Trish has over 20 years of experience in comprehensive wealth management, of which 15 years have been at RBC. As a trusted Senior Portfolio Manager & Wealth Advisor, she has the ability to manage both discretionary and non-discretionary accounts for high-net-worth individuals, families, or corporations.
Reflecting her commitment to understanding clients’ increasingly-growing demand for responsible investing options, Trish has earned the Responsible Investment Advisor Certification (RIAC). She also holds the esteemed professional designations of Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Fellow of the Canadian Securities Institute (FCSI®).
She obtained her CFP in 1999, and has acted as a media spokesperson for RBC on various financial planning topics. Her expertise allows her to seamlessly integrate clients’ customized financial plans into their investment portfolios. Trish is insurance-licensed, enhancing her ability to recognize tax-savings and estate planning opportunities. She has strong attention to detail, services clients with a tailored approach to meet their specific needs, and enjoys the deep relationships she has built with the families she supports.
Trish was invited to represent RBC in the 2010 Winter Olympics Torch Relay in Nanaimo, BC. She is recognized for being a strong partner within RBC and is able to easily connect clients with other aspects of their financial needs, including banking, lending, cross-border needs, and trust services.
Trish lives in Toronto with her husband, Marco, who has been (patiently) teaching her golf and the Italian language. They have twin adult daughters, Natalia and Marina, and a toy poodle, Cappi, with whom they enjoy spending family time at the cottage.
