Originally from Cleveland, Ohio, Dr. Lloyd received his Ph.D. from the University of Toronto in 1999. From 2000-2003, he was a university professor in the Williams School of Commerce, Economics, and Politics at prestigious Washington & Lee University (located in Lexington, Virginia). Today Dr. Lloyd provides comprehensive wealth management primarily for two groups: corporate officers and high net worth families. The fact that more than half of Dr. Lloyd's clients are chartered accountants -- including many CFOs and Treasurers of public companies -- reflects the quality of the strategic advice and the personal counseling that he provides. Indeed, some of Canada's most financially sophisticated individuals rely on Dr. Lloyd to advise them on their personal investments.
Dr. Lloyd has pledged that his wealth management practice will never exceed a maximum of 150 client families. This makes possible a level of personalized service that is uncommon.
~ THE TEAM ~
Chris is your primary contact for all administrative and general client needs. He graduated from the University of Toronto in 1999 with a Bachelor of Arts (Honours) specializing in Management and Economics. Chris joined RBC Dominion Securities in 2003 after starting his career at Manulife Financial. He is currently furthering his studies to enhance his financial planning designations.
Kelly received her law degree from the University of Western Ontario in 1993 and was called to the bar in 1995. She practised in the areas of litigation, family law and estate planning at a law firm until joining a major trust company in 1996, where she worked in a variety of roles involving estate administration and planning. Kelly joined RBC Dominion Securities in 2003. Kelly received her Certified Financial Planning (CFP) designation in 1998 and is a member of the Society of Trust and Estate Practitioners (STEP). Kelly’s significant practical experience in the estate planning and administration field, coupled with her financial planning expertise, allows her to offer guidance on both the tax and personal implications of your estate plan.
Luke is a Certified Financial Planner (CFP), and holds a Bachelor of Commerce with a Major area of study in Economics from Mount Allison University. Luke has worked in the Financial Services industry for over eight years, and has experience in the area of private client investing as well as with banking and financial planning for high net worth clients. Luke provides financial planning reviews for our clients to help them with determining their overall financial health. He also works closely with both the Will & Estate Planning Specialist as well as the Regional Insurance Specialist to provide a written assessment and a course of action to help our clients to achieve their goals.
After four years with a leading life insurer, Barrington joined RBC Dominion Securities in 1993. In 1995, Ontario was one of the last provinces to have Investments Advisors dually licensed for securities and insurance and Barrington was called upon to help the Investment Advisors successfully integrate insurance within their book of business to meet their clients’ objectives. In the same capacity, Barrington has also worked and continues to successfully work with advisors and their clients on other platforms within the RBC Financial Group.
Barrington has worked closely with a number of Investment Advisors across the GTA by providing them with strategies for creating varying degrees of tax efficiencies within their client’s personal and corporate portfolios. He enlists the help of other allied professionals both internally and externally in order to meet and exceed the expectations of the advisors he serves. As a result, the clients of the RBC Financial Group and their respective tax and legal advisors have come to trust and rely upon the knowledge that Barrington has consistently demonstrated with his time at the firm.
Sam graduated from Wilfrid Laurier University with a Bachelor of Arts where he majored in Economics and Business Administration. He has been an employee of the Royal Bank for over four years and has gained extensive experience in working with our high valued clients in managing their financial needs. Some of the facilities Sam specializes in are mortgages, secured and unsecured lines of credit, capital and carry loans, small business and day to day banking facilities. Sam has recently joined Royal Bank's Executive and Professional Banking Team, where he has an ongoing relationship with RBC Dominion Securities Advisors and their clients to ensure that all client's investments and borrowing needs are successfully met.
