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A team is not unlike an investment portfolio: When composed expertly, it nets more than the sum of its parts. Scott has the expertise to devise the ideal financial picture for you; the rest of the team has the diverse skills and experience to bring it to life. The result is your peace of mind.
Senior Portfolio Manager & Wealth Advisor
Playing competitive hockey while growing up made Scott an early riser. On off days, he would pass the mornings watching the news. It was there that Scott got the idea to purchase several ounces of silver, which, at the time, showed promise of a value increase (“the Hunt brothers were attempting to corner the silver market,” he recalls). At 10 years old, accompanied by his mother, Scott walked into the bank branch and made his first investment purchase: 10 ounces of silver, funded by redeeming a bond Scott’s grandfather had gifted him. Months later, Scott cashed in the silver at a profit, and he’s been a value investor ever since.
After graduating from the Royal Military College of Canada (RMC), Scott began his working life as a naval officer and has maintained the ambitious and disciplined mindset he developed in the military: “There is nothing that cannot be done if you put your mind to it and put in the hard work to achieve it,” as he says. Having later earned his Master of Business Administration (MBA) from the University of Western Ontario’s Ivey Business School, Scott went into investment banking. His hard work paid off in a successful career that included senior positions with leading global firms, including RBC Capital Markets, and spanned London (England), Toronto, and Vancouver. Looking back on 13 years of advising corporations on over $60 billion in mergers and acquisitions and capital markets transactions, Scott says, “Investment banking taught me to get the details right, the value of client relationships, and much about capital markets, companies, and securities.”
In 2009, Scott made the decision to bring his specialized skills to RBC Dominion Securities. Scott stood out among his cohort and soon won the coveted President of the President’s Club title for his strong commitment to client experience and integrity. Leveraging insights and relationships from his prior career, Scott creates a fully custom approach for building, managing, and preserving the financial wealth of each client. Scott is well poised to do so, as a Chartered Financial Analyst (CFA) charterholder, a Certified Financial Planner (CFP), a Canadian Investment Manager (CIM), and a Fellow of the Canadian Securities Institute (FCSI). Scott operates at the most advanced level in the field, holding licenses in securities, options, portfolio management, futures contracts and futures contract options, financial planning, as well as insurance.
Scott is always keen on educating those around him about finance, be it his clients and their children or his own three sons. He has also served as a chair of the Dominion Securities Advisory Board, lending his authoritative and thoughtful point of view to how the firm operates. Scott is committed to giving back to his community, is active politically, and has served on the board of directors of the Canadian Cancer Society, Hollyburn Country Club, Turning Point Recovery Society, and the Vancouver Maritime Museum. In addition, Scott has served on the fundraising committee of Operation Western Front and is a member of Canada Company. Scott and his family live in West Vancouver, and they are members of Hollyburn Country Club and the Royal Vancouver Yacht Club. Scott is an avid alpine and nordic skier who enjoys travelling, boating, and reading, as well as playing squash, tennis and golf.
Associate Portfolio Manager
Ben’s keen interest in the function of wealth can only be described as innate, a trait that has long been complemented by a strong work ethic. This dual force is what brought Ben to buy his first bond as a youth, and would propel him to pursue investments as both a hobby and a vocation.
Having earned a bachelor degree from the University of Western Ontario, Ben gained experience at another major financial institution managing wealth before taking a role as a private equity investor at an independent firm. “There, I was exposed to early stage investing and got to see a different side of finance,” he says. In 2014, Ben returned to the world of wealth, bringing his specialized and seasoned perspective to RBC Dominion Securities and Murray Private Wealth.
As associate portfolio manager, Ben is the primary relationship manager for some of our clients. Leaning on nearly two decades of industry experience, he carries out and oversees their individualized financial approach. Ben leads regular discussions to review, assess, and adjust clients’ financial pictures on an ongoing basis. He is also responsible for portfolio modelling and investment research. Ben follows the markets every day and performs analyses. Proficient in dissecting and interpreting companies – even when little information is available – he seeks out undervalued stocks and vets them with acute scrutiny. “I like to think and rethink that of which I am convinced,” says Ben.
