Shaylene assists Steve with portfolio management, preparation of portfolio proposals, wealth management solutions and she often relays Steve’s financial advice and recommendations to clients.
A Carleton University graduate, Shaylene started her career at RBC Dominion Securities in 1993 and joined Steve’s team in 2001. Like Steve, Shaylene has completed the Canadian Investment Manager and Professional Financial Planning courses. In 1997, she became a Fellow of the Canadian Securities Institute (FCSI), among the highest honours in Canadian financial services.
