WISDOM AND WEALTH - Key Persons
Job Titles:
- Senior Portfolio Manager & Wealth Advisor, Financial Planner
Job Titles:
- Investment Advisor & Financial Planner
Brent is born and raised in South Vancouver Island, and has 15 years' experience with RBC. He holds a Bachelor's Degree in Business Administration, and has a passion for continuing education having earned the CFA (Chartered Financial Analyst), and CFP (Certified Financial Planner) designations. He enjoys working with clients to identify and fulfill their objectives, while building customized investment portfolios aligned to their priorities and values. In his spare time he spends time reading, playing golf, and getting outdoors with his wife Lucy and their 2 dogs.
Job Titles:
- Senior Investment Advisor
Bruce began his career as an Investment Advisor with RBC Dominion Securities in 1995 following his graduation from the University of Victoria. He holds the prestigious Chartered Investment Manager (CIM) and the Fellow of the Canadian Securities Institute (FCSI) designations and is also Life Insurance licensed. Bruce takes tremendous pride in providing unbiased wealth management advice while offering the full spectrum of solutions.
Over the many years and through various cycles, Bruce and his team have built a loyal following of clients through a well-diversified pension-style investment philosophy. We take great gratification in the level of service that we provide to our clients along with the integrity in which we conduct business. As a result, we have been recognized by our clients and within the firm as leading investment advisors.
Job Titles:
- Branch Operations Manager of the Victoria
Chelsey has been with RBC Dominion Securities Victoria since 2011. She started her wealth management career as an Administrative Assistant and advanced to Associate, Associate Advisor, and Wealth Associate roles. Her experience and industry knowledge have made the transition to leadership a natural progression.
In 2022, Chelsey became the Branch Operations Manager of the Victoria and Sidney RBC Dominion Securities branches. This is where her passion for people flourished: She loves coaching, training, and collaborating with associates, fostering a supportive and inclusive working environment. Chelsey supports the Investment Advisor and management teams for effective, smooth operations of a dynamic wealth management office. An advocate for ongoing education, she completed her studies in Business Administration at Mount Royal University and holds the Certified Financial Planner (CFP) designation.
Chelsey grew up in Victoria with strong family ties to Alberta. She loves the West Coast and spends her free time (trying to be) active and exploring the beautiful Island with her husband, two young kids, and their dog.
Job Titles:
- Senior Portfolio Manager
- Senior Portfolio Manager & Wealth Advisor
Cristian is a Senior Portfolio Manager and Wealth Advisor who focuses on offering personalized financial strategies for clients and families who need solutions to meet today's financial complexities. Cristian has earned several financial planning and portfolio management designations, including the prestigious Fellow of Canadian Securities Institute (FCSI), the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) titles. He is also part of an elite group of advisors at RBC Dominion Securities who have earned the title of Senior Portfolio Manager. As a licensed insurance representative in the province of British Columbia, Cristian can also offer clients insurance solutions for tax, income and estate planning needs.
Cristina is an Associate Advisor, and joined RBC Dominion Securities in January 2019. Prior to joining Cristian's team, Cristina worked at RBC Global Asset Management in Vancouver.
Job Titles:
- Branch Director
- Branch Director for the Victoria
- CIM
Dwane is the long-standing Branch Director for the Victoria, Sidney, and Westshore offices of RBC Dominion Securities. His career trajectory started as an Investment Advisor in Regina. He quickly progressed to Assistant Branch Manager in Victoria, then Branch Manager for the Fraser Valley, and finally back to Victoria in 2004 as Branch Director.
He feels incredibly lucky to work with such an amazing management group, outstanding wealth managers, and tremendous support staff. During his tenure as Branch Director, Dwane has encountered many diverse client circumstances, and he is proud of the milestones his dedicated team has helped each client reach so far as they track toward future success.
In his spare time, Dwane enjoys physical fitness, golf (although it doesn't love him back), reading, and walking Vesper, the family labradoodle, with his wife, Peg. Their three young adult children live in Ontario and Quebec, but they come home to humour their parents on the "Wet" Coast.
Job Titles:
- Member of the Canadian Bar Association Wills
- Will & Estate Consultant, Family Office Services, RBC Wealth Management
Grace received her Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003.
She was called to the British Columbia Bar in 2004. Prior to joining RBC, Grace practised law in Vancouver, specializing in estate planning and estate administration. Most recently, Grace worked at a hospital foundation advising the charity on legal matters as well as its donors on charitable giving.
Grace is a member of the Canadian Bar Association Wills and Trusts Section and Charities Section. She is fluent in Cantonese and Mandarin.
