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With team members hailing from both ends of Canada and each with a different cultural and professional background, we pride ourselves on the diversity of our views and the unique expertise we bring to the table. We see our differences as our strength, and a key differentiator that empowers us to provide strategic solutions to each of our clients.
Portfolio Manager & Wealth Advisor
Born in St. John’s, Newfoundland and Labrador, Marcus was raised to understand that success is attainable but that it doesn’t just happen – you have to put in the work to accomplish it. Taking that belief to the ice, Marcus worked his way up to play Junior A hockey on the east coast where he attended St. Francis Xavier University and earned a Bachelor of Business Administration (BBA) degree. “A lot of hockey players didn’t have a plan B,” he says. “But the game taught me the values of hard work and discipline which has made me successful in the business world.”
Upon graduating, Marcus carved his own path and determinedly pursued a career in finance, where he could positively impact the lives of others. Earning a position in retail banking, Marcus became an investment advisor at one of Canada’s leading wealth management firms and quickly grew the business through his disciplined and personalized approach. After spending almost a decade building his practice, Marcus brought his team to RBC Dominion Securities in 2020.
Today, Marcus proudly leads a group that serves as the “general manager” of their clients’ wealth, delivering individualized solutions and building relationships with their clients around the values of clarity, dedication, accountability, and trust. He puts in the effort to maintain team chemistry and respects the specialized role of each member, ensuring they always work together to provide an exceptional client experience. “There’s no dictatorship here; it’s all collaboration,” he says. “We always say, ‘the best idea wins’ to ensure we deliver the best that we have to offer to our clients.”
When not at the office, Marcus enjoys spending time with his wife and two young kids. An active family, they love to play hockey and go fishing, or simply enjoy the great outdoors together.
Associate Wealth Advisor
Born in Toronto to a hardworking immigrant family, Jim saw firsthand the importance of sacrifice and dedication to accomplishing your goals. Showing an interest in finance early on, Jim brought these values to the Ted Rogers School of Management at Ryerson University, where he earned a Bachelor of Commerce degree in Finance. Through a wide range of classes that provided a deep understanding of the three channels of finance – corporate, investments, and planning – Jim found his passion and never looked back.
After he graduated, Jim earned his Certified Financial Planner (CFP) designation and began his career at a branch of another leading financial institution. By eagerly pursuing opportunities to expand his knowledge and qualifications, he worked his way up to the role of associate on our team and strengthened his skills by providing high-quality, objective financial advice to our clients.
Today, as Marcus’s second in command and an integral part of the nucleus of our team, Jim focuses on planning, strategizing, and advising clients in all aspects of wealth management and investments. “Wealth management is all about helping clients take control,” he says. “It’s our job to help strategize, plan, and set them on the path to success by adding extreme value, even to individuals who are already incredibly successful.”
Outside of the office, Jim enjoys spending time with his wife and their Maltese puppy. He is an avid sports fan and loves to golf, play basketball, and snowboard.
Associate
Born in Vancouver, Audrey moved around the country with her parents, immigrants from Hong Kong, and the family eventually settled in Toronto. From a young age, Audrey was interested in human behaviour, leading her to pursue a Bachelor of Arts degree in Psychology from York University.
After earning her degree, Audrey brought her compassionate perspective to the financial industry, working in various administrative roles at another leading financial institution. She eventually joined the wealth management arm, where she was introduced to Marcus Etchegary, a new advisor who was building his practice from the ground up. Since then, Audrey has been an integral part of The Etchegary Wealth Advisory Group.
Today, Audrey is the organizational mastermind of the team, handling all administrative tasks as our clients’ first point of contact. She takes great pride in answering all their requests in a timely fashion, monitoring their accounts, and providing them with peace of mind. “I really want to be helpful to our clients whenever they need me, and I hope to create meaningful relationships with them over the long term,” she says.
When not providing an exceptional level of care to our clients, Audrey enjoys creating lasting memories with her family through shared experiences, building LEGO sets with her young son, and experimenting in the kitchen with new recipes.
– John C., Client
– Chris S., Client
— Sanjeev P., Client
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