RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Investment Advisor
Drawing on over 25 years of industry experience, Neil guides his clients toward the future they envision for themselves, their families, and their businesses. As an Investment Advisor with RBC Dominion Securities, he provides sound advice, tailored strategies, and access to a comprehensive range of services to help you build and protect your wealth.
Neil’s background includes progressive roles, including a senior position at one of Canada’s largest asset management firms and pension managers. He harnesses the knowledge and skills he’s acquired to develop comprehensive wealth management solutions for his clients, tailored to their needs, values, and goals.
He fosters meaningful client relationships based on mutual trust and respect. By collaborating with RBC specialists, Neil ensures that even your most complex needs are managed effectively and efficiently. He holds the Chartered Investment Manager designation from the Canadian Securities Institute and is a University of Western Ontario graduate.
Outside of work, Neil enjoys spending quality time with his wife, Teresa, and their two incredible children. He also participates in boxing, road cycling, and running.
Associate
As an Associate, Sam plays a critical role behind the scenes, ensuring efficient and timely administration for team members and clients. She expertly services a wide range of client needs, including processing cheque and wire requests, answering administrative questions, processing account openings and documents, and coordinating tax-related inquiries. Clients rely on her meticulous attention to detail and organizational skills.
Sam has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) and is fully licensed. Her academic background includes a Bachelor of Arts (Honours) from the University of Guelph and a Law Clerk Diploma from Centennial College.
Away from work, Sam cherishes spending time with family, friends, and her beloved dog, Lola. She enjoys reading, golfing, staying fit through regular workouts, and fuelling her day with a strong cup of coffee.
Senior Associate Advisor
Julia delivers a comprehensive wealth management experience that encompasses retirement planning, tax planning strategies, and legacy issues. As an Associate Advisor, she is dedicated to guiding clients through complex financial decisions, providing the support they need to have peace of mind.
Julia has held various positions since starting in the financial services industry in 1995, which helps her ensure your plans are integrated and reflect your specific needs and objectives. She has also experienced the life events many of our clients go through: corporate downsizing, career change, the loss of a spouse, and raising children.
When not assisting clients, she enjoys spending time with family and friends, travelling, gardening, and reading good books.
The first step is a conversation
