RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
Our client-first wealth management approach allows us to take the time to truly understand your goals, aspirations, and long-term plans before crafting a strategy that precisely fits your needs. Whether you’re looking to plan for retirement, manage the sale of your business, or leave a legacy for future generations, we’re dedicated to being your trusted partner through any and all life changes.
Senior Portfolio Manager
People are at the heart of our business, and Brad never forgets it. “Helping families meet their needs so that they can enjoy their moments is the core of what we do,” he says. Leveraging over 30 years of industry experience, Brad serves as senior portfolio manager and leader of our team, applying his wealth management expertise to provide peace of mind for our clients.
Brad began his career in the trust and investment industry, specifically working with clients’ Will and estate concerns at RBC Royal Trust. His experience has taught him that the best way to help clients is through having meaningful conversations, whether that’s in person, over the phone, and more recently, over video. “It’s my job to prevent people from doing the wrong thing at the wrong time,” he says, “and the best way to do that is to stay connected to them.”
A graduate of the University of Western Ontario, Brad has achieved some of the top accreditations in the industry, including the Chartered Investment Manager (CIM) designation, Personal Financial Planning (PFP) designation, Financial Management Advisor (FMA) designation, and his life insurance certification.
Outside of work, Brad likes to stay active with a regular fitness routine. He equally enjoys unwinding with family and friends, whether that’s with a glass of wine or at the family cottage with his wife, Michelle, and their children and grandchildren.
Financial Planner
As the newest member of Young Wealth Management Group, Albert leverages over 20 years of experience to provide our clients with detailed planning uniquely tailored to their financial, tax, retirement, and estate needs. Prior to joining our team, he spent over a decade working as a Financial Planning Specialist with RBC Family Office Services, utilizing his Certified Financial Planner (CFP) designation to support advisors and their clients.
Albert attended the University of Waterloo, where he completed a Bachelor of Science degree in Science and Business and obtained his Master of Accounting degree. He is a Chartered Professional Accountant (CPA) and has previously worked at a large public accounting firm as a Senior Tax Manager, where he focused in tax and provided professional services to an array of clients, from individuals to owner-managed businesses to publicly owned entities. Albert additionally has completed numerous In-Depth Tax Courses from CPA Canada, which is recognized as Canada’s premier tax training program, and is a member of the Canadian Association of Farm Advisors (CAFA).
When he’s not at the office, Albert enjoys spending time with his wife, Tanya, and their three young children.
Associate Advisor
When given a complex problem, Mackenzie will always find a solution. “I see challenges as a puzzle – one that I can solve,” he says. With a forward-thinking approach and a strong growth mindset, Mackenzie applies his expertise to offer our clients a seamless experience as an associate advisor. Acting as a “quarterback” for the investment management side of our business, Mackenzie conducts meticulous technical analysis and performs daily quality control for client accounts.
Prior to joining the team in 2015, Mackenzie earned a diploma in Financial Planning Services from Fanshawe College and gained valuable experience assisting clients with their day-to-day banking needs at another major financial institution.
In his free time, Mackenzie enjoys playing volleyball, golfing, and spending time outdoors or at the cottage with his wife, Alison, and his family.
Associate
With a Bachelor of Commerce degree from the University of Guelph, Karen joined the financial services industry in 2001, and as she puts it, “the rest is history.”
Drawing on over 20 years of financial experience, Karen provides essential support for our team by preparing for reviews, managing schedules, and ensuring everything is operating smoothly, all while delivering the highest level of client service.
Often the first point of contact, Karen enjoys getting to know and being part of our clients’ personal experiences. No two clients are the same, and for Karen, this can lead to exciting learning opportunities. “Each day presents a new challenge,” she says. “I love being able to work through a particular problem and learn something new.”
In her off hours, Karen can be found in the hockey stands cheering on her son, playing recreational baseball, or spending time with friends. Her cat, Murphey, also keeps her endlessly entertained with his mischievous antics.
Get in touch with our team today
