WEALTH MANAGEMENT - Key Persons
Job Titles:
- Investment Advisor
- CIM
- Investment & Wealth Advisor
- Investment Advisor / RBC Dominion Securities
Since joining RBC Dominion Securities, Asad has provided clients with valuable investment and wealth management advice. His informed, diligent and accessible approach, coupled with an outstanding level of client service, allow him to expertly look after a wide range of clients, whom are primarily made up of high-net-worth individuals and families.
Asad focuses on matching clients' financial goals and objectives with appropriate investments by utilizing dynamic asset allocation and professional risk management techniques. He employs both direct securities investments and tax and risk management tools to help you achieve long-term wealth preservation and growth.
Asad graduated from the Carleton University in Ottawa with an economics degree and continued his studies with a number of advanced courses through the Canadian Securities Institute (CSI). Additionally, Asad has obtained the two major industry certifications, Chartered Financial Planner (CFP) and Chartered Investment Manager (CIM).
Brooklyn graduated from Conestoga College and holds an advanced diploma in Business Administration - Financial Planning. She will work closely with Asad in order to provide the highest quality of service and to fulfill your day-to-day needs.
Brooklyn completed the Canadian Securities Course (CSC) in August 2021 and completed her Conduct and Practices Handbook (CPH) in June 2022. She is currently working towards her Certified Financial Planner (CFP) designation.
In her free time outside of the office, Brooklyn enjoys spending time outdoors with family and friends.
Job Titles:
- Associate Advisor & Financial Planner
Doug joined RBC Dominion Securities in July 2016. He graduated from the Conestoga College Business Administration, Financial Planning program in 2004 and received his Certified Financial Planner designation in 2007. Doug has over 10 years' experience in the financial services industry.
Doug and his wife Pam live in Waterloo and have three children, Cece, Chase and Maya.
Lisa Strayer joined RBC Dominion Securities in April 1999 extending an already extensive career in the financial services industry. Lisa's reputation for trust and integrity, providing exceptional portfolio management coupled with her commitment to provide excellent service quality is what her valued clients have appreciated over the years.
Meaghan Carter has been energetically involved in the financial industry since 2008 and joined the Davidson - Strayer Wealth Management team at RBC Dominion Securities in November 2011 as an Associate. Meaghan works to build strong client relationships by providing excellent client service and detail oriented administrative functions. Meaghan is your main point of contact for all administrative and account information needs. Meaghan successfully completed the Canadian Securities Course in 2008.
Meaghan is a busy mom of two teenagers and when not attending baseball games or horseback riding lessons, she enjoys travelling, spending time with friends and the theatre.
Job Titles:
- Branch Operations Manager