Our team

Roland, specializes in working with professionals, executives and business owners to offer an integrated approach to the design of their wealth management plans.

With over 20 years of experience, spanning the banking, insurance and asset management industries, he provides the perspective and full transparency every client deserves. Before joining RBC, Roland was the Chief Investment Officer for the Canadian division of an international trust company and brings the unique insights he gained from that experience to the portfolios he manages on behalf of his clients.

Roland is a Certified Financial Planner (CFP) and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

When Roland is not spending time hiking with his family in the great outdoors, he enjoys cycling near his home in Flamborough.