Neil Schatz, PFP, CIM, MBA

604-257-2539 | Email me
604-257-7391
1-800-427-7766

Neil’s role is to understand his clients’ financial needs and to help build overall strategies. He is committed to helping work through these strategies over the long term.

Neil began his investment career in 1996 when he joined RBC Dominion Securities in downtown Vancouver as an Investment Advisor. His investment ability was recognized in 2004 when he was one of the first advisors at RBC DS to receive the ‘Portfolio Manager’ designation. In 2014 Neil was awarded the Vice President designation in recognition of his commitment and dedication to his clients and the firm over the years. In the words of the CEO of RBC DS in making this award to Neil:

“You have worked hard to provide your clients with superior investment advice and client service, and it shows. You demonstrate the qualities of the very best Investment Advisors in the industry.”

Prior to joining RBC Dominion Securities, Neil developed an understanding of investment principles while earning an MBA at the University of Western Ontario (1985) and a global perspective through an International Relations degree from UBC (1982). He gained extensive business experience working in the information technology industry from 1985 to 1996, initially at IBM and then at Amdahl Corporation as District Manager for BC.

Neil and his wife Allison live in West Vancouver and have five children combined. He enjoys cycling to work and is a budding guitar player. Neil invests his retirement savings in the same portfolios as his clients.

Tim Snow, B.Comm., CIM

Associate Advisor

604-257-2548 | Email me

Tim co-advises on investment strategy, conducts portfolio reviews and monitors client portfolios on an ongoing basis. He oversees equity and fixed income recommendations, portfolio rebalancing, trading, and market updates.

Tim graduated from the University of Victoria with a Bachelor of Commerce in 1996. He worked at Royal Bank as an Account Manager before joining RBC Dominion Securities in 2011. In 2014 Tim achieved the Chartered Investment Manager (CIM) designation which is a reflection of his investment and portfolio management knowledge.

Tim and his wife Jasmin have two children and live in North Burnaby. Tim is a sports enthusiast and enjoys hockey, paddle boarding, cycling and tennis.

Cindy Siu

Associate

604-257-2546 | Email me

Cindy’s role is to manage account documentation, cheques and wire transfers, RRSP, TFSA, and RESP contributions and online access to your accounts.

She joined RBC DS in 2013 after working for over 20 years at HSBC. Her solid background in private banking, credit and wealth management make her very popular with our clients. Cindy is a Canadian Investment Manager (CIM), a Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI). She is fluent in English, Cantonese and Mandarin.

Cindy has a green thumb and can be found most weekends in her backyard tending to her garden.