Mark Allen, BASc, MBA, CFA

Senior Portfolio Manager

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   Mark Bayko | Head, Portfolio Advisory Group - Canada

Mark heads Portfolio Management in RBC’s Portfolio Advisory Group, encompassing Equity Advisory & Portfolio Management, Multi-Asset Advisory, Portfolio Practice Management, and Investment Analytics. Mark oversees the development of guided portfolios and is involved in the development of Portfolio Management tools. Previously, Mark worked on PAG's U.S. equity team for 9 years focused on the construction of U.S. and International equity portfolios. Mark has been with the firm since 2000. He earned a Bachelor of Commerce from McGill University and is a CFA Charterholder.

 

 

    Patrick McAllister | Head of Canadian and U.S Equity, Portfolio Manager

Patrick has over a decade of experience with RBC in Wealth Management and Capital Markets. Patrick is Co-Chair of the Canadian Focus List Investment Committee in addition to his role as a portfolio manager for the team’s other Canadian Guided Portfolio and A+ mandates. Patrick holds a Bachelor of Commerce degree from McGill University and is a CFA Charterholder

 

 

    Gopa Nair | Portfolio Manager, U.S. Equities

Gopa joined RBC in 2017 with 15 years of experience in stock research and portfolio management. Prior to joining RBC, Gopa worked in the asset management industry as a U.S. equity portfolio manager at Cumberland Private Wealth Management and at Sceptre Investment Counsel. Before joining the investment industry, Gopa worked in equity research at National Bank Financial and Merrill Lynch. Gopa holds an MBA degree from the University of Toronto, an M.Sc. degree in Microbiology from the Medical College of Wisconsin and a B.Sc. degree in Biotechnology from the Rochester Institute of Technology. Gopa is an investment committee member of the A+ U.S. Core Dividend Portfolio, U.S. large cap equity guided portfolio and the ADR guided portfolio. He is a CFA Charterholder.

 

 

    Joseph Wu | Portfolio Manager - Multi-Asset Strategy

Joseph began his career with RBC in 2007 and joined RBC Wealth Management’s Portfolio Advisory Group in 2010. Joseph is a member of RBC Wealth Management’s Global Portfolio Advisory Committee, which provides strategic analysis of financial markets and asset class recommendations. Serving as the co-chair of our Asset Allocation Committee and Tactical Committee, he has been involved with the management of the firm’s multi-asset class portfolios. Joseph currently focuses on multi-asset strategy, helping to develop and shape our overall investment stance and asset allocation strategy. He previously held positions providing research coverage of Canadian equities and exchange traded funds. Joseph holds a Bachelor of Commerce from the University of Toronto in the finance specialist program and is a CFA Charterholder.

 

 

  Mikhial Pasic | Vice-President, Alternative Investments

Mikhial has been with RBC Dominion Securities since 2008 and a member of the Portfolio Advisory Group since 2010. In his current role, he works closely with colleagues in Global Manager Research to develop a managed platform of private markets offerings and provides advice and guidance on how to integrate alternative investments into portfolios. He also serves as a co-portfolio manager of tactical managed solutions portfolios and a government bond portfolio, and is a member of the Global Portfolio Advisory Committee that provides asset allocation guidance. Before assuming his current role, Mikhial was a Fixed Income Portfolio Advisor and a member of the Fixed Income Trading Group within PAG. Prior to joining PAG, Mikhial was a member of the Wealth Management Generalist Program. Mikhial is a CFA charterholder and earned a Bachelor of Science degree in Business Administration, with concentration in Finance from the University of Detroit Mercy.

 

 

      Sean Killin | Associate, Multi-Asset Strategy

Sean joined RBC Wealth Management’s Portfolio Advisory Group (PAG) in 2021, with a focus on multi-asset portfolio strategy and asset allocation. He began his career in 2017 with RBC Dominion Securities, working with a large discretionary book in Toronto. Sean contributes to investment thought leadership through a number of regular publications and presentations and is a member of RBC Wealth Management’s Canadian Investment Committee (CIC). Sean is a contributor to the Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of global markets and asset class recommendations. Sean also contributes to the Asset Allocation Committee and Tactical Committee. Sean holds a Bachelor’s degree from Queen’s University and is working towards achieving the CFA charter.

 

 

       Louis Chan | Portfolio Advisor, U.S. Equities

Louis joined the Portfolio Advisory Group in 2023. Prior to joining RBC, Louis brings more than 19 years of investment research experience across sell-side and buy-side roles having covered Canadian, U.S. and Global equities.  In his most recent role, Louis was a lead Portfolio Manager at Laurus Investment Counsel, where he led the development and launch of an International Small Cap Equity product.  Louis holds a Bachelor of Commerce and Business Administration degree from the University of British Columbia, and is a CFA charterholder.

 

 

        Carolyn Schroeder | Portfolio Advisor, Alternative Investments

Carolyn joined the Portfolio Advisory Group in 2018 and provided guidance on portfolio construction and multi-asset portfolio management to investment advisors. Carolyn is a member of the Canadian Investment Committee and the Asset Allocation Committee. Prior to joining RBC, Carolyn worked at Invesco Ltd. as a research analyst for institutional investors and the retail channel followed by a role in multi-asset platform management. Carolyn is a Chartered Investment Manager (CIM), holds a Bachelor of Science Degree from the University of Alberta and completed Graduate Studies in Communications from the University of Western Ontario.