Portfolio Manager

• Feb 2019 - Present

Investment & Retirement Planner

• Sep 2017 - Feb 2019

• Performe due diligence and discovery meetings with clients using a holistic economic balance sheet. • Provide tailor made financial planning advice and solutions using RBC GAM investment and portfolio solutions. • Obtain and consolidate existing and new-to-RBC clients and assets. • Quarterback clients with the right RBC team members (PH&N, Dominion Securities, Financial Planner, etc) to meet their needs. • Cultivate relationships with internal RBC partners (ie. Banking Advisors, Mortgage Specialists, Commercial bankers, etc) to send and receive referrals. • Develop external business referral sources and COI’s through networking and marketing.

Vice President & Investment Advisor

• May 2014 - Aug 2017

Financial Advisor

• Apr 2012 - May 2014

Served as a financial advisor providing individualized solutions to preserve and deepen clients’ wealth through various channels. Develop advocacy-based relationships and provide comprehensive financial planning and consultations. Assist clients in meeting their financial goals through meeting regularly and applying a hands-on approach. Ensure client investments remain suitable based on personal and market conditions. Manage growth portfolios within the US and Canadian markets. Served as a financial advisor providing individualized solutions to preserve and deepen clients’ wealth through various channels. Develop advocacy-based relationships and provide comprehensive financial planning and consultations. Assist clients in meeting their financial goals through meeting regularly and applying a hands-on approach. Ensure client investments remain suitable based on personal and market conditions. Manage growth portfolios within the US and Canadian markets.

Investment Advisor

• Nov 2006 - Apr 2012

Providing full service wealth management services to HNW individuals and institutions in helping them reach their financial objectives. I specialize in customizing portfolio strategies and investment solutions that emphasize wealth preservation and long term growth. Providing full service wealth management services to HNW individuals and institutions in helping them reach their financial objectives. I specialize in customizing portfolio strategies and investment solutions that emphasize wealth preservation and long term growth.

Investment Advisor

• Apr 2002 - Nov 2006

Financial Consultant - Registered Representative (US)

• Jan 1999 - Apr 2002

Specialized in working with high net worth clients/investors in the US providing investment solutions and wealth management services. Specialized in working with high net worth clients/investors in the US providing investment solutions and wealth management services.