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Senior Portfolio Manager & Wealth Advisor
Samuel provides a comprehensive range of services to help you build and protect your wealth. After earning his Master of Commerce in the UK in the 1990s, Samuel joined the finance industry and was soon recognized for his ability to enhance his clients’ positions. He has acquired the designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM).
One of a very select group of highly qualified advisors, Samuel offers discretionary portfolio management services through Private Investment Management. He harnesses his breadth of experience, expertise, and credentials to ensure sound advice, expert execution, and peace of mind for high-net-worth clients who require solutions for broad and complex wealth management needs.
Associate Investment Advisor
Peter joined RBC Securities in 2011. As an Associate Investment Advisor, he conducts in-depth technical and fundamental analyses of companies and investment products to support our team’s portfolio management.
An advocate for lifelong education, Peter is a Chartered Financial Analyst (CFA) charterholder. He holds a Master of Finance from the Schulich School of Business at York University and a Bachelor of Business Administration in Finance and Marketing from the George Washington University School of Business. Peter believes wise investment decisions must follow disciplined studies and cautious risk management.
Associate Wealth Advisor
Catherine has been with RBC since 2013 and joined RBC Dominion Securities as an Associate Wealth Advisor in 2023. Over her 14 years in the finance industry, she has honed her account monitoring and client service skills. A York University graduate, she holds an Honours Bachelor of Administrative Studies in Finance.
She is the liaison between our team, clients, and Family Office Specialist partners, who complement our service with specialized retirement, financial, and business planning. Catherine also manages our myGPS™ offering, which provides a personalized projection of your financial future and actionable steps to help you achieve your goals.
Business Development Lead
Terry brings substantial experience to the financial industry, excelling in serving high-net-worth clients globally. Her track record includes managing complex portfolios and offering strategic counsel, establishing her as a trusted advisor.
As a Business Development Lead, Terry collaborates with RBC specialists, ensuring that wealth solutions are not only financially sound but also tailored to each client’s unique preferences and aspirations. Her career reflects a blend of financial acumen and a dedication to fostering genuine connections, setting her apart in the competitive financial landscape.
