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We are all math lovers and puzzle-solving enthusiasts. We’re passionate financial coaches, relentlessly meticulous strategists, and dedicated learners of new industry best-practices. Our team has the experience, expertise, and network to protect your financial future, yet it’s these ingrained traits – and wealth management approach – that set us apart.
Senior Portfolio Manager & Wealth Advisor
In 1995, Chris began building our practice from the ground up with a service-first, no-stone-left-unturned wealth management approach. What he’s always worked toward – and what has earned him the appointment of Senior Portfolio Manager & Wealth Advisor – is delivering an all-encompassing experience that completely removes the burden of wealth management from your life.
Chris believes “We’re not just members of your advisory team, we’re the coach.” It's just one way Chris likes to describe what we do. “We guide all your professionals – your accountant, lawyer, and others – towards the goals you have for your business and family.” Chris can do that, expertly, because of his broad-reaching industry experience and understanding of the wealth management elements beyond investing. He is adept at playing off of everyone’s strengths, coordinating every facet of your financial life, and keeping you well-informed through regimented follow-up.
For Chris, ongoing professional development has been key to providing up-to-date, well-rounded advice. He has earned the designations of Chartered Investment Manager (CIM), Financial Management Advisor (FMA), and Portfolio Manager – a high honour which enables him to fully remove the stress of managing wealth from your shoulders by making daily investment decisions on your behalf. Chris is also a life-insurance licensed agent, which allows him to provide full-picture, holistic financial advice to his clients, including tax-deferral, risk management and estate planning strategies through the use of insurance. Passionate about developing others, Chris mentors other advisory teams as part of our formal mentorship program, and is a past member of our Dominion Securities Advisory Board. This board, made up of a few, hand-picked, advisors of the firm, works with senior management to enhance the client experience through improved business operations.
Born and raised on the Island, Chris and his wife, Loriann, have deep roots in the community. They delight in contributing volunteer time and resources to several local organizations, including Glenlyon Norfolk School, where their sons, Nicholas and Nathan, attend.
Associate Wealth & Investment Advisor
Bobby knew he wanted to work in wealth long before completing his Bachelor of Commerce degree at Lakehead University. Like the rest of our team, he is a lover of numbers and helping others, which made this industry a clear fit. He started working right after his graduation in 2006, and continually expands on his amassed experience in nearly every area of investment and financial planning.
As a client relationship manager, Bobby leads our team with a shared mantra that wealth management is all about the details. He builds highly customized wealth solutions that are unique to you, working closely with you in order to understand your family, business, and other life priorities, fully. Frequent touchpoints are also important to Bobby because it ensures you remain in-the-know when it comes to your wealth strategy, how it’s being managed, and how it impacts your future.
Bobby and his wife, Jenna, moved to the Island in 2007 from a town that offers a similar slow and comfortable pace – Thunder Bay, Ontario. They quickly fell in love with Victoria together, and can’t picture any other town as home. Bobby and Jenna have two young daughters that keep them very active in the community, and Bobby is also kept busy by some of his favourite hobbies: snowboarding, hockey, and golf. He’s a strong believer in giving back, and devotes volunteer time to local charities like JDRF (Diabetes Research Foundation).
Senior Wealth Advisor and Associate Portfolio Manager
Since joining RBC Dominion Securities in 1999, Jennifer has been dedicated to delivering comprehensive wealth management advice and helping clients and their families achieve their goals. Her informed, diligent and consultative approach, coupled with an outstanding level of service, enables her to provide helpful support for each and every transition of your life. Jennifer's acute awareness of your priorities and attention to detail are unwavering and pivotal in your success.
Jennifer obtained an Honors Business Degree and graduated on the Dean's list of top students from the University of Victoria in 1998. Additionally, Jennifer has obtained the designations of Certified International Wealth Manager (CIWM), Fellow of the Canadian Securities Institute (FSCI), Financial Management Advisor (FMA), and Canadian Investment Manager (CIM). In 2020 she completed the Responsible Investment Advisor Certification (RIAC) and incorporates responsible investment into her investment discipline. During her tenure with RBC, and as a testament to the integrity and quality of her business practices, Jennifer has been accorded the title of Senior Wealth Advisor.
Jennifer is also a life-insurance licensed agent, which qualifies her to advise clients on tax-deferral, risk management, and complex estate-planning strategies through the use of insurance.
Originally from northern British Columbia, Jennifer has called Victoria home since 1994. Growing up with the mountains in her backyard it is not surprising she spends time with her husband and son hiking, camping or rock climbing on the local crags. Jennifer is an award-winning swimmer and is involved in the local swimming community.
