RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Dedicated to our clients, our team works hard to ensure you are able to take the next step in your financial journey. By leveraging our collective strengths and collaborating with our extended team of specialists, we work hard to make your dreams a reality.
Senior Portfolio Manager and Investment Advisor
Senior Portfolio Manager & Investment Advisor
“As a former lawyer, it was my responsibility to protect people and guard their interests. Caring for others and doing the right thing was part of the job – and now, in my role as a Senior Portfolio Manager and Investment Advisor, I still believe this is true.”
Drew is the founder and leader of Pallett Private Wealth with nearly three decades of financial services experience. Having previously worked as a lawyer, Drew leads his team with unique legal insight and an inherent commitment to understanding all aspects of a client’s story. As Senior Portfolio Manager and Investment Advisor, Drew combines his extensive experience in the financial services industry with his advanced analytical skills, investment knowledge, legal acumen, and estate and tax planning knowledge to guide clients toward financial success.
Day to day, Drew manages the investment accounts on behalf of our clients and runs the team’s Investment Committee with Alex, overseeing the planning of each portfolio. Drew also engages in client reviews, discussing financial strategies and holistic wealth management solutions with our clients to ensure alignment with their aspirations. Dedicated to professional excellence, Drew received the Canadian Securities Institute Award of Excellence, holds a Life Insurance Underwriters License (Levels 1 and 2), and is also a member of the Law Society of Upper Canada.
Drew’s original interest in business was developed during his years at Harvard University, where he majored in economics. Furthering his desire to help people, he then obtained a Bachelor of Laws degree from the University of Toronto. Drew practiced law for 16 years as managing partner of a successful law firm before becoming an Investment Advisor in 1997. He then joined RBC Dominion Securities in 2001, bringing with him his process-oriented and client-focused approach.
Outside of work, Drew enjoys spending time with his wife, Angela, and their six sons, staying active and being outdoors. In the summer, Drew can usually be found gardening or on the golf course; in the winter, he can be found on a ski hill or at the hockey rink, defending his team’s net as a goalie.
Investment Advisor
“My goal is to protect people and their wealth – and by building relationships with clients, I’m better able to understand who they are, what they need, and what they dream of for their future.”
With over 20 years of experience in the financial services industry, Angela values the relationships she has built with our clients and works hard to honour the trust they place in our team. An advisor with RBC since 2003, Angela understands the importance of personalized service, discretion, and integrity in her role, and consistently strives to serve our clients to the best of her ability.
As an Investment Advisor, Angela is a key relationship manager for our team and thoughtfully addresses client inquiries, reviews investment strategies, and initiates specialist support when required. Since entering the financial industry in 1994, she has held positions in the investment, insurance, and financial planning industries and utilizes her extensive experience and profound knowledge to benefit our clients.
Angela holds the Professional Financial Planner (PFP) and Financial Management Advisor (FMA) designations, as well as the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, which is awarded to industry-recognized professionals who have met the most exacting standards of experience in this field. Angela is also a licensed Life Agent and is qualified to provide tax-deferral and risk management strategies through the use of life insurance.
In her downtime, Angela enjoys spending time with her husband, Drew, and their six sons. She is a talented singer, songwriter, and guitarist, and hopes to find the time to get back into the studio to record more songs.
Associate Wealth & Investment Advisor
“I look at wealth like a financial jigsaw puzzle – we analyze the pieces, collaborate on a solution, and then start working on the plan together. We make sure to really understand the situation and what our clients need, then do our best to deliver on that.” Alex is a passionate problem-solver committed to delivering fully customized financial solutions with exceptional results. A graduate of Saint Mary’s University with a Bachelor of Commerce degree in Finance, Alex pursued his love for math and interest in the markets by joining RBC Global Asset Management in 2017. In this role, he acted as a subject matter expert in Canadian and U.S. equity strategies and was a trusted, go-to resource for advisors on investment and market insights. After working with Drew for many years, Alex joined Pallett Private Wealth in 2023, bringing his expert knowledge and dedicated mindset to our team. As Associate Wealth and Investment Advisor, Alex supports our team through investment research, strategy, and portfolio design and monitoring. He runs the Investment Committee with Drew, identifying emerging trends, summarizing complex investment concepts, and building personalized portfolio solutions for the benefit our clients. Away from the office, Alex enjoys going for hikes with his partner, Alannah, and their two dogs. In his spare time, he can often be found at the gym or on the golf course.
