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Portfolio Manager & Investment Advisor
Greg draws upon three decades of diverse experience in the financial services industry to guide ultra-high-net-worth individuals, corporations, and family offices in expanding and preserving their wealth. His expertise includes private banking, trust and fiduciary, wealth management, and investment services. Greg has worked in Guernsey, The Bahamas, Bermuda, and the Cayman Islands, giving him a unique insight into the complex needs of multi-generational families and institutions in these regions.
At Brooks Wealth Management Group, Greg and his team focus on establishing long-term client relationships built on trust, transparency, and integrity. They offer bespoke investment solutions and strategies, specializing in the needs of successful family businesses to make their clients’ lives less complicated, less stressful, and more gratifying.
Greg also leads the team in helping families develop an appropriate succession plan for their private wealth and their business, if needed. This helps ensure your wealth transfers seamlessly, securely, and tax-efficiently to the next generation.
Before joining RBC Dominion Securities in 2013, Greg worked as a Senior Private Banker and Head of the Caribbean for a leading financial services firm. To demonstrate his discretionary investment and portfolio management skills, he has obtained his Chartered Investment Manager (CIM) designation. Greg also holds a Bachelor of Science (Honours) from Oxford Brookes University and a Master of Business Administration from Herriot-Watt University.
Believing that true wealth involves more than finances, Greg is active in the community. His keen interest in rugby and football led to him providing voluntary local coaching for the last decade, and he serves on the Cayman Academy Sports Club board. He has also supported regional charities, including running the New York marathon for the Bermuda Heart Foundation and being a long-term member of the Rotary Club of Grand Cayman Sunrise.
Associate Investment Advisor
Kevin is an Associate Investment Advisor within the Brooks Wealth Management Group at RBC Dominion Securities. Kevin offers a personal and proactive approach to managing your wealth, recognizing that every client is different with unique goals and aspirations. Through a disciplined investment philosophy and a commitment to always putting clients’ interests first, Kevin creates bespoke investment solutions to make your portfolio work for you. Kevin’s breadth of experience, expertise and credentials ensure sound advice, expert execution and peace of mind for clients who want wealth management solutions, no matter how complex. Kevin has over a decade of experience in the financial services industry and has been based in the Cayman Islands for 8 years. Kevin joined RBC in 2022 and previously worked as an Investment Analyst at an institutional-sized Family Office, with a primary focus on US and European equities. Kevin holds the Chartered Financial Analyst® professional designation and is also a Chartered Accountant. Outside of work, Kevin enjoys spending time with his wife and two boys as well as football and scuba diving.
Investment Advisor Associate
Erika has been in the financial services industry for over 10 years, focusing on insurance and wealth management. She joined RBC Dominion Securities in Canada in 2014 and four years later an opportunity was presented to her to join RBC Dominion Securities Global in the Cayman Islands.
Erika focuses on the client experience and managing the team operations and processes. In addition to providing exceptional client service, her experience in the industry has made her a valuable point of contact for their investment questions and concerns. Erika has completed numerous courses through the Canadian Securities Institute, including the Canadian Securities Course and Wealth Management Essentials.
Erika is married with two children and enjoys cooking for her family, traveling and paddle boarding.
RBC Dominion Securities Global Limited is a member of the Royal Bank of Canada (“RBC”) and is part of the Wealth Management platform. With offices in the Cayman Islands, the Bahamas and Barbados, RBC Dominion Securities Global Limited is a wholly owned subsidiary of RBC Dominion Securities Inc., Canada’s leading full-service investment and wealth management firm. The Royal Bank of Canada has been a prominent member of the Cayman Islands’ financial community since 1964. RBC Dominion Securities Global Limited has been offering full-service investment advisory services to high net-worth and institutional clients with international financial requirements in Grand Cayman for over 50 years. RBC Dominion Securities Global Limited’s trade execution, settlement and custody are handled by RBC Dominion Securities Inc. This relationship with our Canadian parent company ensures that all accounts are managed in accordance with the highest industry standards. As a result, our clients experience all the benefits of a Caribbean-based relationship along with the safety and security derived from having their assets held with Canada’s largest investment dealer.
The Cayman Islands is a leading international financial center, known for its efficient business environment. The financial services industry is the largest contributor to the jurisdiction's GDP, supported by a highly developed infrastructure. The Cayman Islands is committed to maintaining industry best practices and standards, with a history of proactive international engagement on transparency and regulatory matters.
