Brent has worked in the financial services industry for over 25 years and is a Vice President and Portfolio Manager for RBC Dominion Securities.
Over the years, Brent has developed an investment management approach specifically tailored to individuals and families that do not have a traditional pension to rely on in retirement. His philosophy around low volatility and wealth preservation has allowed clients to benefit in diverse, unpredictable market conditions.
Whether it is the possible sale of the family business, transitioning wealth to the next generation or just general market uncertainty, Brent brings a calming, balanced perspective to challenges clients are facing.
Integrity and trust are critical to our team’s process. As a Chartered Financial Analyst (CFA) charterholder, Brent is dedicated to the highest ethical standards (www.cfainstitute.org). He received his Bachelor of Commerce in 1990, majoring in finance from the University of British Columbia. Brent also holds his Certified Financial Planner (CFP) designation.
Outdoor activities and sports have been a lifelong passion. Brent also finds time to volunteer and was most recently a board director and Treasurer for the Canadian MPS Society.