RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Working together, our service becomes greater than the sum of our parts. With our relationship managers, trading experts, direct support associates, global support associates, and a team of experienced partners by your side, we work collaboratively towards a common goal: ensuring that every financial need you face in life is a need we can plan for, and act upon, together.
Responsible for your overall financial well-being, our highly experienced relationship managers serve as trusted stewards of our clients’ wealth, dedicated guides towards their long-term goals, and primary contacts every step of the way.
Senior Portfolio Manager
Working in financial services part-time while he completed an economics degree, Paul began to appreciate the difference he could make in people’s lives as an Investment Advisor. Today, he’s proud to call the role the first and only job on his resume.
In 2002, Paul founded a wealth practice based on dedicated service, expert collaboration and customized strategies to enhance his clients’ overall wealth. Over the course of the past two-plus decades, his experience has distinguished him as a leading advisor at our firm, uniquely qualified to help clients plot a tactical course toward their financial goals. What continues to inspire him is his multi-dimensional involvement in improving the lives and legacies of his clients. “We get to roll up our sleeves and really help a family for the long term,” he says. “It’s that ability to make a meaningful difference that keeps me going.”
Away from the office, Paul’s family of six provides endless joy and adventure. He and his wife, Corrine, spend as much quality time with their daughter and three sons as possible, and enjoy active (and sometimes hectic!) lifestyles that revolve around playing sports and spending time on the water and in nature. Paul and Corrine are also actively involved in several community initiatives, with Corrine serving as Communications Officer for Harvest Share, Parry Sound.
Senior Wealth Advisor & Financial Planner
Only a few of us end up in the field we cited as a “career goal” in our Grade 9 yearbook. But Jeremy, who grew up in Twillingate, a small island off the north coast of Newfoundland, has done just that.
Jeremy’s passion for his work is evident in the care he takes with each client – visiting your home, farm or business or connecting by phone or online to get a deep sense of your long-term plans and goals. “I love to meet clients and hear their stories, and learn more about what matters most to them. Then put together a wealth plan where they can see they’re on track to meet their financial goals.” Jeremy enjoys giving every client his personal attention, whether he’s overseeing overall wealth planning, coordinating strategies with a client’s accountant and lawyer or advising on family estate planning or business succession planning.
A Certified Financial Planner, Jeremy’s experience spans more than 26 years with RBC. This includes 10 years as a Private Banker, building a successful practice from the ground up and designing personalized banking solutions for high-net-worth families, business owners and medical professionals. In this role, Jeremy often collaborated with Paul to build integrated investment and banking solutions for their shared clients. “Working together was a big win for everyone involved,” Jeremy recalls. “Our service was suddenly much greater than the sum of our parts.” In 2016, they officially joined forces, and Empringham Bridger Private Wealth Partners was born.
Jeremy moved to southern Ontario to obtain his bachelor’s degree and MBA, and now lives in Vineland with his wife, Maria, and two children, who are currently attending Brock University. Jeremy and Maria are both passionate runners and cyclists, and enjoy tackling races like Hamilton’s Around the Bay Road Race, the Disney Marathon and the Hamilton Marathon Road2Hope. The Bridger home often resembles a small menagerie of bunnies, cats and a dog, and other ailing animals that the family fosters back to health for their local Humane Society. Other causes close to their hearts include the Ride to Conquer Cancer and The Hospital for Sick Children in Toronto, which provided Jeremy’s daughter with life-saving care.
Financial Planner
As a Financial Planner, Ken delivers comprehensive, integrated wealth management and financial strategies and solutions to business owners and high-net-worth individuals. Ken does this while collaborating with clients’ other professional advisors, such as accountants, tax specialists and lawyers. As Ken puts it, “Our collaborative approach results in the delivery of optimal solutions for our clients.”
Before joining our group, Ken had already logged a distinguished 30-year career as a Chartered Professional Accountant and, most recently, Tax Partner of a national accounting firm. Ken assumed numerous leadership roles over the years, including the Family Enterprise Leadership Team, the Succession and Estate Planning Practitioner Group and the Privately Held Business Leadership Team.
