PETER WU - Key Persons
Job Titles:
- Senior Portfolio Manager ） 注册财务规划师（Certified Financial Planner
Cynthia Pi focuses on assisting the team with administrations, fund transfers, and other organizational paperwork. She helps with organizing tasks and schedules within team, as well as helping with team operations.
Cynthia was an intern with the team in 2019, and she officially joined RBC DS in 2023. She graduated from UBC with a degree in Finance and is currently enrolled for the CSC and CPH courses. Cynthia is fluent in both Mandarin and English, and she can understand Cantonese.
Devon loves coaching, whether it's helping our clients understand their net worth projections using real-time planning tools or developing bantam curlers so they can take their curling to the next level.
Devon began his career at RBC in 2016, as a technical specialist. Before long, he had joined our team to help with investment research, trade execution, and wealth plan coordination. Given the analytical nature of his responsibilities, it comes as no surprise to our clients that Devon has a Master's degree in Exploration Geophysics, and is a self-proclaimed "heavy user and secret fan of spreadsheets."
However, what comes as a surprise to some of our clients is that Devon once curled competitively and at the provincial level. It's a passion of Devon's that he credits as reinforcing the power of discipline, teamwork, and having fun doing what you love.
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Several years into her career as an aerospace engineer, Elyse started to notice there was "little relationship between what I put in and what came out." That's when she began to take a close interest in the wealth management space, where Elyse recognized a direct and clear correlation between the effort put into caring, listening, helping, and developing deep relationships with clients, and the success clients achieved in wealth and life. And so, Elyse took the leap into wealth management, where her passion for people and drive (in other words, what she put in), would create financial peace of mind for her clients.
Today, Elyse has over 25 years of experience helping individuals, families, and business owners with their financial planning and investment needs. She leads the Clements Private Wealth team with a strong belief in building things to last, be that her clients' wealth or her talented team.
Highly technical and analytical by nature, Elyse embodies the growth mindset of learning, curiosity, and working hard to arrive at solutions. Yet, building relationships is what ultimately motivates her; that, and helping her clients live a "balanced life" of enjoying the wealth that our team helps them build and protect.
For Elyse, part of living a "balanced life" is giving back to her community. This includes several years on non-profit boards, including the University of Sudbury, Science North, and the Sudbury Community Foundation. As avid cyclists, Elyse and her husband spend much of their spare time cycling throughout the region.
Elyse completed a degree in aerospace engineering as well as graduate work at the University of Toronto Institute for Aerospace Studies before beginning her career at deHavilland (Bombardier) Aircraft. After earning advanced industry certifications, including the rigorous Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) designations, Elyse became part of a select group of advisors at RBC who are licensed Portfolio Managers within the Private Investment Management group.
Job Titles:
- Associate
- Investment Advisor
- CIM / Associate Investment Advisor
Job Titles:
- Branch Operations Manager
Mandy Wang focuses primarily on customer relations to help ensure that clients have a positive wealth management experience with RBC Dominion Securities. She serves as a liaison between customers and the investment team, helping with team operations, retirement planning, estate planning, tax efficiency, and asset protection.
Mandy joined RBC DS in 2016. She has successfully obtained her Certified Financial Planner License, Personal Financial Planner License, Registered Representative (Broker) License and Canadian Life Insurance License.
If you have any questions regarding your long term financial success, please don't hesitate to reach out to Mandy.
Tamara is often the first voice you hear when you call into our office or come in for a visit, and also "my favourite part of the job." She's known around the office for her extraordinary ability to leverage technology and process, be that collaborating with clients and accountants for personal and corporate income tax preparation, or everyday client account management. Tamara is always there to deliver a thoughtful and thorough experience for clients, and if you ask them, they'd say Tamara's true talent is with people.
Before Tamara joined Clements Private Wealth, she was a valued member of the RBC technology support group in Toronto. Before that, she volunteered regularly at the Toronto Humane Society and considered going into veterinary care. Tamara now has built over 15 years of experience in both the wealth management and technology space and hasn't looked back.
When Tamara isn't using her diverse background and skill set to help make our clients' lives a little easier, you can find her and her family enjoying the nature around their Sudbury home with their several critters.