Cody, who recently joined RBC DS is an integral part of Mike’s wealth and investment management team. His responsibilities are numerous and include executing both portfolio management trades and changes in mandates. He handles client service requests, initiates and accepts transfers, and fulfills all documentation requests. Cody is exceptionally responsive to client inquiries and aims to exceed the expectation of all those he serves. Cody has a Bachelors in Business Administration with distinction from SFU and is a CIM candidate. In his spare time he enjoys spending time with his family, kickboxing and is an avid sports fan.
