Ian Po, MBA, CIM

Vice-President, Portfolio Manager & Wealth Advisor

905-764-5596 | Email me

With 25 years of industry experience, Ian co- founded the PFP Group in 2000. As the senior partner, Ian is responsible for leading the strategic direction of the firm. He plays a key role in investment management and is always looking to create a client-centric model in our service offering.

As the leader of a group of high-level professionals, Ian gauges his own success with the satisfaction of his clients. Bringing with him institutional level management experience in dealing with pension funds, corporate treasurers and international investors, Ian used his knowledge to build a motivated and dynamic team that not only invests well but also communicates well.

As a Portfolio Manager, Ian has extensive knowledge in fixed income, derivatives, risk management and yield enhancement. His 3-year assignment in Singapore has helped him to gain many insights into the macro-global financial markets. Furthermore, in working with various financial teams, Ian developed his expertise in making tactical investments and designing asset allocation strategies. He enjoys seeing his clients’ hard-earned capital being invested in the most efficient and effective manner.

As a veteran in the financial services industry, Ian holds professional designations including Canadian Investment Manager and Portfolio Manager. He also earned an Engineering degree and a MBA. In his leisure time, Ian enjoys golf and skiing.

Nancy Trinh

Associate Advisor

905-764-1264 | Email me

Nancy joined The PFP Group of RBC Dominion Securities in 2018 and brings over 10 years of experience in the financial services industry to our team. She is licensed to trade investments and is well-qualified to offer you personalized investment and financial advice. Prior to joining the team, she held positions in auditing, compliance and sales. She brings extensive experience in regulatory and operational matters . Nancy is responsible for the day-to-day client requests, portfolio administration and management and trading. She prides herself in providing top-tier service to clients in a personable and professional manner.

Nancy attended Ryerson University where she earned a Bachelor of Commerce degree, majoring in finance. Outside of work, she enjoys spending time with her husband and two young children.

Jared Shier

Administrative Assistant

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Jared was a graduate of Western University in 2015 under the Dean’s Honor list with a degree in Global Development and Economics. Prior to joining RBC Dominion Securities, Jared worked in the commercial real estate industry providing financial analysis, customer service and relationship management.

In his current role, Jared supports the team to carry out investment portfolio analysis including our Private Investment Management (PIM) modeling, rebalancing, risk management and administration. He also provides support for the team’s operations, supporting clients’ administrative needs on an ad hoc basis.

In his spare time, Jared enjoys reading, biking and spending time with family and friends.