Michael E. Murphy, CIM, FCSI

Vice-President & Portfolio Manager

902-421-0065 | Email me

Mike was born in Sydney, NS. He graduated from St. Francis Xavier University in 1983 with a Bachelor of Business Administration degree, and shortly afterwards he moved to Halifax to begin his career in the investment services industry.  In 1987 he was awarded the designation Fellow of the Canadian Securities Institute (FCSI), and one year later he achieved the title of Certified Investment Manager (CIM).  Mike’s steady, conservative approach to serving the needs of his clients was rewarded in 1999 when he achieved the designation of Associate Portfolio Manager (APM).  In September 2008, Mike was appointed as a Vice-President of RBC Dominion Securities.  Today, as a licensed Portfolio Manager, Mike has one of the highest designations available in the investment industry, and maintains a steadfast commitment to the highest standards of ethics and professionalism.

Representative of his integrity and expertise, Mike has been appointed twice to represent his peers in the Atlantic Provinces on the Dominion Securities Advisory Board (DSAB), from 2000-2002 and 2013-2016.  The DSAB is a group of ten Advisors from across the country that meets regularly to share their input for enhancing business operations and improving the client experience.  

Mike’s wife Wendy is a nurse at the IWK, and they live in Halifax with their four children and their dog Caper.  Mike places high priority on community involvement and is an active fundraiser for the IWK Children’s Hospital, and also served on the board of VON of Halifax for six years.  Mike is very active in local hockey as both a player and a coach.  He has coached his own kids as well as various teams over the years and is currently the head coach of the Citadel High School Phoenix hockey team.

David Holder, CFP®

Associate Advisor

902-421-0269 | Email me

David began working in the financial services industry in 1999 shortly after graduating from Dalhousie University with a Bachelor of Arts in English.  Prior to joining RBC Dominion Securities in 2014 he worked at RBC Royal Bank where he was a financial planner for 12 years.  David obtained his Personal Financial Planner (PFP) designation in 2002, and his Certified Financial Planner (CFP) designation in 2003.  David works closely with Mike in maintaining client relationships, as well as assisting Mike in the day-to-day management of your investment portfolio and in interpreting and executing your wealth management needs and goals.

David lives in Bedford with his wife Iashi and their two children.  

Shelley Firlotte


902-421-8926 | Email me

Shelley is a Bachelor of Commerce graduate from Saint Mary’s University, with a major in Finance. She has been in the financial services industry since 1993 with both RBC Dominion Securities Inc. and its predecessor company. Shelley completed her Canadian Securities Course in 1994. Shelley’s responsibilities are administrative in nature, including but not limited to depositing or withdrawing funds, setting up online viewing of your accounts, inquiring on transactions or tax reporting. From 2007 to 2011, Shelley was appointed to represent her peers in the Atlantic Provinces on the Associate Advisor Board (IAAB). The mandate of the committee has evolved over the years, but its primary function remains: to pass on the concerns of Associates & Assistants as they relate to Operational & Training issues. As a representative body of our peers, the IAAB is consulted on Operational initiatives that impact client service to obtain feedback drawn from our unique perspective.