As an Associate Advisor, Brett plays a key role in executing the investment strategies Paul has developed for his clients and works closely with Paul to provide exceptional client service daily. He also provides administrative support and collaborates with internal operations departments to ensure requests are handled quickly and accurately. Brett prides himself on acting with honesty and integrity and is dedicated to the well-being of clients and colleagues.
A graduate of the University of British Columbia, Brett completed a Bachelor of Commerce Degree with a specialization in Finance, holds the Chartered Investment Manager (CIM®) designation and is pursuing the Certified Financial Planner (CFP®) designation. Alongside his B.Com degree, Brett also completed a concentration in Sustainability from the University of British Columbia and has a keen interest in Responsible Investing (RI) and Environmental, Social and Governance (ESG) investments. Brett joined RBC Dominion Securities in 2021, bringing four years of previous experience working with both retail and institutional clients in the investment industry.
Brett was born and raised in Saskatoon, Saskatchewan and moved to British Columbia in 2014. He currently lives in Squamish and enjoys trail running, weightlifting and spending time with his partner, Nadia, and their dog, Louie.
