitioner and is a Fellow of the Canadian Securities Institute. Ted's focus is on providing financial planning services for our clients.

 

Prashant Patel

Tax Consultant

Prashant has assisted high-net-worth and ultra-high-net-worth families with tax, estate and retirement issues since 1992. His guidance supports clients in their relationships with their external professional advisors, with whom he frequently interacts.

His expertise includes tax and estate planning for executives, business owners, retirees, sports professionals and individuals with U.S. issues. He also assists individuals facing significant financial events (sale of business, financial windfall, retirement, job loss, moving to Canada, leaving Canada, etc.)

Prior to joining RBC in 1999, Prashant honed his expertise by working as a Canadian and U.S. tax specialist for two of the big four accounting firms in downtown Toronto. Prashant is a Certified Financial Planner, Associate of the Society of Actuaries and member of both the Society of Trust and Estate Practitioners and Canadian Tax Foundation.

 

Peter Mulrooney, B. Comm., MBA, PFP, STI

Private Banker

Peter provides tailored banking solutions to business owners, wealthy families, executives and professionals based on a deep understanding of their personal needs and circumstances.  In addition to top-quality banking and credit solutions, Peter connects his clients with specialists in discretionary and non-discretionary investing, estate planning, trust structures and more through his strong ties with RBC partners in Canada and around the world.

Peter began his career in the financial industry in 1992 after graduating from Memorial University with a Bachelor of Commerce degree.  His experience includes personal and commercial banking, financial planning, finance, and sales strategy.  Peter holds a Master of Business Administration degree from Dalhousie University, Specialist – Trust Institute Diploma (STI), and is an accredited Personal Financial Planner (PFP).

 

Barrington Grey, CFP, CLU

Vice President and Estate Planning Specialist

Barrington’s mission is simple: To ensure that the wealth accumulated in a business or portfolio remains in the hands of the families that created it.

With over 25 years in the life insurance industry and more than 21 years at RBC Wealth Management, Barrington’s remarkable ability to deliver on this promise is based on having the strongest relationships in the business. Clients, along with their tax accountants, have come to rely on Barrington’s specialized knowledge and advice as a recognized specialist on insurance-based wealth enhancement and protection. Barrington can focus on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity, and living benefits solutions. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, tax-efficient insurance solutions, Barrington evaluates various insurance offerings from Canada’s top-ranked insurance providers. Barrington is an accredited Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Barrington is regularly called upon as a featured speaker at national conferences held by leading life insurers and affiliated industry associations.