As an Investment Advisor with RBC Dominion Securities, Devon provides a comprehensive approach to wealth management for individuals and families going through significant life events, business owners, health-care professionals and professional athletes.
With over 15 years' experience at RBC, Devon started his career in the retail banking division, later shifting to RBC’s institutional wealth management arm, RBC PH&N Investment Counsel, where he spent the last 9 years as a Portfolio Management Assistant working in both the downtown Toronto and Vancouver markets. This experience with wealth management lends additional perspective to his capabilities in portfolio management and risk management, in addition to his extensive experience in advising high net worth clients on their unique and complex planning needs. Devon takes pride in the opportunity to help his clients build, preserve, protect and diversify their wealthy.
By focusing on a select group of clients, Devon is able to gain a thorough understanding of his clients’ particular circumstances and financial goals. This enables him to create and deliver personalized investment and wealth solutions that are designed to maintain the appropriate balance between income needs, capital growth and wealth preservation. As per each client’s unique circumstances, these solutions may include specialized wealth management planning, business owner planning, estate planning and domestic and international trust structures. With access to a vast network of RBC financial professionals, Devon is supported by talented tax and estate planning specialists to ensure complete coverage for a variety of financial needs and goals.
Devon holds the Chartered Investment Manager (CIM®) designation and has completed level one of the Chartered Financial Analyst (CFA) designation.
