Financial Planning Specialis
Grant attended Concordia University in Montreal where he completed a Bachelor of Commerce degree. He holds three financial planning designations, a Specialist designation from the Trust Institute, and is working towards his TEP designation with the Society of Trust and Estate Practitioners.
Grant has 20 years of progressive experience in various roles within the financial services field, including 14 years with RBC. He also provides support to the Financial Planners Standards Council of Canada as a subject matter expert and has been teaching retirement and estate planning at George Brown College in Toronto.
Over the last three years, Grant has been providing support on tax, legal, estate and retirement planning strategies with us at RBC Dominion Securities. He has also written several articles on these subjects which are part of our firm’s library of financial planning content available to you.
Dominick Hardy, Ca, CFA
Canadian Portfolio Analyst
On specific Canadian securities selection, Dominick is one of my technical experts providing support on Canadian Equity analysis and portfolio structuring.
Holding a CA, CFA, and a Graduate Diploma in accountancy from Concordia University, Dominick brings with him a wide range of industry experience in audit, corporate banking, loan syndication and investment banking. Prior to joining DS, Dominick held the role of Director of Corporate Finance and Treasury Services at a large income trust.
Rajan Bansi, MBA, CFA
U.S Portfolio Analyst
On specific USA securities selection, Rajan is my technical expert providing support on USA Equity analysis and portfolio structuring.
Rajan Bansi joined the Portfolio Advisory Group in 2007 from RBC CM Equity Research where he served as an Associate for nearly 3 years. Prior to joining RBC, Rajan was in a product management role at a buy-side firm covering Canadian equities and U.S. high-yield bonds. Rajan has also served in an investment banking role where he worked with private companies looking to raise capital or engage in M&A. A CFA charterholder, Rajan obtained his MBA from Pepperdine University (Los Angeles) in 2003 and earned an undergraduate degree in economics at the University of Toronto.
Mark Bayko, CFA
U.S Portfolio Analyst
On specific USA securities selection, Mark is my technical expert providing support on USA Equity analysis and portfolio structuring.
Mark earned a Bachelor of Commerce at McGill University, is a CFA charterholder.
