David graduated from York University in 1987 with a BA in economics and obtained the CFP (Certified Financial Planning) designation.

 

David is a trusted advisor for many corporate executives, professionals and business owners.  His extensive experience in tax reduction, provides his clients unmatched expertise and access to solutions.  He considers client service to be of the highest importance and is continually working to build and strengthen client relationships to ensure trust, comfort and peace of mind. 

 

In turbulent market conditons, a broad, diversified plan is of paramount importance to any portfolio.  David's team at RBC Investments is positioned to provide you with advice and planning necessary to make sense of complex and rapidly changing markets. 

 

 

Qamar has over 10 years of financial services experience, encompassing international investment banking and investments.  Qamar is responsible for Investment Strategies and Quantitiative Modeling.  Qamar has a B.A. from Denison University, Ohio and a MBA from Emory University, Georgia.

 

 

Ana Maria joined RBC Dominion Securities in September 2007.  Ana Maria is responsible for administrative matters.  She has successfully completed her Canadian Securities Course.  Ana Maria resides in Oakville with her husband and two children.

 

 

Suzanne is responsible for client administration and marketing programs. 

 

Grant Henri, CFP, PFP, Pl.Fin.

Financial Planning Specialist

 

Catherine Nicholls, LL.B., TEP

Will and Estate Planning Consultant

 

Thomas Seah

Insurance Specialist

 

Prashant Patel, ASA,CFP,TEP

Vice President

High Net Worth Planning Services