RBC DOMINION SECURITIES GLOBAL - Key Persons
With 20 years of proven experience in business administration, supervision, compliance, risk, and operations of international financial advisory services, Alex provides a strength of management oversight for RBC Dominion Securities Global Limited. She has been with the firm since October 2008, creating a long standing partnership with the Managing Director, to serve both the office and clients to the best of her outstanding capabilities.
Her previous roles include Senior Compliance Officer, Latin American Region and Compliance Project Manager for top four investment banks in the United States. Alex holds a Bachelor of Science in Economics from Boston University, along with an MBA (with a concentration in Finance) from Bentley College, Graduate School of Business. In addition, she holds Securities Licenses and Professional Certifications: FINRA Series 7, 9, 10 and 63 and is CAMS Certified.
In her recreational interests, Alex enjoys a variety of water and muscular strength and endurance sports, along with an avid pursuit of world travel. She is also fluent in both English and Spanish.
As the Managing Director for RBC Dominion Securities in the Caribbean, Andrew leads a team of 35 professional investment advisors and portfolio managers, who provide sophisticated solutions to international clients from our offices in the Cayman Islands, Bahamas and Barbados.
With over 20 years of industry knowledge and experience, Andrew has a strong track record backed by being a Fellow of the Canadian Securities Institute, a Chartered Investment Manager and an Accredited Director. He also holds a Bachelor of Arts from the University of Western Ontario.
Andrew is a passionate and proficient international wealth management professional, with expertise in leadership, corporate governance, business development and financial services regulation amongst other skill sets. He sits on several boards across multiple jurisdictions as Executive and Non-Executive Director.
With responsibility for all aspects of the Caribbean business, Andrew has an extensive understanding of the global wealth industry, in the daily management of both high net worth clients and a high performing team.
Chad Sandiford joined RBC Dominion Securities Global Ltd. in 2017 as an Investment Advisor Associate after spending a number of years in the financial services industry.
Job Titles:
- Associate
- Investment Advisor
An integral part of John's team, Denise's focus is the delivery of exceptional client service. She joined the Bahamas office of RBC Wealth Management in October 2000 and has been with RBC ever since. Denise received her Masters degree in Education from the University of Florida. She grew up in Freeport, Grand Bahama, and now lives in Nassau. In her spare time, Denise enjoys travelling and boating.
Job Titles:
- Investment Advisor
- Senior Portfolio Manager
- CIM / Senior Portfolio Manager & Investment Advisor
Elliott focuses on building close relationships with our clients, gaining a deep understanding of their circumstances and designing portfolio solutions that help them achieve their financial objectives.
Elliott holds the Canadian Investment Manager designation. After graduating with a Bachelor of Commerce degree in 2002 he began his career with RBC Dominion Securities in Canada. He returned to Barbados to work on the investment team of an ultra-high-net-worth family office and later rejoined RBC as part of a team managing up to $5.5 billion in investment assets. In 2010 Elliott was charged with the responsibility of launching the Barbados branch of RBC Dominion Securities Global Limited which has grown.
As a Barbadian, Elliott is passionate about growing the international business sector. In his free time he enjoys golf and gardening as well as spending time at the beach with his family.
Job Titles:
- Senior Investment Advisor
Frank joined the investment industry to help investors achieve financial independence and gain confidence in the progress they make toward their financial goals. Now with 17 years of experience at leading global firms, he helps high-net-worth and ultra-high-net-worth investors around the world design fully personalized investment portfolios and wealth strategies, seamlessly managing every facet of their financial lives. Working closely with a team of highly accredited financial specialists at RBC Wealth Management, Frank provides sophisticated strategies in global investment management, financial planning, legacy planning and charitable giving to help you make the most of your wealth and protect it for future generations.
Frank holds a Bachelor of Commerce degree from Ryerson University in Toronto, Canada. He holds the Chartered Professional Accountant (CPA, CA) designations, as well as the most highly regarded designation in financial services, Chartered Financial Analyst (CFA). Before joining RBC Dominion Securities, Frank was a Vice-President at Credit Suisse AG for 10 years and a Senior Vice-President at Holdun Family Office for two years. He is passionate about the markets, and clients appreciate his ever-evolving, in-depth knowledge of capital markets and global investing.
Outside of the office, Frank enjoys staying active through hockey and golf. He also spends much of his free time cooking and reading.
Grégory joined RBC Dominion Securities Global Limited as Investment Advisor in 2020. He started his career in 2012 with a graduate program in his native Switzerland where he worked in various wealth management teams (including High Net Worth and Ultra High Net Worth). In May 2014, he moved to Zurich and joined a Swiss private banking corporation as a relationship Manager/Investment Advisor, servicing clients domiciled in Latin America, Europe and Switzerland. After 5 years in Zürich, the opportunity to relocate in his role to Nassau arose and he moved to the Bahamas in January 2019. There, he worked as Investment Advisor/Portfolio Manager and also served as investments' competence center for the booking center Bahamas.
As a trusted advisor, Grégory uses a holistic approach to understand and define clients' needs. He leverages his expertise and the Bank's value chain to help them achieve their wealth management objectives. His main focus is to provide clients with comprehensive investment advice and build a suitable investment strategy according to the client's risk and return expectations.
Grégory holds a degree in Banking and Finance from the Swiss Finance Institute and is a certified wealth management advisor (CWMA). In addition, Grégory speaks fluently six languages (French, English, German, Spanish, Italian and Portuguese). In his spare time Grégory enjoys the outdoors with a passion for skiing, being from the Swiss Alps. He previously competed as a semi-professional skier but has now swapped the snowy mountains for sandy beaches and relishes in spearfishing, snorkeling, climbing and triathlons.
Job Titles:
- Branch Operations Assistant
Job Titles:
- Senior Investment Advisor
Job Titles:
- Investment Advisor
- Portfolio Manager
Kevin is an experienced investment professional who has helped our institutional and high net worth private clients to understand their investment objectives and to implement bespoke solutions designed to help achieve these.
Kevin began his career in Canada with Russell Investments where he focused on money manager research and building multi-manager investment solutions in fixed income and global equities primarily for pension plans. After returning to Barbados he joined RBC in 2007 to manage investment portfolios for captive insurance companies and other international clients. Kevin is a Chartered Investment Manager and holds a Masters in Business Administration degree from Durham Business School in the U.K.
When he is not helping clients with their investment portfolios, Kevin spends time with his wife and their two sons, and he is active his community, most recently serving as Treasurer of the school PTA.
Paul is the Branch Officer and Service Desk Investment Advisor, focused on building cost effective portfolios and providing prudent investment advice. With more than 12 years of experience in the industry, Paul demonstrates a clear passion for educating clients on the benefits of investing in helping them to achieve their financial goals.
Paul joined the RBC Dominion Securities team in 2014, and today, is primarily responsible for building cost-effective diversified portfolios for clients to begin their investment journeys and providing project and efficiency support to three branches. He is known among clients for his quick turnaround time and clarity and transparency around their investments.
A firm believer in ongoing education, Paul has earned the advanced industry designations of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).