Paul Kuno, CIM, FCSI, CIWM

Vice-President, Portfolio Manager & Wealth Advisor

905-332-2585 | Email me

Paul specializes in the clients overall wealth strategy by working with internal and external professionals to create a unified financial plan. In addition, Paul manages asset allocation decisions and oversees custom portfolio design.

 

Paul began his career in the investment industry in 1996. Paul has completed rigorous education requirements to achieve the Portfolio Manager designation enabling him to provide clients with discretionary investment management services. Paul has also achieved the Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Certified International Wealth Manager (CIWM) designations. He is a graduate of University of Guelph with an Honors BComm. degree.

 

Paul and his wife Vicky are working on a never ending bucket list now that their children, Jessica and Evan are in full-time University. Paul is an active member the Burlington Oldtimer Hockey Club, Bruce Trail Society, and Canning Lake Property Owners Association and proud supporter of many charitable efforts including Carpenter Hospice and Joseph Brant Foundation.

Darren Gillis, BBA, FCSI, CIM

Associate Wealth & Investment Advisor

905-332-2586 | Email me

Darren focuses on working with clients to create long-term, personalized financial plans in addition to overseeing the portfolio design and implementation.

 

Darren is a Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI) and Financial Planner. Since 1999, he has been serving high-net-worth investors and their families. Prior to joining RBC, Darren worked with Citibank Canada in their Information Technology group working closely with their executive team. He graduated from Brock University in 1999 with a BBA in Finance.

 

In his free time, Darren enjoys coaching hockey and playing hockey, golf, travel, and has a passion for cars. He donates time to many local charities including past Chairman for Big Brothers Big Sisters of Burlington. He lives in Burlington, and is a dedicated father to his young son.

Denyse Roberts

Associate

905-332-2584 | Email me

Denyse is a graduate from the Banking and Wealth Management program at Sheridan College. Committed to ongoing professional education, Denyse has completed the Canadian Securities Course and Conduct and Practices Handbook courses.

Denyse's main focus on the team is to respond to client requests in a timely and accurate manner. She is able to help clients with appointments, wire transfers, cheque requests, online account access and other administrative needs.

Outside of the office, Denyse enjoys playing soccer, going for hikes on the local trails with her dog and attending live music and sporting events.

Alicia Farhat

Associate

905-332-2596 | Email me