Ken completed the CPA Canada In-Depth Tax Program which is the most comprehensive, practical and relevant tax training available in Canada. It’s the leading choice for CPAs and other qualified professionals who are serious about excelling in today’s complex tax environment. Ken was truly honoured and humbled to be named a CPA Ontario Fellow in 2021 – the distinction of Fellow (FCPA) formally recognizes CPAs who have rendered exceptional service to the profession and in their communities and is the highest honour a CPA can receive. Ken also holds the Family Enterprise Advisor (FEA) designation, which makes him “fluent in family business planning,” as he puts it. His unique perspective has become integral to what we do: helping business owners and high-net-worth clients overcome unique financial challenges as well as build and protect their wealth.
Ken believes firmly in giving back to the community – a passion and responsibility instilled in him as a young accounting student. For over 30 years, he has volunteered on numerous charitable boards in roles ranging from director, to treasurer, to chair. Currently, Ken is Vice-Chair of Habitat for Humanity Canada and Chair of the Hamilton Golf & Country Club Foundation. Ken is also active in his church, serving on the finance committee and as a lector. Although a natural team player, Ken excels in a solo sport outside the office: golf. For him, golf is a family affair, as his wife, Deborah, and their sons all enjoy time on course. In addition to golf, they enjoy travelling and spending time together.
“I love being able to help my clients make informed decisions to help their families enjoy financial freedom,” Marianne says. “I especially look for opportunities to empower women to feel confident in their financial future.”
Marianne’s career in the financial services industry began in 1996 as a Financial Planner, and she later joined the Empringham Bridger Private Wealth Partners team in 2021. Her extensive background as a Certified Financial Planner (CFP) has further strengthened her ability to understand and listen to clients’ needs and develop strategies that speak to their values.
A former educator at Brock University, Marianne excels at explaining complex strategies in a straightforward way. She has always wanted to help people understand their finances, from planning for a loved one’s education to estate planning. “My clients tell me that I bring peace of mind to their family, that I am engaged in who they are as people, and that they have trusted me for over 20 years.” She continues to look forward to helping them achieve their goals.
In her spare time, Marianne takes an active role in the community and her leisure pursuits, including Latin dancing, rowing and weight training. She volunteers for various organizations including Ronald McDonald House and draws upon her teaching expertise to serve as a guest speaker and facilitator for financial literacy programming with Junior Achievement, women empowerment events and local high schools.
Elizabeth has always been dedicated to helping others and, when she joined the financial services industry, she knew she had found her calling. “What I enjoy most is helping clients focus on their goals and priorities on life’s path,” she explains. Backed by 30 years of solid experience in the industry (working with another major Canadian financial institution in management and Wealth Planning roles), Elizabeth provides access to a comprehensive range of services to help you build and protect your wealth. Elizabeth’s breadth of expertise and credentials help ensure sound advice, expert execution, and peace of mind for clients who need solutions for broad and complex wealth management needs. Clients and colleagues alike appreciate Elizabeth’s fast turnaround and knowledgeable advice. “I am passionate about providing financial planning and advice for clients of all ages and stages—offering genuine care as clients walk their life journey,” she says.
A big believer in giving back to her community, Elizabeth has been an avid volunteer over the years—with the Rotary Club and within the Niagara Ontario Health Team, Advisory Committee, among other organizations. She also enjoys spending quality time with her spouse and two daughters, extended family and friends, and taking up golf and pickleball.
Responsible for a wide range of administrative tasks, our direct support associates manage an array of client needs and inquiries and act as secondary points of contact for our client households, providing regular updates and efficient service.
Administrative Assistant
Guilda is a truly gifted people person. And, with 30-plus years of wealth management experience at RBC, she is a warm and informed first point-of-contact for our family of clients.
