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Senior Portfolio Manager and Wealth Advisor
As a Senior Portfolio Manager at RBC Dominion Securities, David has more than 30 years of experience in the financial industry. Together with his team, he helps a wide range of investors, families, and businesses design smart wealth strategies to achieve their long-term goals.
Born and raised in Vancouver, David holds a Bachelor of Business Administration with a concentration in Finance and Accounting from Simon Fraser University. He first joined RBC in 1988 as a Corporate Account Manager at RBC Royal Bank. In that role, he worked closely with corporate clients to provide advice and analysis in developing both lending and investment strategies.
In 1995, David moved from the bank to RBC Dominion Securities, and since then, he and his team have created personalized and optimized investment strategies for their clients. A firm believer in ongoing professional development to provide more all-encompassing support, David has obtained his license to trade options and a Level II Insurance license.
David lives in Anmore with his wife and four children, where he is an active member of various charities. He is also an accomplished marathoner and has competed in many triathlons, including the Ironman World Championship in Hawaii.
Senior Investment Advisor
As a Senior Investment Advisor with RBC Dominion Securities, Andrew has more than 35 years of experience in the legal and financial advisory professions. Located in Vancouver Royal Centre, Andrew’s practice encompasses all facets of financial counsel and portfolio management, with an emphasis on discretionary managed portfolios, fixed income and alternative investments. Andrew is a trusted advisor for companies, not-for-profit organizations, foundations and high-net-worth individuals and families. He works closely with his clients and their accountants, lawyers and bankers to ensure an integrated and comprehensive approach to wealth management. Prior to joining RBC Dominion Securities, Andrew practiced law with a leading international firm as a commercial solicitor representing lenders and borrowers on debt structuring, syndications and related transactions. Andrew is married with three children and is an active member of his church, St. John’s Anglican (Vancouver). He has worked with and served on various Charitable Boards and sub-committees and involved with various charities (both nationally and internationally), an avid golfer, enthusiastic traveler and aspiring surfer.
Associate Investment Advisor
Dax is an Associate Investment Advisor with RBC Dominion Securities who focuses on listening to and advising clients in a way that honours them. He holds a Bachelor of Commerce from Royal Roads University and a diploma in Accounting from the University of British Columbia. If you have any questions about the wealth management services our team can provide, please feel free to contact Dax.
He and his wife, Allison, have two wonderful girls, Hazel and Esme, and reside in Vancouver.
Senior Associate
Erin provides clients with comprehensive support in all aspects related to both Account and Investment Portfolio Management. With an extensive background with both Private Banking and Investment Firms she has an in-depth knowledge of financial management, banking protocol, compliance, administration and operations. As the first point of contact for many issues her primary focus is as a Client Service Coordinator ensuring efficient and timely service and counsel.
Erin holds a BA (University of Toronto), Canadian Securities Course and has been a licensed Associate since 2005. As a dedicated volunteer with Pacific Assistance Dogs, Erin can often be found exploring Vancouver and points beyond with a Service Dog in Training at her side.
Jordan joined RBC Dominion Securities in 2021 and has over 5 years of experience in the wealth management industry. Prior to Dominion Securities, he worked at RBC Wealth Management as a Private Banking Advisor. In that role, he helped foster strong relationships with high-net-worth individuals/families by assisting them with their complex day-to-day banking needs.
Jordan is from Vancouver and graduated from Simon Fraser University in 2019 with a Bachelor of Business Administration (Honours), majoring in Finance and Management Information Systems. Passionate about learning and wanting to enhance his skills, Jordan enrolled into the prestigious Chartered Financial Analyst (CFA) program in 2020 and became a CFA Charterholder in October 2024. He has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and Wealth Management Essentials (WME) courses from the Canadian Securities Institute. His primary responsibilities on the team consist of portfolio construction, asset allocation, research, and trading.
In his spare time, Jordan plays adult recreational ice hockey and enjoys camping, hiking, and catching up with friends.
Assistant
Lauren joined RBC Dominion Securities in 2013 and is involved in our team’s administrative and account management matters. Please feel free to contact her directly regarding your statements, account documentation, and online account access. She is currently continuing her education at Capilano University, working towards a Bachelor of Business Administration.
Outside of work, Lauren enjoys playing soccer, running the Stanley Park seawall, and visiting family on the Sunshine Coast.
Client Experience Coordinator
Sarah is new to the financial industry but has experience as an entrepreneur, running her own business in the entertainment field for the past five years. Excited to be part of our team, she looks forward to providing our clients with the highest possible level of service. Sarah is responsible for ensuring processes run smoothly, supporting clients with answers to their questions, and elevating their experience wherever possible.
Clients and colleagues alike appreciate Sarah’s genuine level of care, friendly, approachable manner, and lively sense of humour.
Associate
With her extensive background in sales at a mutual fund company, Georgia excels at providing the highest possible level of client service. A valuable asset to our team, Georgia thrives on interacting with clients and colleagues, and finds great satisfaction in the collaborative and dynamic environment of our office. Georgia’s current role involves managing various administrative tasks with a keen eye for detail and a commitment to excellence.
Whether she’s following up on client queries or organizing a team event, Georgia’s enthusiasm and people skills shine through. Her dedication and friendly demeanor contribute significantly to our team's success and workplace culture.
Georgia graduated from the University of British Columbia with a Bachelor of Arts in Political Science. Outside of work, she enjoys spending quality time with family and friends, and has a passion for baking and cooking.