While a lot of Ben’s know-how comes from experience, including working through several market cycles, he has multiple industry credentials, including the Chartered Financial Analyst (CFA) designation, as well as securities and options licenses.
Ben likes to keep his mind sharp outside of work, too. He advises on the proceedings of two organizations as a board member. He is a passionate investor, in both public and private equities.
Ben was raised in West Vancouver and currently lives with his wife, daughter, and son in North Vancouver. They are actively involved in the community and several charitable organizations. Ben enjoys reading, golfing, skiing, and travelling.
Team Operations Manager
Born and raised in Mississauga, Ontario, Lisa lived and worked in Calgary for years before moving to Vancouver. Lisa’s family has a vacation home in Costa Rica. Experiencing these different locales has helped Lisa develop a keen interest in people from various walks of life and strengthened her passion for helping clients reach their goals.
Lisa has had an interest in financial services from a young age and graduated from Sheridan College with a business diploma. “Finance was the most interesting subject to me,” says Lisa. After graduating, Lisa spent several years at another major financial institution, working closely with private clients on their financial needs, before joining RBC Dominion Securities in 2018. “I take pride in customer service and building client relationships” she says. Clients and colleagues alike appreciate her excellent communication skills, warm demeanor and knowledgeable assistance.
In her current role as Team Operations Manager, Lisa uses her considerable organizational skills to lead the client service and administration aspects of Murray Private Wealth. Lisa has completed her Wealth Management Essentials (WME) course and is a licensed Registered Representative.
Away from work, Lisa and her husband enjoy skiing, golfing, biking, traveling and spending time with family and friends. A big believer in giving back to her community, Lisa also supports the Vancouver Food Bank.
Investment Associate
Having emigrated from China as a child, Tracy has a gift for languages, brandishing full command of her native Cantonese as well as Mandarin and English. The daughter of an entrepreneur, Tracy was able to put this unique skillset to excellent use as early as her teens, acting as a translator in business proceedings and negotiations. These experiences proved a seed of financial curiosity that would sprout within Tracy.
The more Tracy learns about finance, the more she wants to know. To Tracy, who holds a diploma of International Business Management from the British Columbia Institute of Technology (BCIT), working in financial services means helping people. “I love the idea of translating what can be complex and intimidating into plain language,” she says, having spent the first four years of her career as a client service representative at the BC Credit Union.
Tracy joined RBC Dominion Securities and Murray Private Wealth in 2021. As our client experience associate, she is a first point of contact for some of our clients, performing administrative tasks like scheduling meetings, handling requests, and updating account documentation. Well versed in thinking on her feet and identifying optimal solutions, Tracy is integral to providing our clients with continued confidence.
Tracy is committed to deepening her investing knowledge through formal education and holds the Chartered Investment Manager (CIM) designation from the Canadian Securities Institute (CSI). Previously, Tracy completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) also from CSI.
Outside of work, Tracy is passionate about health and wellness, and she enjoys exercising, reading, exploring new restaurants, and traveling.
Associate
Backed by more than eight years in the financial services industry, Jenny draws on her considerable organizational skills to take care of client requests and act as the first point of contact for client communications. Before joining Murray Private Wealth at RBC Dominion Securities Inc., Jenny held positions as a Private Client Services Associate and Financial Services Representative at another major Canadian financial institution. In her current role, Jenny is passionate about building trusted relationships with clients and helping them reach their financial goals. Clients and colleagues alike appreciate Jenny’s personalized service, exceptional work ethic and the time she takes to get to know each client in depth.
A graduate of the University of British Columbia, Jenny holds a Bachelor of Arts degree in Psychology. Jenny has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH) Course and is a licensed Investment Representative.
Away from work, Jenny enjoys spending time with family and friends and stays active playing tennis, running, hiking and exploring the outdoors.
