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Senior Portfolio Manager & Wealth Advisor
Michael entered the financial business in 1994 while studying Commerce at Saint Mary’s University. "My first real job outside of my family business was as a part-time Teller for the Royal Bank of Canada. It was a great way to learn the business from the ground up.”
After graduating, Michael pursued a career with RBC. He has worked in various positions and communities in Newfoundland and Nova Scotia. "My desire to help people and my love of the investment business led me to pursue the Personal Financial Planning designation. The time I spent working as a Financial Planner in RBC branches has given me invaluable experience.” Michael spent several years as an award-winning Financial Planner at the Spring Garden Road branch of RBC in Halifax. Michael now runs a wealth management practice from the RBC Dominion Securities office at Purdy’s Wharf on the Halifax waterfront.
Michael is dedicated to continuing professional education. "This business is always changing and requires a commitment to keeping up to date in order to provide my clients with innovative investment strategies. My position and my clients require me to be informed.” In addition to the Personal Financial Planning (PFP) designation, Michael also holds the Trust and Estate Practitioners (TEP) designation from the Society of Trust and Estate Practitioners and an MBA from Dalhousie University.
As an accomplished advisor, Michael works with both public and private investors who require a premium level of expertise and experience in investment management and financial planning. His practice is designed around using proven investment strategies and providing comprehensive wealth management services to a limited number of qualified clients. Through a specialized clientele, Michael can focus his time and effort on developing creative wealth management strategies for their specific needs.
Michael lives in Halifax and is actively involved in the community. When he isn’t in the office, Michael enjoys a maritime lifestyle with his family. Travelling Atlantic Canada together is one of their favourite activities.
Associate
As an Associate on Michael’s team, Isaac focuses on the wealth management side of the business, helping with the analysis of financial projections and bringing an exceptional experience to each of our clients. His passion for investing led Isaac to obtain a diploma in Financial Services from Nova Scotia Community College before heading to Acadia University to continue his studies.
While earning his Bachelor of Business Administration, Isaac worked as a customer service representative at a leading financial institution, honing his client service skills. Upon graduation, he moved to Halifax and started with RBC as a Banking Advisor at the Larry Uteck branch. He brought his strong banking background to RBC Dominion Securities in 2024.
Born and raised in New Minas, Nova Scotia, Isaac is happy to call Halifax home. In his spare time, he enjoys golfing and catching up on the latest sports. Occasionally, he’ll return to New Minas to spend quality time with his family.
Renault is an Associate at RBC Dominion Securities, celebrated for her proficiency in driving strategic initiatives and helping achieve excellent client outcomes. She graduated with a Bachelor of Arts in Sociology and Management from Dalhousie University in 2017 and obtained a Graduate Certificate in Finance from the Nova Scotia Community College in 2022. Professionally, she has completed the Canadian Securities Course (CSC).
Her background in hospitality and finance has honed Renault's analytical skills and strengthened her ability to foster strong client relationships based on trust and compassion. Committed to helping her community thrive, Renault actively volunteers with a local dog rescue organization and participates in other community events.
In her free time, Renault loves travelling with her husband and cherishing moments with their two rescue pups. She also enjoys visiting her family in Maine. Her commitment to ongoing learning and her drive for professional excellence and community involvement highlight her balanced approach to life and work.