Born and raised in Nanaimo, BC, Graeme graduated from Malaspina University-College with a diploma in Hospitality Management in 2005. In 2006, he moved to Victoria and started working at the Inn at Laurel Point with the Guest Services Department. In 2010, he returned to school at Royal Roads University in order to complete his Bachelor's degree. In 2011, he graduated with a Bachelor of Commerce in Entrepreneurial Management. In 2012, he joined Crowle Wealth Management Group. He has continued to deepen his knowledge and expertise with industry designations such as Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Wealth Management Essentials (WME), and Advanced Investment Strategies (AIS).
Graeme is your point of contact for various inquiries including scheduling portfolio review meetings, account information, withdrawal requests, account transfers, DS Online access inquiries, and liasing with your tax advisor.
When away from work, Graeme spends time with his family, which includes his wife, Lauren, his 7 year old son, Noah, and his dog, Barkley. Graeme is currently playing soccer and basketball on the week nights and weekends, as well as coaching Noah's soccer team.
Job Titles:
- Financial Planning Specialist, Family Office Services, RBC Wealth Management
Inder is a Chartered Professional Accountant (CPA, CA) and has completed the Chartered Professional Accountants of Canada's In-Depth Tax Course. She holds a Bachelor of Science and a Diploma in Accounting from the University of British Columbia.
Prior to joining RBC, Inder amassed over eight years of experience in public practice at two distinguished and established accounting firms. As a Tax Manager she specialized in providing Canadian tax solutions to a wide range of clients and industries. Her experience includes tax planning, estate planning, and corporate reorganizations for high net worth families and business owners.
Inder's role is to work with and support your advisor in preparing and presenting your Compass Financial Plan and to identify and assess any related financial planning concerns you may have.
Job Titles:
- Banking Advisor for Victoria
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor for Victoria, Jessica Butler works as a single point of contact, providing banking and credit solutions for select clients of Wealth Management Canada and their families. Partnering with Investment Advisors and Counsellors across the region, she provides personalized service and tailored advice to help clients save time and effectively manage their day-to-day banking needs.
With more than 9 years' experience in financial services at RBC, Jessica is respected by her clients, her peers and the industry, and has received top performer recognition.
Born in Ottawa and raised in Saanich, BC, Jessica holds a Certificate in Business Administration from Camosun College in Victoria.
Jessica currently resides in Victoria. When she is not hard at work for her clients, she enjoys spending time outdoors hiking, camping and boating. Jessica is also fluent in French.
Job Titles:
- Branch Operations Manager
As a Branch Operations Manager with RBC Dominion Securities in Victoria, Marcela draws on her extensive knowledge of compliance and 30 years of experience in customer service. In her role, she oversees and implements changes in policy and procedures at the branch level and mentors new team members.
Proactive and thoughtful, Marcela always looks for ways to improve efficiency and promote the best client service experience. Her background in law and finance and 14 years as a Bank Manager in Colombia have helped her navigate the financial sector in her native country, Bermuda and Canada.
Outside of work, she enjoys taking her dogs, Eric and Ed, to the beach and exploring the beautiful parks Vancouver Island has to offer.
Tim began his career in the financial services industry in 1992. He has built a reputation as a capable advisor, mentor, trainer and knowledgeable estate planning and insurance professional. In collaboration with your trusted advisors, Tim follows a proven process featuring a customized, client-centric, goals-based approach to create, protect, enhance and transfer wealth.
In addition to a bachelor's degree in political science and an MBA, Tim is also a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist.
Tim has called Vancouver Island home since 1980 and settled in Victoria, B.C., in 1985, where he enjoys the west coast lifestyle with his wife, two sons, extended family and friends. Tim coaches youth soccer, is an avid cyclist and loves to walk his dog Sam.
Job Titles:
- Associate Wealth & Investment Advisor and Financial Planner
In his role as the team's Associate Wealth & Investment Advisor and Financial Planner, Tylor works with Cristian and the individual clients to implement their financial strategies and create investment portfolios that help them to achieve their investment, retirement, education, and estate planning goals. Tylor's primary responsibilities are to ensure a high standard of customer service while overseeing the execution of the wealth management process, discretionary and non-discretionary investment trading.
Since joining RBC Dominion Securities in 2005, Tylor has gained a broad range of wealth management, investment, and financial planning knowledge. He has received the Fellow of CSI (FCSI), Canadian Investment Manager (CIM), and the Financial Management Advisor (FMA) designations as well as multiple RBC Performance awards for client service.
Tylor was born and raised in Victoria. He completed the Hotel & Restaurant Administration program at Camosun College, then worked in hotel management in Whistler where he met his wife Kara. Tylor and Kara eventually returned home to Victoria. After deciding to change careers, Tylor graduated with distinction from the Bachelor of Commerce in Entrepreneurial Management program at Royal Roads University in 2005. Shortly after, he began working at RBC Dominion Securities. Tylor and Kara have two young daughters. When not at the office, Tylor spends his time with friends, family and travelling.