Glenn is a Senior Portfolio Manager and Wealth Advisor with RBC Dominion Securities who believes in continuous client interaction and support through the market's ups and downs. He prides himself on excellent customer service and the creation of individually tailored wealth management strategies for clients to ensure they achieve their financial goals.
Planning for, and throughout, clients’ retirement, as well as developing tax-efficient strategies for corporate and non-corporate clients using customized solutions, is integral to a secure financial future. Monitoring progress is also key to any successful plan. Glenn monitors each client's strategy closely through regular reviews.
Glenn offers discretionary and non-discretionary portfolio management services as a Portfolio Manager with Private Investment Management (PIM). To become an accredited portfolio manager, an investment advisor must have extensive experience advising clients and substantial assets under administration. They also must complete rigorous coursework as it is among the highest credentials that investment professionals can achieve.
Having over 35 years of investment experience in the securities markets, venture capital markets, and commercial real estate investment markets, Glenn is also a:
- Chartered Financial Analyst (CFA) Charterholder
- Member of the CFA Institute
- Canadian Investment Manager (CIM) designation holder
- University of British Columbia Alumnus, Bachelor's degree in Economics
