RBC Mobile
Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
At Wilkie Wealth Management, our client-centred approach is strengthened by over 100 years of combined industry experience. In that time, we’ve encountered the ups and downs of the markets, the highs and lows of our clients’ lives, and the twists and turns of their journey toward success – providing true peace of mind at every milestone along the way.
Senior Portfolio Manager
Associate Investment Advisor
Associate
Wealth Associate
“Making a real difference in our clients’ lives by removing worry, building a strategic plan, and growing their wealth – that’s what we strive for as a team each and every day,” Mike says. This has remained true over his 25-year-plus career at RBC Dominion Securities, where he’s leveraged his unmatched knowledge, entrepreneurial spirit, and client-first approach to exceed the expectations of his clients for decades. As founder and senior portfolio manager of Wilkie Wealth Management, Mike takes great care in forming meaningful relationships with clients and their families that help inform his personalized wealth and investment approach. Whether he’s helping you set up your retirement or securing your legacy, he coordinates it all alongside a highly equipped team that truly has your best interests at heart.
Prior to joining the industry in 1999, Mike earned a Bachelor of Business Administration (BBA) from Simon Fraser University. Passionate about education and gaining additional knowledge for the benefit of our clients, he has received the coveted Financial Management Advisor (FMA) and Chartered Investment Manager (CIM) designations from the Canadian Securities Institute (CSI), some of the leading industry credentials for advisors managing sophisticated financial situations. Rounding out his vast expertise, Mike is also insurance licensed and one of the select advisors equipped to provide specialized cross-border advice.
Mike was born in the United Kingdom, raised in North Vancouver, and is proud to call British Columbia home alongside his wife and three adult children. Away from the office, Mike loves spending time outdoors by hiking, golfing, swimming, and wake surfing, and enjoys reading. He is also an avid supporter of many philanthropic initiatives and charitable events that contribute to the flourishing of our community and beyond.
With nearly three decades of financial services experience, Christy has an impressive breadth of knowledge that empowers her to provide the highest level of service and advice to our clients. As associate investment advisor for Wilkie Wealth Management, her primary focus is on portfolio management and investment strategy, providing comprehensive wealth management services to our clients in all facets of their wealth, and conducting in-depth client review meetings to ensure they’re on track to achieve their goals. A passionate people person, Christy recognizes the stress and challenges that come along with managing wealth and works diligently to alleviate concerns and simplify the complexity of our clients’ financial situations so that they can achieve true peace of mind.
Christy is a graduate of the University of Western Ontario where she earned a Bachelor of Arts in Psychology. She has also earned her Financial Management Advisor (FMA) designation, is insurance licensed, and has completed several courses from the Canadian Securities Institute (CSI).
Born in Calgary, Christy moved to Vancouver when she was 13 and is proud to call it home alongside her husband. Outside of the office, Christy enjoys staying active in both body and mind by hiking the beautiful trails on the North Shore, kayaking, practicing yoga, painting, and cozying up with a good book. She is an active supporter of the Greater Vancouver Food Bank and Backpack Buddies.
Clare began her financial services career at Royal Bank in 1998 and joined RBC Dominion Securities in 2002 to work alongside Mike Wilkie. An integral part of Wilkie Wealth Management, Clare leverages her wealth of experience in dealing with a variety of client situations – including estates, legal, taxation, and family dynamics – to thoughtfully monitor and rebalance portfolios, make trades, and carefully manage our clients’ unique investment strategies. She also regularly assists our administrative team with complex client inquiries and proactively collaborates with clients to ensure they meet their short- and long-term goals.
On top of the knowledge and wisdom Clare has gained through her nearly three decades’ worth of industry experience, she has also completed numerous courses from the Canadian Securities Institute (CSI).
Along with her husband and daughter, Clare lives in sunny Steveston and enjoys a variety of outdoor activities, from paddleboarding and hiking to playing many sports and volunteering with her daughter’s fastpitch softball team.
Drawing on over a decades’ worth of experience, including a previous position at another large brokerage firm, Jessica brings a wide breadth of knowledge and expertise to coordinating and developing comprehensive solutions for clients’ complex needs. They always appreciate her sound advice, expert execution, and the peace of mind she brings them.
Jessica graduated from the financial management program at the British Columbia Institute of Technology (BCIT). A firm believer in ongoing education, she has since acquired the Chartered Investment Manager (CIM) designation, the industry standard for discretionary investment and portfolio management services.
When she’s not working or pursuing further education, Jessica enjoys spending time with her family and friends or enjoying a good book.
Andrew brings over 25 years of experience to Wilkie Wealth Management, having established a long-standing career at RBC in a variety of positions while amassing invaluable industry knowledge. As associate, Andrew leverages his personable and process-oriented nature to perform a myriad of tasks ranging from performance reporting and requests for electronic funds transfers to onboarding new clients and “putting out fires,” as he puts it. Having served clients in-branch, at RBC Direct Investing, and alongside multiple advisors over the course of his career, he offers a truly collaborative and compassionate approach that’s strengthened by his unmatched professional proficiency.
Andrew earned a Bachelor of Business Economics from Brock University. Committed to continual education, he has also completed a number of courses in the investment industry and is both securities and options licensed.
Andrew lives in Richmond with his wife and two teenaged sons, and the family enjoys hikes with their Goldendoodle, Copper. Andrew also likes to go skiing and camping. A proud 12th man, he is a Seattle Seahawks season ticket holder.
A highly dedicated and detail-oriented associate, Jennifer joined Wilkie Wealth Management in 2022 after working in the government sector and retail industry. On top of being the first point of contact for any and all client inquiries, Jennifer is responsible for a variety of key functions including booking meetings, handling fund requests, insurance and CRA payments, and client onboarding – all of which she handles with care.
A graduate of Simon Fraser University, Jennifer earned a Bachelor of Arts in economics prior to joining RBC. She has also completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Wealth Management Essentials (WME) course from the Canadian Securities Institute (CSI).
Jennifer was born in Burnaby, grew up in Taiwan, and is now proud to call Vancouver home. Outside of work, she enjoys travelling, being active, and spending time with her giant cat, Cooper. In honour of her dad, Jennifer donates blood quarterly through Canadian Blood Services.
Discover how our experienced and knowledgeable team can help.
