Backed by more than 20 years of experience working with multiple financial services firms, Jeremy remains committed to helping clients achieve their financial goals. Jeremy joined RBC Private Banking in 2009, and moved to RBC Dominion Securities in late 2015. A holder of both the Chartered Investment Manager, and Personal Financial Planner designations, Jeremy uses a top-down approach, working with clients to understand their broader goals and objectives, and building comprehensive wealth management and investment solutions to meet their needs.
Jeremy uses his Family CFO Approach, a comprehensive strategy that harmonizes each aspect with the larger picture in order to eliminate gaps and inefficiencies. This approach creates consistency across several disciplines for managing and protecting wealth, while also planning for future generations.
Jeremy holds a degree in economics and business from Carleton University. Away from the office, much of his time is spent with his three children – Asher, Hannah and Talia. An avid diver and fisherman, Jeremy enjoys spending time on the water, and calls the Bahamas “his second home.”