Associate Advisor
Laurel got to know the wealth management world at a younger age than most, taking an interest in her aunt’s role on an advisor team. Everything about it excited her – the rapid pace of work, the unique puzzles to be worked through for different client circumstances, and, most of all, the impact of helping others achieve comfort in life through financial peace.
Since joining the industry in 2004, Laurel has never looked back. She takes great pride in helping you achieve more with your wealth, and does so by conducting trades, addressing your everyday questions, and implementing the strategies we design quickly and accurately.
Laurel has always loved math. She obtained a Bachelor of Science degree in cellular biotechnology at the University of Alberta, after which she relocated from her hometown of Calgary to Victoria. Laurel, her husband and their two daughters enjoy taking in everything the Garden City has to offer, from paddling and surfing to camping and hiking.
Associate Investment Advisor
Before joining RBC, Raj worked in various roles in retail banking with a major financial institution. He brings a wealth of experience in helping clients make informed decisions to achieve their goals.
Raj graduated from the University of Victoria in 2016 with a degree in Economics. In order to continue his professional development he is continuously learning and staying up to date with financial markets. He obtained the prestigious Chartered Financial Analyst designation in 2022, which concluded five years of intense studying.
Being born and raised in Victoria, Raj enjoys the outdoors. In his free time he can be found working out, reading, traveling and spending time with his family.
Chelsea is a University of Victoria graduate with a Bachelor’s degree in Economics, Minor in Business and Focus in Finance. Her fascination with and natural aptitude towards wealth management and desire to work in a fast paced environment brought her to RBC Dominion Securities in 2016. She continues to take great pleasure in the dynamic nature of supporting our team, brainstorming solutions together, and maintaining close relationships with our clients.
A Vancouver Island native, Chelsea spends lots of time with her family both in Victoria and at Sproat Lake. She can often be found exercising, hiking, and traveling in her spare time, and is happy to share her recommendations for hidden treasures around the Island.
Client Experience Associate
Another math lover on the team, Allison (or Allie) is passionate about problem-solving all the complex financial needs we assist with. She first honed her skill and efficiency in wealth management at RBC PH&N Investment Council. Eight years later, she made the move to Victoria and our team.
Born and raised in Toronto, Allison earned a Bachelor of Commerce degree at Ryerson University before relocating to the West Coast. In spite of the lack of support for her beloved Leafs, she considers the Island home. Outside of the office, when she's not playing soccer, Allison and her husband, Jon, can be found tending their garden, wandering the woods with their dog, or exploring the coast by paddleboard.
Associate
Winnie graduated from the University of Victoria with her Bachelor of Commerce, specializing in Service Management. She thrives working in a fast-paced environment and enjoys the challenge of a complex problem. After beginning her career in the banking industry, she found herself much more interested in Wealth Management and found a great fit at RBC Dominion Securities. The team welcomed Winnie in early 2022 and are very happy to have her.
Winnie was born in Indonesia and raised in Hong Kong. By far the most linguistically gifted member of our team, she is fluent in English, Cantonese and Mandarin. Winnie moved with her family to Port Alberni, BC in 2008, and has since fallen in love with Canada and Vancouver Island. In her spare time, she can be found exploring all the City has to offer (usually on foot!)
Carlos has a passion for service, finance, and soccer – interests where great teamwork leads to success. His industry experience and commitment to continuous learning motivate him to find the most effective ways to serve clients. Prior to joining our team, Carlos was a Financial Advisor at a wealth management firm in his home country of Colombia. He holds a bachelor’s degree in Finance and International Relations from Universidad Externado de Colombia and a post-degree diploma in Business Administration from Camosun College. Carlos’s expertise and dedication to clients make him an asset to our team.
Fluent in English, Spanish, and Portuguese, Carlos also has a basic level of French. In 2022, he relocated from Colombia to Victoria, where he enjoys spending quality time with his wife, Natalia, exploring the island with two of their kids, and sharing stories with his children Juan Miguel and Ana, who continue to reside in their home country.
Sydney draws on her strong organizational and interpersonal skills to keep us all on track. As an Associate, she is actively involved in all aspects of our team's administration and operations. Continuing her professional development, Sydney is working towards her Chartered Investment Manager designation. Sydney graduated from the University of Victoria with a Bachelor of Commerce in 2022. While attending school, she had the unique opportunity to participate in the Applied Portfolio Management Program. Alongside nine other students, she gained hands-on experience managing $1.5 million in assets – supervised, of course!
Raised in Vancouver, Sydney decided to make Victoria her home base in 2024. Outside of the office, she enjoys exercising, cooking, travelling, and spending time with family and friends.
