Ron began his career in the financial services industry in 1989. Through an extensive banking background Ron has gained a keen understanding of investments. Unlike many others in the Investment field Ron has actual experience managing portfolios of securities. As past money manger with a large financial institution, Ron managed portfolios for high-net-worth individuals and institutional clients. Working within a team, Ron was responsible for managing $450 million in assets deciding which bonds or stocks to purchase for his clients. He has helped clients with a range of investment needs, everything from building wealth through quality equity selections to creating reliable income streams for retirees. After having worked at the Head Office location in Toronto, Ron decided to join RBC Dominion Securities Richmond Hill location in 2008. As the practice grew, so did the trust and the success of his clients - today, Ron serves some of the wealthiest families for RBC Dominion Securities in the country.
In 2009, Ron continued new initiatives to broaden his reach across borders by adding international clients and establishing a close working relationship with some of the most affluent accounting and legal offices in Canada.
Ron is registered as a Portfolio Manager with the Ontario Securities Commission, and as an Investment Counsellor with the Securities Exchange Commission through RBC Private Counsel (USA) Inc.
Ron holds the Chartered Financial Analyst designation. This internationally recognized designation is a testament to Ron’s extensive portfolio management and financial analysis knowledge. This level of expertise along with his tenure managing assets provides him the first hand experience to execute the right investment strategy.
Away from the office, Ron is a member of the Toronto Society of Financial Analysts and the Chartered Financial Analysts Institute. Ron enjoys the outdoors and spending time with his wife and two children
