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Investment Advisor
Chris is a passionate provider of wealth management services that empower clients to reach financial goals, preserve wealth during market downturns, and reduce the burden of taxes. He develops custom solutions that are transparent and cost-effective, all with the purpose of alleviating the many pressures of dealing with financial affairs.
A proud CFA charterholder, Chris feels lucky to have worked in wealth management since 2009. Over the years, Chris has partnered with many RBC clients, and for the best part of a decade, he managed bespoke bond portfolios in most major currencies. Before that, he spent three years building risk management solutions for clients throughout Europe. Having worked on the RBC trading floor in Toronto for four years, Chris has developed a unique understanding of Canadian capital markets that he regularly shares with his clients.
Chris grew up in London, England, where he received his financial education before moving to Canada in 2016. When he’s not in the office, he likes to explore the outdoors, watch live music, and play various sports. Chris and his wife, Sophie, live in Kensington.
Associate Advisor
Steven joined RBC Dominion Securities in 2021, excited to contribute to a team dedicated to helping clients realize the successful financial future they envision. As an Associate, he provides exceptional support to our clients as they navigate the intricacies of the investment world.
Bringing a blend of academic excellence and practical experience to his role, Steven continues to broaden his skills through industry coursework, including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). He also holds a Bachelor of Arts from the University of Victoria.
Committed to assisting clients in achieving their financial objectives, Steven ensures they have the necessary resources every step of the way. Clients appreciate his approachable demeanour, attention to detail, and positive, empowering manner.
Administrative Assistant
