As a Senior Investment Counsellor at RBC PH&N Investment Counsel, Emily manages investment portfolios on a discretionary basis for high-net worth individuals and their families, as well as corporations and foundations.
Working collaboratively with her clients to gain a deep understanding of their unique risk tolerance and financial objectives, Emily provides a highly personalized service and delivers comprehensive and customized investment and wealth management solutions.
To further benefit her clients, Emily works with in house specialists in the areas of financial planning, tax and estate planning, business owner planning, intergenerational wealth transfer, and philanthropy, as well as a seasoned team of global investment managers.
Emily draws on an extensive background in investment and wealth management through her prior experience as Vice-President, Client Wealth Management at Gluskin Sheff. Prior to that role, Emily held investment banking and wealth management positions at Morgan Stanley and J.P. Morgan in New York and London, England. In 2019, Emily won the Wealth Professional Canada Young Gun of the Year Award. Preceding her experience in financial services, Emily served in the Israeli Defense Forces - General Chief of Staff Bureau and was subsequently selected Senior Procurement Officer for the Israeli Defense Ministry - Delegation to the U.S.
Emily earned her MBA from New York University, Stern School of Business, and holds the Chartered Investment Manager (CIM) designation.
She is a strong believer in giving back to her community and is a board member of The North York General Hospital Foundation and Best Buddies Canada.
