With over 20 years of experience managing equity and fixed income portfolios for institutional and high-net worth clients, Warren brings extensive investment management expertise to his position with RBC Dominion Securities Private Investment Management.
In leveraging the skills and expertise of RBC Dominion Securities, RBC Capital Markets and RBC Asset Management, Warren is able to design, implement and monitor our clients investment management needs on an ongoing basis. Through RBC Dominion Securities Private Investment Management he has access to a global team of highly credentialed investment professionals who have a keen insight into the importance of managing risk and consistently executing a disciplined investment strategy. His collaborative approach enables him to deliver the right solution to a select group of clients requiring premium discretionary portfolio management.
As a Portfolio Manager and CFA Charterholder, Warrens guiding principles with respect to security selection ensures a discipline to the management of our clients equity and bond portfolios. First, client portfolios are diversified across industry sectors in a way that fits the global economic outlook. Second, there is a focus on high quality companies in each sector that have matched our objective guidelines and cleared our quantitative screening process. Finally, adherence to pre-established rules for making changes to client portfolios avoids the pitfalls associated with allowing trends to extrapolate too far in either direction. His mission is to ensure that each clients investment goals are achieved within a structured and consistent framework.
