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A team is not unlike an investment portfolio: When composed expertly, it nets more than the sum of its parts. Scott has the expertise to devise the ideal financial picture for you; the rest of the team has the diverse skills and experience to bring it to life. The result is your peace of mind.
Senior Portfolio Manager & Wealth Advisor
Scott brings extensive capital markets and advisory expertise to his clientele as Senior Portfolio Manager & Wealth Advisor. Since 1996, Scott has provided individuals, corporations and institutions with financial advice. Prior to joining RBC Dominion Securities in 2009, Scott spent 13 years as an investment banker. Scott has advised a wide range of leading corporations on over $60 billion in successful mergers and acquisitions and capital markets transactions. Scott has held senior positions in London, England, Toronto and Vancouver with RBC Capital Markets and other leading global firms.
A former naval officer, Scott received his BA (First Class Honours) from The Royal Military College of Canada (RMC) and MBA from The Ivey Business School at The University of Western Ontario. Scott is a CAIA charterholder, a CFA charterholder, a Certified Financial Planner (CFP), a Canadian Investment Manager (CIM) and a Fellow of The Canadian Securities Institute (FCSI). Scott holds Securities, Options, Futures Contracts and Futures Contract Options, Portfolio Management, Financial Planning and Insurance licenses. Scott is the 2013 Winner of the Donald J. Langill Memorial Award and President of the President’s Club for RBC Dominion Securities. Scott is Past Chair of the Dominion Securities Advisory Board (DSAB), is a member of Chairman’s Council and has been a member of Executive Council, Director's Council and President's Club.
Scott is committed to giving back to his community, is active politically, and has served on the Board of Directors of The Canadian Cancer Society, Turning Point Recovery Society and The Vancouver Maritime Museum. In addition, Scott has served on the fundraising committee of Operation Western Front and is a member of Canada Company. Scott and his family live in West Vancouver and they are also members of Hollyburn Country Club and The Royal Vancouver Yacht Club. Scott is an avid alpine and nordic skier who enjoys reading, sailing, squash, tennis, hockey, golf and travel.
Associate Portfolio Manager
Ben’s keen interest in the function of wealth can only be described as innate, a trait that has long been complemented by a strong work ethic. This dual force is what brought Ben to buy his first bond as a youth, and would propel him to pursue investments as both a hobby and a vocation.
Having earned a bachelor degree from the University of Western Ontario, Ben gained experience at another major financial institution managing wealth before taking a role as a private equity investor at an independent firm. “There, I was exposed to early stage investing and got to see a different side of finance,” he says. In 2014, Ben returned to the world of wealth, bringing his specialized and seasoned perspective to RBC Dominion Securities and Murray Private Wealth.
As associate portfolio manager, Ben is the primary relationship manager for some of our clients. Leaning on nearly two decades of industry experience, he carries out and oversees their individualized financial approach. Ben leads regular discussions to review, assess, and adjust clients’ financial pictures on an ongoing basis. He is also responsible for portfolio modelling and investment research. Ben follows the markets every day and performs analyses. Proficient in dissecting and interpreting companies – even when little information is available – he seeks out undervalued stocks and vets them with acute scrutiny. “I like to think and rethink that of which I am convinced,” says Ben.
While a lot of Ben’s know-how comes from experience, including working through several market cycles, he has multiple industry credentials, including the Chartered Financial Analyst (CFA) designation, as well as securities and options licenses.
Ben likes to keep his mind sharp outside of work, too. He advises on the proceedings of two organizations as a board member. He is a passionate investor, in both public and private equities.
Ben was raised in West Vancouver and currently lives with his wife, daughter, and son in North Vancouver. They are actively involved in the community and several charitable organizations. Ben enjoys reading, golfing, skiing, and travelling.
