Doug Forward

Portfolio Manager, Vice President & Director

604-257-7316 | Email me
604-235-9950

Doug earned his Bachelor of Commerce degree from the University of British Columbia in 1983 and joined RBC Dominion Securities as an Investment Advisor that same year. He holds the Canadian Investment Management (CIM) designation and has completed the Canadian Options Course. Doug has been a licensed discretionary Portfolio Manager since 2002. In recognition of his accomplishments with the firm, he has been appointed numerous times to the RBC Dominion Securities Executive Council. Doug is particularly knowledgeable in the areas of fixed income and Canadian equity markets, with a view towards generating cash flow. He is committed to a strong investment discipline and stresses that a balanced, diversified approach will reduce risk and enhance returns over time. Over the years, Doug's philosophy of conservative advice and protection of capital has developed into a clientele of prudent investors with substantial portfolio assets.
 
Doug has built a well deserved reputation among his peers as someone with strong values and integrity, who is deeply committed to his clients best interests. Doug is very pleased to be associated with RBC Dominion Securities, which he believes to be the best investment dealer in Canada, a belief which was reinforced by his two years as a participant and Chairman on the firm's Retail Advisory Board.
 
Doug resides in West Vancouver with his wife, Maureen. During his off hours, Doug is an avid hockey fan and enjoys golfing.
 

Tanya Carrier

Associate Advisor

604-257-7398 | Email me
604-235-9950

Tanya came to us from Saint John, NB where she earned her Bachelor of Business Administration degree from the University of New Brunswick. She joined RBC Dominion Securities in 1991 upon completing the Canadian Securities Course with honours. Since then she has taken numerous industry courses and has earned both the Canadian Investment Management I & II (CIM) and Professional Financial Planning (PFP) designations.
 
Tanya’s key role is that of business operations manager, and she frequently assists Doug with various activities related to portfolio advisory services and new client service initiatives. In recognition of her commitment to the highest standard of client service, Tanya has been honoured three times with the RBC Financial Group’s Award of Excellence.

Lorraine Tse

Associate

604-257-7314 | Email me
604-235-9950

Lorraine began in retail banking where she worked in customer relations and sales for two years. She eventually branched out into the investment industry with Dominion Securities in 2007 and in December 2009, she joined the Forward Private Investment Management Team.
 
Lorraine graduated with her Bachelors of Commerce from the University of British Columbia and has completed the Wealth Management Essentials course. Lorraine's key responsibilities include cash management, assisting with discretionary trading, portfolio allocations and general client service initiatives.

Nancy Yeh

Associate

604-257-7053 | Email me
604-235-9950

Nancy graduated with her Bachelors of Business Administration from the University of Toronto and began her career with RBC through retail banking where she worked in customer service and branch operations. She is the newest addition to the Forward Private Investment Management Team and has completed the Canadian Securities Course and the Conduct and Practice Handbook. 

Nancy's main focus is client servicing and administration. As such, she is your first point of contact for general account queries, cheque requests, wire transfers and other account administration.