Your Dedicated Team
Senior Portfolio Manager
Frank started his career with RBC as a Personal banker in 1992. In 1994, he joined RBC Dominion Securities as an investment advisor. He was appointed to a Regional Manager for RBC Wealth Management Asia in 2005, eventually becoming regional head. Frank returned to Canada in 2012 and resumed his current role as Senior Portfolio Manager.
By meeting the highest standards for education, experience and asset under administration, Frank is privileged to be part of the group, qualified to offer Private Investment Management- RBC’s discretionary investment management services. Working closely with professional partners, Frank is able to provide a comprehensive wealth management solution to his clients.
Frank has a degree in Economics from Simon Fraser University, where he is a mentor of the university’s Business Mentorship Program. In addition, Frank serves as the president of a church in his community.
Associate Wealth Advisor
Enrique brings his comprehensive wealth management and financial planning expertise to the team. Working closely with Frank, Enrique helps high-net-worth clients and families to create personalized and optimized investment portfolio to realize their long-term financial objectives, and to use advanced strategies to achieve highest tax efficiency.
Prior to joining RBC Dominion Securities, Enrique worked at KPMG as tax specialist, providing tax advice on business transactions, succession planning, and corporate and personal tax compliance. He holds Chartered Professional Accountant (CPA) designation. Enrique is fluent in English, Mandarin, and Spanish.
With strong detail-orientation and organizational skills, Elaine is dedicated to support the team’s day-to-day management of the business, providing exceptional client service, fulfilling administrative duties in an efficient manner. Her main responsibilities include account maintenance, client communication, trade requests and portfolio management.
Elaine finished her Bachelor studies in China and subsequently obtained her Master of Business Administration Degree (MBA) from McMaster University in Canada. By completing the required investment courses, she is fully registered as an Investment Representative.
Outside of work, Elaine enjoys travelling, sports and outdoor activities.
Having worked for over 12 years in the financial industry, Susan brings a high degree of knowledge and operations experience to our team. Extremely organized and having a great attention for detail, Susan supports the rest of the team and ensures all daily administrative tasks are completed accurately and on a timely basis. She is dedicated to providing exceptional client service to our clients. Susan is fluent in English and Cantonese.
Outside of work, Susan enjoys watching her three boys play hockey, host church events and cooking.