As a Senior Investment Counsellor at RBC PH&N Investment Counsel, Lesli offers highly personalized, discretionary investment management and wealth planning services to high-net-worth individuals, families, private holding companies, and foundations. With a career spanning several decades, she is deeply committed to helping her clients simplify their lives so they can focus on what matters most to them.
Lesli's client-centric approach sets her apart. She takes the time to build long-term relationships, customizing investment solutions that reflect each client's long-term goals and unique circumstances. Through a thoughtful and ongoing discovery process, Lesli ensures that her clients' portfolios are constructed to navigate life’s changes and market fluctuations.
Recognizing that comprehensive wealth management requires more than just investment expertise, Lesli works alongside a team of in-house specialists to deliver integrated solutions in areas such as tax strategy, business succession, estate planning, and intergenerational wealth transfer. Her collaborative approach ensures her clients receive a holistic, multi-generational strategy for preserving and growing their wealth.
Lesli draws on the expertise of a robust team of investment managers in key markets around the globe as well as her in depth investment experienced honed over many decades in the industry. Prior to working directly with private clients Lesli’s previous roles include Fixed Income Portfolio Manager at a multinational insurance company and Fixed Income Trading at a leading Canadian investment dealer. Lesli brings a unique level of international experience, having lived abroad in several jurisdictions.
Lesli believes in giving back to her community and is a member of the Investment Committee of the Heart and Stroke Foundation of Canada and the Pension Plan of Roy Thomson Hall.
In addition to her professional expertise, Lesli is a Chartered Financial Analyst (CFA) and an active member of the CFA Institute and the Toronto Society of Financial Analysts. She earned her Bachelor of Business Administration (Finance) from Bishop’s University in Lennoxville, Quebec.
Outside of her professional life, Lesli is an avid traveler, skier, and pickleball enthusiast. She lives in Toronto with her husband and three children.
