Douglas A. Oxner, CFA, CIM

Douglas A. Oxner, CFA, CIM

Vice President & Portfolio Manager

902-424-1014 | Email me
902-425-0608
1-800-565-3299

Doug has been in the financial services industry since 1989. He brings a wealth of experience to helping his clients’ wealth management needs.

Doug’s practice has always focused on helping clients grow their wealth through customized portfolios, quality holdings and long-term returns while minimizing volatility and risk. Doug also places great emphasis on delivering a high quality of care and service to his clients. Doug manages portfolios for individuals and non-profit organizations.

Committed to delivering a high level of investment advice to his clients, Doug has achieved the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. He has also achieved the advanced designation of Portfolio Manager.

As a Portfolio Manager, Doug is able to provide discretionary wealth management solutions to clients through the Private Investment Management program at RBC Dominion Securities. Discretionary management allows clients to delegate the day-to-day investment decisions to Doug – freeing their time to continue building their career, working with the community, or simply enjoying more time with their family.

In addition to this advanced investment management program, Doug also offers clients a comprehensive range of wealth management services that help preserve their success, maximize their business and personal assets, plan ahead for retirement, or create a lasting legacy.

Sharon Williams

Associate

902-424-1017 | Email me
902-425-0608
1-800-565-3299

Sharon joined RBC Dominion Securities in 2003, and has been working within the financial industry since 1980. Sharon  has completed the Canadian Securities Course and is fully licensed to accept trade orders.

Sharon plays a vital role in the daily servicing of client’s need, fulfilling many varied requests and acting as a liaison with all of the firm’s back office departments. Her responsibilities include responding to client requests for such items as account queries, cheques and wire transfers, tax slips, portfolio reports and registered account administration. Sharon can be relied to perform daily administrative tasks in a punctual professional manner, investigate and resolve inquiries and ensure clients accurate and timely completion of all necessary documentation.
 
Sharon has been an integral part of Doug’s team and is devoted to ensuring you receive the customer service you deserve.