Mobile RBC
Banque Royale du Canada FREE - On Google Play
Banque Royale du Canada
Télécharger sur l’App Store
Senior Portfolio Manager
Rachel is a Senior Portfolio Manager at RBC Dominion Securities with over twenty years of experience in investment and wealth management. Her strategic approach centres on planning and discipline, built on a foundational understanding of the importance of critical thinking in the investment market and maintaining a rational and objective perspective on market changes. Her goal is simple: to help you grow your portfolio and preserve your wealth.
She earned the Chartered Investment Manager designation through the Canadian Securities Institute, demonstrating her advanced industry knowledge and skills. She also holds a Bachelor of Commerce, specializing in Finance, from the University of British Columbia.
Her personable and approachable style is broadened by her interests outside of work, which include reading, embracing an active lifestyle, practicing yoga, and expanding her horizons through travel.
Fluent in English, Mandarin, and Cantonese, Rachel welcomes clients from diverse backgrounds. She looks forward to having conversations with you in your desired language.
Associate
Josie has been an integral part of Rachel’s team at RBC Dominion Securities since 2018. As an Associate, she handles administrative functions and information requests and provides timely follow-through to ensure clients have what they need. She enjoys being part of a team that helps clients gain peace of mind about their future.
Josie embodies the team's values through her strong work ethic, attention to detail, and caring spirit. Prior to joining the financial industry, Josie worked in quality assurance, where she honed her skills in problem-solving, record-keeping, and process compliance. She holds a Bachelor of Science from the University of British Columbia.
She can provide you with service in both English and Mandarin.
Lily joined RBC Dominion Securities in 2023, adding her proactive attitude and positive energy to Rachel’s team. Her desire to help people led her to start her financial service industry career in 2019. Since then, she has developed her client service skills and broadened her knowledge.
Working collaboratively with Josie and Rachel, Lily diligently assists clients with onboarding and administrative requests. She graduated from the University of British Columbia with a combined major in Economics and Mathematics and has supplemented her education by completing courses through the Canadian Securities Institute.
Lily can accommodate your requests in English, Mandarin, and Cantonese.