Guilda’s journey with RBC began as a Bank Teller in 1989, and she quickly rose through the ranks to Financial Planning Associate, then to a role in RBC Private Banking where she helped Jeremy build a client base from the ground up. She opened accounts, transferred funds, answered daily calls and more, all while fostering client relationships she holds dear to this day. “Building relationships is so important to me,” she says. “It’s the colleagues and clients who I now call friends who have made my career so rewarding.” Guilda also appreciates working in a team-oriented space, where everyone can feel they are making a difference and achieving a common goal.
A lifelong Hamiltonian, Guilda cherishes time with her three daughters and their growing families. Her dedication to helping others extends beyond the office – she and her family are proud supporters of McMaster Children’s Hospital, the Kidney Foundation of Canada, the Terry Fox Foundation and Ronald McDonald House, all causes close to their hearts.
“I like to be of service to people,” says Rachel, who began her career as a Personal Support Worker after graduating from Mohawk College in 2012. When a back injury forced her to re-evaluate her career path, Rachel found herself gravitating to an industry where she could continue to help others, but in a different way: financial services.
Inspired by family members who worked in finance, Rachel joined RBC as a Branch Operations Assistant in 2016, supporting Investment Associates with documentation and other requests, and ensuring everything at the branch was run efficiently. Always one with the flexibility to go with the flow, when the pandemic hit, Rachel continued to provide essential support to clients and the entire branch staff in the midst of uncertainty.
In May of 2021, Rachel brought her industry know-how to our practice as an administrator, expertly coordinating the types of requests she had previously executed. For Rachel, providing excellent client service is the most rewarding aspect of her career. “Finances are huge part of people’s lives,” she says. “To be able to help them get that one step closer to retirement, or send their kids to college – it has such immense meaning to me.”
Outside of work hours, you can find Rachel hiking, reading or hanging out with her two dogs. Her passion for animals began after living on a farm while her back was recovering. Since then, Rachel has helped countless animals (dogs, pigs, even ducks!) find their fur-ever home through fostering.
Associate
As an Associate with RBC Dominion Securities, Vania has spent a decade in the financial services industry honing her skills in customer service and helping clients and fellow staff achieve their goals.
Vania holds a diploma in Business Administration from Mohawk College. She’s responsible for coordinating and preparing meetings for advisors and their clients, providing proactive client support with a focus on attention to detail and problem resolution. She is also the main point of contact for all client inquiries, and she ensures accurate and timely updates are made to all client documentation. Throughout the years, Vania has become known for her friendly service and quick turnaround times.
In her personal life, Vania enjoys travelling, staying active, reading and spending time with her two daughters, Alissa and Maya. She’s also involved in her local RBC Ronald McDonald House charity.
Responsible for portfolio management and execution, our trading experts stay abreast of the markets, review parameters to ensure alignment with your investment policy statement, and work alongside our relationship managers to provide client-centred solutions.
Associate Advisor
With an affinity and love of numbers and research, David set out to study economics at Laurier in 2006. He originally pictured a future in accounting, but when he began to understand how accounting and financial performance can cause both ripples and waves in the stock market, he steered his attention to wealth management. “I was completely fascinated,” he recalls. “I realized around that time that a lot of people found investing and finance daunting. It was an opportunity for me to build a career helping people save more, grow wealth and live better.”
After David graduated, he visited bank branches with a resume in-hand and eventually got his foot in the door as a Teller. As he worked, he earned the investment industry’s gold-standard designation – Chartered Financial Analyst (CFA) – and worked his way up to the role of Financial Advisor and, finally, Associate Advisor with our team.
Now with close to 15 years of experience, David is a core contributor to our clients’ portfolio management. “My favourite part of the job is the research – doing the due diligence to feel confident in every trade, so our clients benefit from an informed investment process.” David also supports Paul and Jeremy in conducting economic analyses and identifying potential investment opportunities.
Outside of the office, David enjoys a highly active life with his wife, Natalia, and their young son, Thomas.
Senior Associate
Bushra was naturally drawn to the investment world because of its dynamic and evolving nature. “The markets keep you on your toes,” as she puts it. “My father taught me about investing at a young age, and I never lost interest in it.” Fascinated with economics and marketing throughout her school years, Bushra initially set her sights on becoming an investment banker.