Associate Investment Advisor
“It’s a very rewarding feeling to know that you can help put someone’s kids through school or retire with a peace of mind. I feel like I’m making a difference in their lives, and I can’t imagine myself doing anything else.” Before entering the financial services industry in 1998, Anita was a journalist, and had a successful career that spanned over a decade. After studying journalism at Toronto Metropolitan University and working for years in the industry, she took the opportunity to teach in the Master of Journalism program at Western University. During this time, she was able to interview and lead a discussion with financial advisors surrounding the topic of mutual funds, which sparked her interest in investing and a career in the financial industry. Anita has had a successful career since, working as associate advisor at another leading financial institution before coming to RBC in 2005. In 2012, she joined our team. As Associate Investment Advisor, Anita handles portfolio monitoring and also assists our team with fixed income, equity research, and trading. She utilizes the skills she developed in her previous career – a keen attention to detail, analytical eye, and client-focused approach – to help our clients meet and exceed their financial goals. In her spare time, Anita loves spending time with her family, baking, and doing DIY projects around the house. She has proudly finished a small kitchen renovation, and, as an avid baker, is excited to use this new space to whip up some delicious treats with her child.
Associate
“I’ve had a very exciting career and find it rewarding when I can pull from my experience to help find solutions to a situation – for our team, and for our clients.” With over 35 years of experience in the financial services industry, Linda is a key member of our team. Entering the financial services industry in 1987, Linda’s career in investment and wealth management began with her role at another leading financial institution as part of the institutional equity trading team in the international department. Since then, she has held various roles in the industry, and became a licensed associate in 2002. It was during her years as a branch administrator that she gained unparalleled experience and insight, which she brought to our team when she joined Pallet Private Wealth in 2013. As an Associate, Linda is responsible for all aspects of client service and administrative functions and can execute security trades on behalf of our clients. She is proud of her rich and varied history in the industry and uses her knowledge and experience to ensure client requests are handled effectively and efficiently. Dedicated to her work and thorough in her process, Linda truly enjoys being able to offer first-class service to our clients and does so with the highest level of care. Outside of the office, Linda enjoys spending time with her partner, Steve, her daughter, Jessica, and her son-in-law, Adam. Linda is an avid gardener; if she’s not found out in the yard tending to her flowers and herb garden, you can find her in the kitchen, using those fresh herbs in home-cooked dishes.
“Our clients’ satisfaction is really important to me – I care about their experience with us and do my best to make them feel heard. I’m always happy to help and feel accomplished when something I’ve done helps to relieve any stress they may have.” Lindsay is a dedicated member of our team with several years of financial services experience. After graduating from Brock University with a Master of Business Administration (MBA) degree, she kickstarted her financial services career in 2016, working as a mortgage assistant at another leading financial institution. She worked her way through the roles of personal banker, mortgage specialist, and financial advisor, until she came to join our team in 2022. As an Associate, Lindsay is responsible for all aspects of client service and administrative functions. She supports Angela with her day-to-day tasks, assisting in areas of investment research, retirement planning, and financial projections. Committed to professional development, Lindsay has completed the Canadian Securities Course (CSC) as well as the Conduct and Practices Handbook (CPH) course from the Canadian Securities Institute. A hardworking individual, she strives to provide best-in-class service for our clients. In her spare time, Lindsay enjoys spending time with her husband and their two cats. As she shares her love for movies with her husband, they can usually be found at home, watching the latest release on Netflix.
