Blake Robertson

Investment Advisor

604-535-3838 | Email me

Blake is an options licensed advisor educated at the Vancouver School of Economics at University of British Columbia. Since building his practice at RBC Dominion Securities in 2010, Blake provides his clients with sound advice and quality service. His practice is built on four core principles: hard work, dedication, consistency and service.

When it comes to investment management, Blake's primary objectives are to grow long-term wealth, preserve capital and maintain a diversified portfolio. He takes a collaberative approach to portfolio management by working with his cilents to expand their knowledge as investors, and address any concerns they may have about the future so they can rest easy.

Blake is also dedicated to providing comprehensive wealth management to his clients by leveraging the experience and expertise of his specialized team members. With collaborative thinking, Blake Robertson's team will build financial plan that will allow you to achive your financial goals.

Brad Coutts | CA Financial Planning Specialist Wealth Management Services Brad is a Chartered Accountant (CA) and has completed all 3 levels of the Canadian Institute of Chartered Accountants (CICA) In-Depth Tax Course. He has a Bachelor of Commerce (majoring in Finance and Accounting) from the University of British Columbia and prior to joining RBC, Brad was a manager at one of the big-four public accounting firms where he had a broad range of tax planning and compliance experience, including mergers and acquisitions. As a Financial Planning Specialist, Brad's role is to work with and support our clients who want additional consultation regarding their specifc business and personal financial situations. As part of Brad's dedication to constant improvement he is also pursuing additional designations to consistently provide the highest level of financial planning we can offer.
Dana George | LL.B Will & Estate Consultant Dana obtained her Bachelor of Social Work degree from the University of Calgary in 1999 and earned her Bachelor of Laws degree from the University of Calgary in 2002. She was called to the Bar in Alberta in 2003 and in British Columbia in 2005. Prior to joining RBC Dominion Securities, Dana practiced law in Calgary, Lake Country (Kelowna) and Vancouver. Dana was also a litigator at a mid-sized law firm in Calgary. She started her own practice in Lake Country when she moved there in 2005, which consisted of estate planning, realestate development and conveyances in addition to small business corporate matters. Dana is a member of both the Alberta and British Columbia Law Societies, the Canadian Bar Association Wills and Trusts Sections and a member of the Professional Women's Network.
Arne J. Perrin | B.Comm (Hons), CFP Estate Planning Specialist Specializing in estate planning, Arne provides solutions to various wealth management issues using insurance-based strategies. Arne can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation today and at death. He can also assist you in structuring your insurance contracts to ensure your wealth is transferred to your heirs in accordance with your wishes. To help you receive high-quality, cost-effective insurance solutions, Arne evaluates various insurance offerings from Canada's top-ranked insurance providers.
Doug Waymark | CFP, FMA Financial Planning Consultant Wealth Management Services RBC Dominion Securities Inc. Doug brings more than 30 years of experience in finanical services to his role as a Financial Planner. Experience has honed his ability to see clients successfully negotiate each stage of their financial lives. We believe that a financial plan is extremely valuable in helping you achieve your goals for overall long-term financial well-being. Doug is here to help our clients by providing them with a clear picture of where they are now and create a tax efficient strategy for what our clients need to do, to have peace of mind for the future. Doug is also active in the community as a member of the Semiahmoo Rotary Club.