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Senior Investment & Wealth Advisor, Financial Planner
Michael brings 21 years of experience in financial services to his role, providing personalized financial counsel to select clients across Canada. Drawing on his award-winning background and extensive partnerships in the industry and throughout RBC, Michael delivers informed and customized wealth strategy solutions and has earned the trust and admiration of his clients and peers.
Together with his team, Michael develops deep personal relationships with his clients and their families. He has established himself in the financial industry as a partner with the highest ethical standards. He collaborates with financial professionals to deliver tailored, comprehensive wealth plans and integrated investment and insurance solutions. Through his customized approach, Michael supports his clients by simplifying the many details of their financial lives so they can focus on their family, business, and personal goals.
Michael’s consistent focus on client service has earned him many performance and partnership awards throughout his career. In 2022, Michael’s RBC colleagues selected him as a recipient of the RBC Performance Conference award for his ongoing partnership and commitment to his clients and community.
Michael is a member of the Dominion Securities Advisory Board and a Director on the Board of the Oakville Hospital Foundation. He and his wife, Michelle, also support many other local charities and causes.
Associate Wealth Advisor & Financial Planner
Stephanie's tenure at RBC since 2002 showcases her deep-rooted experience within the organization. With a diverse background in various client-facing roles, including Financial Planner at RBC Royal Bank, Stephanie has honed her skills in understanding and effectively addressing clients’ financial needs. Being one of RBC’s top financial planners, Stephanie earned the prestigious RBC Convention award in 2018.
Her meticulous attention to detail ensures that each client receives personalized advice and support tailored to their unique circumstances. With Stephanie’s commitment to lifelong learning, clients can trust that they are in capable hands as they navigate their financial lives. Stephanie has earned some of the industry’s highest financial designations as a Professional Financial Planner (PFP) and Certified Financial Planner (CFP).
Stephanie has lived in Oakville for many years with her husband, Christopher, her son, Jacob, and her daughter, Abigail. She works closely with foundations to empower young girls, is active with the Oakville Hospital Foundation’s Community Engagement Committee, and enjoys mentoring with Halton Big Brothers and Big Sisters. In addition, Stephanie loves spending her free time on the golf course or baseball diamond with friends and family.
Associate
Susan joined RBC in 1989 and has held several client-facing positions in RBC Wealth Management since then.
Often referred to as our “Head Chef,” Susan is a key member of The Bogle Private Wealth Group, ensuring the client experience is seamless and efficient. She understands that our clients are the most important part of our business. Her previous role in Private Banking built on her strength of delivering personalized, professional, and excellent client service.
Susan and her husband, Steve, live in Burlington with their cockapoo, Frankie. They enjoy spending time with their daughter and son-in-law, Sarah and Tyler, their grandchildren, Kayden and Emma, their son, Mark, and friends. In her spare time, Susan enjoys art and landscape photography.
Administrative Assistant
Given her love for client care and background in customer service, Marie was excited to join RBC in 2021 as a Client Advisor. That role drew on her desire to help others and highlighted her administrative skills and attention to detail. At The Bogle Wealth Group, Marie strives to build long-standing relationships with clients, utilize her strong organizational skills, and help clients in any way she can. She graduated from the University of Toronto with a double major in Psychology and Health Science.
She and her family moved to Mississauga from Lebanon in 2002. Marie is fluent in three languages: English, Arabic, and French. She is passionate about fitness, well-being, and giving back to her community through volunteering.
Christopher joined RBC in 2020 after earning his degree in Finance from Dalhousie University. With his retail banking experience, he thrives in client-facing roles.
Approachable and dedicated, Christopher builds relationships with clients while helping them achieve their financial goals. He is currently broadening his knowledge and skills through industry coursework.
In his free time, Christopher can be found enjoying a round of golf with friends and family or out walking his dog.
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