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Senior Portfolio Manager & Wealth Advisor
Born in Montreal and raised in Toronto, Robert is a graduate of the University of Toronto, majoring in Economics and Commerce. He joined the financial services industry in 1996 after a seven-year professional CFL career with the Edmonton Eskimos and Winnipeg Blue Bombers.
Robert has been with RBC Dominion Securities for over 21 years, achieving several distinguished investment designations and appointments reserved for the firm’s top-performing advisors.
Robert’s clients value his trustworthy guidance, disciplined approach, and dedication to the highest quality service. Using an integrated wealth management process and a conservative investment discipline, he prides himself on helping his clients reach all of their financial goals.
Wealth Advisor
Born in Harare, Zimbabwe, Chris has an impressive international outlook in his investment approach and his day-to-day life through his global career in the investment industry. He joined the industry as a money market dealer and portfolio administrator in 1981 before moving to South Africa in 1987. Since then, he has held various positions, including consultant with an insurance and financial services firm, insurance broker focusing on investment and risk planning, and senior financial planner for the oldest trust company in the world.
Chris is also a Certified Financial Planner (CFP) and Fellow of the Canadian Securities Institute (FCSI), two of the most sought-after designations in the financial planning industry. Under stringent rules, holders must maintain continuing education credits to stay current. These prestigious titles provide and ensure unparalleled leadership, integrity, commitment, and dedication to clients.
Chris's extensive experience is instrumental in shaping his long-term and conservative approach, which focuses on the growth, tax minimization, and long-term preservation of wealth. Since joining RBC Dominion Securities in 1996, Chris has built a successful advisory practice dedicated to quality service and taking pride in helping affluent clients reach their financial goals.
Associate Wealth Advisor
Eunice has been in the financial services industry since 1980. Today, Eunice oversees the wealth management process, coordinating meetings and discussions with our extended team of wealth management services specialists. Working closely with the rest of the team, Eunice helps clients execute and follow up on their wealth planning strategies and opportunities.
Associate
Liam joined RBC in 2019. He holds a Bachelor of Sport Management with Honours and has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH). He is working towards his Chartered Investment Manager (CIM) and Certified Portfolio Manager (CPM) designations. Liam applies his strong technological skills and passion for finance to better serve clients and support Eunice and Kathy with their daily activities.
Kathy brings over 40 years of financial industry experience to the team. In her current role, Kathy works closely with the team to deliver exceptional client service. She is responsible for client documentation and account administration. Kathy is often the first point of contact for all our new clients, guiding them through every step of the process.
