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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
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.
Investment Advisor
"Trust, service and performance" are the cornerstones of Richard's commitment to every client.
Richard (Ric) was born and raised in Hamilton and graduated from McMaster University with a Bachelor of Commerce degree in 1979. This theoretical knowledge combined with over 40 years of experience in the investment industry gives Ric an extensive knowledge of financial planning, investment decision making and estate planning.
Away from the office, Ric enjoys skiing, doubles squash, live theatre and cheering on the Tiger-Cats and Hamilton's professional soccer team, Forge FC. Now empty nesters, Ric and spouse Judi live on the west mountain with their mischievous goldendoodle, Murphy.
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 Amanda, 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 Heart and Stroke Foundation, 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.
Financial Planner
Whenever Amanda meets with a new client, she asks the same question: “What are the things that we can address and proactively build into your financial plan?” As our in-house licensed financial planner, Amanda works with you to develop a comprehensive financial plan tailored to your specific needs.
Amanda’s experience in the financial industry spans more than twenty years. She began her career at RBC with a co-op placement and eventually progressed to branch leadership, where she focused largely on relationship and business management while coaching her teams.
In 2017, Amanda brought her retail experience to RBC Dominion Securities. As a Financial Planner, she ensures all of our clients receive a comprehensive financial plan – one that takes into consideration their unique situations and long-term goals. She draws on her experience working for RBC to help our clients with questions related to mortgages and everyday banking, in addition to her big picture approach to financial planning.
In her spare time, Amanda enjoys cooking, baking, and staying active with her family.
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