Associate Advisor & Financial Planner
Nathan completed his bachelor’s degree at Acadia University and later earned his MBA from Dalhousie University. For over a decade, he has specialized in providing financial planning and wealth solution services to clients. “Building a trusting and empowering relationship with clients has always been the most fulfilling part of my job.” he says.
Nathan's professional journey has taken him across the globe, including time spent working in Asia and Northern Canada. In Northern Canada, he not only worked with individuals and businesses, but also gave back to the community by volunteering as a firefighter and serving on the board of directors for the Royal Canadian Legion Branch 220. Eventually, Nathan settled in Vancouver and joined Murray Private Wealth in 2025. He is a current member of the Vancouver Toastmasters Club, continually honing his communication and presentation skills.
Nathan brings with him an accreditation as a Financial Planner and is passionate about helping people plan for their future. His dedication to his clients is evident in his personalized approach to financial planning, ensuring that each client's unique needs and goals are met.
Outside of his professional life, Nathan enjoys hiking, skiing, squash, and camping. His love for the outdoors and active lifestyle complements his commitment to maintaining a balanced and fulfilling life.
Associate Advisor
Having emigrated from China as a child, Tracy has a gift for languages, brandishing full command of her native Cantonese as well as Mandarin and English. The daughter of an entrepreneur, Tracy was able to put this unique skillset to excellent use as early as her teens, acting as a translator in business proceedings and negotiations. These experiences proved a seed of financial curiosity that would sprout within Tracy.
The more Tracy learns about finance, the more she wants to know. To Tracy, who holds a diploma of International Business Management from the British Columbia Institute of Technology (BCIT), working in financial services means helping people. “I love the idea of translating what can be complex and intimidating into plain language,” she says, having spent the first four years of her career as a client service representative at the BC Credit Union.
Tracy joined RBC Dominion Securities and Murray Private Wealth in 2021. As our client experience associate, she is a first point of contact for some of our clients, performing administrative tasks like scheduling meetings, handling requests, and updating account documentation. Well versed in thinking on her feet and identifying optimal solutions, Tracy is integral to providing our clients with continued confidence.
Tracy is committed to deepening her investing knowledge through formal education and holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute (CSI). Previously, Tracy completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) also from CSI.
Outside of work, Tracy is passionate about health and wellness, and she enjoys exercising, reading, exploring new restaurants, and traveling.
Backed by more than eight years in the financial services industry, Jenny draws on her considerable organizational skills to take care of client requests and act as the first point of contact for client communications. Before joining Murray Private Wealth at RBC Dominion Securities Inc., Jenny held positions as a Private Client Services Associate and Financial Services Representative at another major Canadian financial institution. In her current role, Jenny is passionate about building trusted relationships with clients and helping them reach their financial goals. Clients and colleagues alike appreciate Jenny’s personalized service, exceptional work ethic and the time she takes to get to know each client in depth.
A graduate of the University of British Columbia, Jenny holds a Bachelor of Arts degree in Psychology. Jenny has completed the Wealth Management Essentials (WME) Course, Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course and is a licensed Registered Representative.
Away from work, Jenny enjoys spending time with family and friends and stays active playing tennis, running, hiking and exploring the outdoors.
Administrative Assistant
With a background in financial services and client relationship management, Kate brings a strong foundation in personalized client care, strategic organization, and attention to detail. Her previous experience in both administrative and client-facing roles has sharpened her ability to manage complex tasks and deliver a consistently high standard of service.
As the administrative assistant for Murray Private Wealth, she plays a key role in supporting clients and operational efficiency. She is responsible for managing calendars, coordinating client meetings, and preparing essential documentation. Kate acts as a central point of contact between clients and advisors, ensuring seamless communication and exceptional service delivery.
Kate holds a Bachelor of Commerce from the Haskayne School of Business at the University of Calgary, where she developed a strong foundation in strategic marketing, financial management, and business operations.
Outside of her professional interests, Kate is passionate about hiking with her dog, skiing, tennis, and trying new restaurants.
