Danielle M. Slavin, CFA

Portfolio Manager

604-257-3204 | Email me

Danielle received her Bachelor of Commerce, majoring in finance, from Concordia University in 2007. Immediately following graduation, she began pursuing her Chartered Financial Analyst (CFA) designation, which she completed in 2011 while working for a discretionary investment firm. This was a very influential time for her to join the investment industry as it gave her front line experience on how major market events such as the 2008 financial crisis can impact planning and retirement.

Danielle is actively involved in her community and commits her time to helping various charities. She served as a Director for the Association of Women in Finance (www.womeninfinance.ca) from 2012 to 2017, including serving as President of the board from 2015 to 2016. Having had the opportunity to lead a board was incredibly gratifying for Danielle not only for the impact the organization had, but also for the many relationships that were built during her tenure. Today, Danielle continues to engage and assist with many women-focused charities as a liaison for RBC Dominion Securities.

When not working or volunteering, Danielle dedicates her time to sports and her dog: a 14 year old German short-haired pointer. Her primary sport is soccer and she continues to play competitively for a Vancouver-based women’s team. Beyond soccer, she loves cross-country skiing, hiking, running, and lacrosse.

Roles: lead client servicing, planning, and portfolio management activities

Brent L. Nichols, CFA, CFP

Vice-President & Portfolio Manager

604-257-3216 | Email me

Brent began his finance career in 1990 in corporate banking after completing his Bachelor of Commerce degree from the University of British Columbia. After almost ten years of helping businesses grow, he moved to a discretionary investment management firm in 1999. As Brent was working on his Chartered Financial Analyst (CFA) designation at the time, he could now apply his learnings to his new job. This transition also allowed Brent to continue to work with many similar clients as business owners and their families transitioned to retirement. He soon discovered that clients were also very concerned about broader planning for their families. Since planning goes hand in glove with investment management, Brent became a Certified Financial Planner (CFP) to better understand families’ needs and provide advice. He is a member of the Purposeful Planning Institute in order to stay connected to thought leaders in the financial planning industry in North America. Today at RBC Dominion Securities, Brent is a member of the firm's esteemed Top Tier Director’s Council.

Brent and Danielle live in North Vancouver with Brent’s daughter, Ally. Brent has always enjoyed sports and being outdoors, a passion his daughter has acquired as well. This ultimately led Ally to UBC to pursue becoming a biologist. Some of Brent's favourite activities include skiing, mountain biking, hiking and playing soccer.

Roles: lead client servicing, planning, and portfolio management activities

Anita Shin, CFA

Associate Advisor

604-257-3200 | Email me

Anita began her career in finance working with Danielle and Brent in 2012 after graduating with a B.Comm. from the Sauder School of Business at the University of British Columbia. Since joining the industry, Anita has focused on developing her research and trading skills to help the team execute their investment philosophy and administrative tasks. She has also been diligently pursuing her Chartered Financial Analyst (CFA) designation and officially earned her charter in 2018. In the office, what separates Anita is her attention to detail and dedication to clients. She is careful and methodical in everything she does and will go above and beyond to ensure a good outcome for everyone involved. In 2016, she was the recipient of the Award of Excellence from RBC.

Outside of work, Anita is an avid hiker and can be found exploring the local trails along the Sea to Sky corridor. She loves to travel especially if the destination includes interesting hiking and good food! She recently completed her first marathon at Walt Disney World.

Roles: trading, research and client servicing support

Oskar Rauball, MBA

Associate

604-257-3221 | Email me

Oskar recently joined the team after completing his MBA at the Sauder School of Business at UBC, prior to which he spent several years in the mining industry both in Canada and in Europe. By transitioning into the financial services industry, Oskar hopes to apply his international experience and grow as a wealth management professional. Although he has called Vancouver home for many years, Oskar was born and raised in Germany, where he pursued his passion of music and sports from a young age. In his spare time, Oskar enjoys playing and watching soccer, golf, and exploring the beautiful outdoors Vancouver and the Pacific Northwest have to offer.

Roles: client servicing and planning support

Spencer Wallace

Administrative Assistant

604-665-5141 | Email me

Spencer is beginning his career in the financial industry and transitioning from a sports sales and sponsorship role with the Canucks. There he led the group in sales in the 2016/2017 year. This new focus sees him progressing towards certifications within wealth management as he aims to grow as a professional. Born and raised in Vancouver, he pursued his undergraduate degree at the University of Western Ontario; however, his love for the ocean and mountains brought him back home. At work, he prides himself on his efficiency, accuracy and privacy of client matters as well as the relationship he builds along the way. Outside of work, you’ll find him cycling to the soccer pitch or basketball courts, seeing a live concert or trying a new restaurant.

Roles: administrative support for the team

Giving Back

One common value our team shares is a commitment to the environment. We are guided by this quote from the book "Let My People Go Surfing" by Yvon Chouinard, founder of Patagonia: “We have to tax ourselves and use those moneys to try to do some good”. That’s why Brent and Danielle have committed to giving one percent of their gross revenue to environmental charities annually as founding individual members of 1% For the Planet.

Life Outside of the Office

Brent and Danielle skiing out after a weekend at Journeyman Lodge

Danielle cross-country skiing with Slainte at Callaghan

Brent backcountry skiing in Squamish

Anita exploring Spooky Gulch in Escalante

Oskar crabbing in Burrard Inlet

Spencer in Deep Cove after a hike at Quarry Rock