Bushra obtained a Bachelor of Arts degree and joined the financial services industry in 2004. For several years after that, she gained industry experience in various client service roles, helping RBC clients with day-to-day banking, credit card support, online accounts and investment trading. In 2016, she joined our team and quickly learned wealth management was the career for her.
Bushra has recently added to her responsibilities with the team, working with the trading and execution team for seamless portfolio updates and adjustments. She also heads up the team’s insurance administration, OM product process, and puts her problem-solving skills to great use as part of our team’s global support associates.
After hours, Bushra enjoys spending time with her husband at home. She loves to decorate, travel and keep informed through ongoing financial coursework.
Responsible for ensuring our relationship managers are well-equipped to provide world-class service, our global support associates serve as backup contacts while handling a variety of key duties, from account openings to administration and more.
Emma has always had a knack for numbers, and originally had her sights set on becoming an accountant. While she enjoyed her accounting classes at university, she realized she wanted a career that involved working with, and helping, people. “That’s the beauty of working on a team like this one,” she says. “I interact with clients every day. I hear their challenges and if I can’t get them the help they need right away, I can solve the issue with the help of the right experts.”
Emma graduated from Acadia University with a Bachelor of Business Administration, specializing in accounting and finance. As an Associate with over a decades’ worth of experience, she acts as a dedicated resource for general client inquiries and handles the countless administrative tasks that ensure our team runs smoothly. Account openings and documentation, account transfers, estate planning processes and RRSP, TFSA and RESP contributions are just a handful of the items she juggles with ease. Emma has also recently become the Team Operations Lead, ensuring our team functions cohesively to support your needs.
Emma loves to travel and be with her husband, Peter, who is a carpenter, and their daughter, Mackenzie. The three love to spend time together as a young family, working on their home and taking a road-trip or flight any chance they get. Emma’s family cottage in the Muskokas has always been one of their favourite destinations.
Danyal is a highly experienced financial services professional with nearly a decades’ worth of experience, having joined our team in 2024 after working at another financial institution. He was drawn to the field by his passion for financial markets, corporate finance, investment strategies and client relationships – a passion that is evident in all that he does for us as an Associate. In this role, Danyal supports with addressing client inquiries, account documentation, fund transfers and contributions and leverages his previous experience with modelling and analysis to support with portfolio management and trading.
A graduate of Iqra University where he earned a Bachelor of Business Administration (BBA) and Master of Business Administration (MBA) respectively, Danyal is committed to furthering his education for the benefit of our clients and their goals. To that end, he has completed several courses from the Canadian Securities Institute (CSI) including the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). He has also passed Level I of the CFA Program, the gold standard of investment credentials.
Danyal grew up in Karachi, Pakistan, before moving to Canada in 2023. In his spare time, he enjoys pursuing his professional and personal goals through studying, staying fit and enjoying a thought-provoking movie or TV show. He is also actively involved in several charitable initiatives including Habitat for Humanity, Ronald McDonald House, and charities focused on child education.
Colin is the newest member of the Empringham Bridger Private Wealth Partners team, having joined in 2024. His interest in the financial services industry began when his father introduced him to the fundamentals of investing, and he has since dedicated much time and effort to building a career in wealth management. As an Associate, Colin delivers an efficient and effective service to address the unique challenges and opportunities our clients face. “There is no one-size-fits-all approach that will work for all of our clients,” he says. With that in mind, he ensures his support is personalized and the needs of the client are always put first.
A graduate of Wilfrid Laurier University, Colin earned a Bachelor of Arts in Economics and Financial Management. Working towards rounding out his wealth and investment management knowledge, he has also completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) from the Canadian Securities Institute (CSI).
Outside of the office, Colin enjoys staying active by playing a variety of sports – from sailing in the summer to playing hockey in the winter. He also enjoys spending quality time with his dogs.
Let’s discover how we can help you grow your wealth and reach your goals.
