Rachel believes that with a thorough understanding of your current financial circumstance, requirements and objectives, she and her team can recommend the best strategy to help meet your short and long-term financial goals. As an Investment Advisor & Financial Planner, she is passionate about understanding all aspects of your financial health to provide you with all-encompassing investment advice, as well as additional wealth management expertise through her extended team at RBC Wealth Management. From cash flow to credit management, retirement planning and insurance and estate planning, Rachel and her team can help.
Rachel has been working in the financial services industry since 1990, and began her financial planning career in 2000. She graduated from York University with a Bachelor of Administrative Studies degree with Honours in Human Resources in 2000. While studying at York, she also completed industry courses such as the Canadian Securities Course and Personal Financial Planning Course. This lead to her attaining the Certified Financial Planner designation in 2004, which is the industry gold standard in financial planning. Rachel also obtained the Registered Retirement Consultant designation in 2010. She is passionate about using her knowledge and expertise to provide a superior level of service to her clients.
Rachel obtained her Life Insurance license in 2015. In addition to stock and mutual fund recommendations, this allows her to provide advice on life insurance, accident and sickness insurance and insurance-related investment products including annuities and segregated funds. Rachel feels this is a very important part of preserving, protecting and transitioning your wealth.
Rachel’s services and team are also backed by the strength and resources of RBC Dominion Securities, Canada's leading provider of wealth management services. For over a century, private investors have turned to RBC Dominion Securities to help them achieve their financial goals. Today, the firm is trusted by 420,000 clients across the globe.
Rachel has been an Etobicoke resident all her life, where she currently lives with her husband, Domenic, and their two sons. In her spare time, Rachel is very involved with her children’s extra-curricular activities.