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Your financial journey with our team starts with a conversation. We take the time to listen and understand your situation, your life goals, and your risk tolerance. Then we create a clear and comprehensive financial roadmap to get you to the right destination. Whatever your wealth-related concerns are, know that you can call and someone from our team will always pick up the phone at any time, for any reason.
Senior Portfolio Manager
David continuously strives to empower our clients to take control of their financial futures. “You’ll never have things fully figured out, but you can always keep reading or learning,” he says.
David’s curiosity about the world of finance started at a young age. “In high school, when I was bored of class I’d sneak out to the library,” he remembers. “The library had The Wall Street Journal, The New York Times – all of these newspapers that covered the financial markets were available for free, and it felt like I was the only student reading them.”
David went on to study finance in college, embarking in a career in engineered industrial products. With his attention to detail and knack for understanding people, he soon became the youngest and highest contributor to the company’s expansion in the Canadian operations and parts of the United States. By the age of 24, he was conducting solo trips to clients along Canada’s East and West Coasts.
When it was time for a change, David knew exactly where he wanted to go: RBC Dominion Securities. He made his ambition reality and in the three decades that followed, clients and colleagues alike have recognized David for his honesty, dedication, and expertise. As Senior Portfolio Manager, David builds a portfolio that you can understand while also compounding your capital. He leverages his deep experience to provide sound investment advice and financial comfort.
Outside work, David loves being outdoors. He leads an active lifestyle, where he enjoys skiing and playing competitive squash. He also likes to spend time with his partner, Julie, and their two grown-up children.
Associate Advisor
Alex prides himself on his ability to conduct meticulous fundamental research. He believes a company’s value can be uncovered in its financial statements, and he draws on this foundation to provide peace of mind for our clients.
While he was studying finance at McMaster University, Alex discovered his passion for both continuous learning and financial markets. In 2012, after graduating with his Bachelor of Commerce degree, Alex brought his passions to RBC Dominion Securities.
As an Associate Advisor, Alex supports our team’s investment strategy alongside David. For him, the most rewarding part of his role is being on this financial journey with our clients and bringing things full circle, whether it’s helping them send their kids to college or helping them plan for retirement. “Giving our clients that reassurance is the greatest feeling,” he says.
In addition to earning his Canadian Investment Manager (CIM) designation, Alex is licensed to deal in options trading.
Born and raised in Hamilton, Alex currently resides in Guelph and enjoys road tripping with his wife and trying out as many restaurants as possible.
Associate Portfolio Manager & Financial Planner
Alex believes scarcity has taught him a lot about the value of money. His family immigrated to Canada when he was young, and from an early age, he wanted to understand how hard work can be rewarded. He took high school courses in personal finance and learned about the Canadian taxation system. Later, he worked multiple jobs while studying full-time at McMaster University.
Today, he enjoys working with families of all ages to build lasting legacies through inter-generational wealth planning. Clients are delighted to find opportunities to minimize taxes and help their kids. He takes extra care in understanding the needs and relationships with each family. He is interested in their past experiences and worldview, which may be different from his. His goal is for them to feel heard and understood.
His Certified Financial Planner (CFP®) designation enables him to better understand and build customized financial plans for each client. His Chartered Investment Manager (CIM®) designation helps him construct portfolios designed to give them the best chance of achieving the goals they set out in their plan. He works with various partners across RBC Dominion Securities to create a blueprint for dealing with things you plan for in life – as well as those you don’t.
Outside of work, he enjoys cooking and spending time with his wife, Nicole, and his son, Leo. He is always happy to share and exchange recipes with clients!
Associate
Laura is passionate about serving our clients’ varying needs – she always puts them first, addressing their questions in a timely, efficient, and professional manner. No matter what the concern is, Laura is there to listen and offer the right guidance.
Starting with a high school co-op placement and progressing to full-time branch operations, Laura gained extensive experience at the bank before her interest in investments led her to RBC Dominion Securities in 2000. As an Associate, Laura is responsible for the operation and administration of our client accounts.
In addition to her degree in marketing from Mohawk College, Laura has completed the Canadian Securities Course (CSC) and Personal Financial Planning (PFP) course. She also has her insurance license.
Laura currently lives in Stoney Creek where she enjoys taking long walks and spending time with her husband and two children.
Rebecca (Becky) plays a key role in servicing our clients' day-to-day investment and administrative needs, helping to maintain an efficient and seamless service.
Becky is a graduate of the University of Guelph with a Bachelor of Commerce degree in Economics and Industry Finance. During her third year, she studied abroad at the University of Strathclyde in Glasgow, Scotland. After some post-university travel, Becky joined RBC Dominion Securities in 2014. She has completed her Canadian Securities Course (CSC) as well as the Wealth Management Essentials (WME) course.
Becky lives in Burlington with her husband, Tim. In her spare time, she enjoys soccer, reading, cooking and travel.
Associate Wealth Advisor
Drawing on 25+ years of financial services experience gained at RBC and other leading financial institutions, Karen is a forward-thinking, proactive wealth management professional dedicated to providing the best service possible for our clients.
As an Associate Wealth Advisor, Karen works closely with David and Alex, leveraging her strong interpersonal and organizational skills to coordinate our wealth management services, manage our portfolio review process, and connect our clients to the right partners.
Karen's natural affinity for numbers inspired her banking career, and her interest in investments and helping others led her to roles in wealth management. What Karen enjoys most is getting to know our clients and their families and forming meaningful relationships that help them achieve their short- and long-term goals.
She has complemented her industry expertise, post-secondary education and commitment to clients by completing bookkeeping courses and obtaining her Canadian Securities License and Professional Financial Services Advice (PFSA) certificate.
Karen contributes to her community by volunteering and supporting charities such as The Canadian Cancer Society and the Good Shepherd. Passionate about children’s needs, she also volunteers and donates to Ronald McDonald House.
Currently residing in Stoney Creek with her husband and two children, Karen enjoys reading, cooking, travelling and spending time with her family.
