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Senior Investment Advisor
With over 25 years of financial planning and investment management experience in the financial services industry. Carlo Blandi brings a wealth of knowledge and insight to his role as a Senior Investment Advisor.
Carlo is responsible for all aspects of portfolio management including reviews, implementation of investment strategies, life insurance solutions and Will and Estate planning. Carlo primarily works with high-net-worth individuals and families such as executives, inheritors, pre-retirees, and retirees. He also works with several business owners and entrepreneurs in the Greater Toronto Area (GTA) to ensure their business thrives through every stage. Lastly, Carlo can provide has access to in-house RBC specialists to help build a strategic plan that reflects an organization’s complex goals and objectives. Corporations and family foundations are carefully guided to ensure their assets are managed more effectively.
Known for his client-first philosophy, Carlo takes pride in building lasting relationships based on trust, transparency, and consistent results. With RBC being the leader in wealth management in the industry, Carlo is supported by their equity advisory group, fixed income team, and portfolio advisory group who has a proven track record providing portfolio ideas and recommendations.
Carlo graduated from York University with a degree in economics and is married with two children. Carlo lives in Etobicoke with his wife Jennifer and two children (Noah and Eliana) and is very active in his community. Away from the office, Carlo enjoys walking his dog Oreo, hands-on gardening, and uncovering new food and restaurants this city has to offer.
Associate Wealth & Investment Advisor
As an Associate Wealth & Investment Advisor, Dan is a lead point of contact for several clients’ and meets continuously to have a true understanding on what motivates and inspires them. Dan primarily works with high-net-worth individuals, business owners, and young business professionals who want to engage in growing their family’s wealth.
After graduating from the University of Guelph with a Bachelor of Commerce degree specializing in Economics and Finance. Dan spent 7 years working with a large investment team under one of the top female advisors at another bank-owned financial institution. This advisor gave him the opportunity to enter the industry and work endlessly to gain a complete understanding on the importance of long-term wealth planning. During this time, Dan earned numerous financial industry designations such as the Chartered Investment Manager (CIM®), the Fellow of CSI (FCSI®), and is a Certified Financial Planner (CFP®) professional. Dan became licensed in life, accident and disability insurance in 2017.
In 2019, he joined RBC Dominion Securities and has been a key member of two large investment groups at the Etobicoke branch. With over 12 years of wealth management experience and his credentials, Dan is well equipped to advise clients and their families on holistic wealth management. He regularly speaks with clients to discuss wealth strategies, investment recommendations, and in-depth financial planning projections. Dan leverages the strength, experience, and expertise of the most qualified partners both internally and externally to personalize solutions for his clients and their families.
Dan prides himself on developing strong relationships with clients and delivering an enhanced level of service. Dan says, “putting the client first is always at the top of his mind”.
Dan lives in Etobicoke with his wife Shannon and daughter Tessa. Away from the office, Dan enjoys staying active in the True North Hockey League, Toronto Sport & Social Club, and Swansea Tennis Club.
Associate
Robert joined our team here in November of 2023 and brings wealth management experience from working at the Toronto branch for the past 4 years. Robert graduated from Toronto Metropolitan University (formerly called Ryerson University) back in 2009 with a Bachelor of Commerce degree in Finance.
Prior to joining RBC Dominion Securities in 2020, Robert worked in wealth management with a major bank and has over 12 years of experience in financial services. Robert is fully licensed for trading and has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and WME (Wealth Management Essentials).
Ivy joined our team here in June of 2025 and brings wealth management experience from working at the Beaches branch over the past four years. Ivy graduated from Western University in 2018 with a Bachelor of Arts specializing in Financial Economics.
Prior to joining RBC Dominion Securities in 2021, Ivy worked as a Banking Advisor, and Bilingual Client Representative at a major bank. Ivy is fully licensed for trading and has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and IFC (Investment Funds in Canada).
Away from office, Ivy enjoys spending time with her husband Vince and daughter Audrey.
Katarina joined our team here in June of 2025 and brings wealth management experience from working in business development of advisor channel sales at RBC. Katarina graduated from Mohawk college, with an Advanced Diploma in Business Administration in 2019. Katarina also graduated from Toronto Metropolitan University (formerly called Ryerson University) with a Bachelor of Commerce, specializing in Business Technology Management in 2022.
Katarina has earned many financial industry designations such as the CSC® (Canadian Securities Course), CPH® (Conduct and Practices Handbook) and WME (Wealth Management Essentials).
Away from office, Katarina enjoys traveling with her husband, and spending time with their three cats.
