Todd Higgins, MBA, CFA

Portfolio Manager

902-567-8509 | Email me
902-567-0576
1-866-584-2940


Todd joined the investment industry in 1999.  Since that time he has gained the trust and confidence of his clients by providing prudent Investment Counsel.  Todd is a graduate of both St. Francis Xavier University with a Bachelor of Business Administration and St. Mary's University with a Masters of Business Administration.  Committed to professional development, Todd received the Chartered Financial Analyst designation in 2001.
 
Before joining to RBC, Todd spent his career working for Scotia Cassels Investment Counsel and TD Private Investment Counsel.  During that time he managed investments on a discretionary basis for Private clients, Estates and Trusts, Institutions, Foundations and Charities.  This experience has allowed him to be recognized and licensed as a Portfolio Manager.
 
Todd is currently the Membership Chair for the Atlantic CFA Society.  In addition, Todd teaches senior level finance courses at University and has taught the Canadian Securities Course to new investment professionals.
 

Lisa Mercer

Associate

902-567-8526 | Email me
902-567-0576
1-866-584-2940

Lisa graduated from Cape Breton University with a Bachelor of Administration in 2012 and is working towards completing her Masters of Business Administration. She has successfully completed the Canadian Securities Course and the Conduct & Practices Handbook. Lisa also brings with her administrative and customer service experience from different industries. 
 

In addition to issuing wire transfers, cheque requests and opening accounts, Lisa handles all administrative requests for clients of Higgins Wealth Management at RBC Dominion Securities. Her attention to detail, strong administrative skills and professionalism make her an integral part of both the team and the RBC Dominion Securities name. 

She will be happy to help you with all the administrative needs of your account.