Private Clients & Foundations

• Lead investment strategies for a wealth management group of ~$450 million assets under management – includes making investment decisions through research and a deep understanding of capital markets for all asset classes• Relationship manager for ~40 households overseeing assets under management of ~$45 million• Increased assets under management by 25% from 2022 to 2023 primarily through asset consolidation and new business acquisitions• Effectively manage high-net worth client portfolios by providing tailored solutions that aligns with client investment objectives and risk tolerances • Present wealth plans for clients which incorporate cash flow analyses, wealth management opportunities, risk mitigation strategies and estate planning• Manage center of influence relationships by meeting with internal and external partners to generate referrals and increase the wealth management group revenue• Prepare request for proposals, market material and client-friendly investment material

• Promoted from Associate Advisor to Associate Investment Advisor based off experience, knowledge level, and exceeded expectations in the role• Conducted research on equity, fixed income and alternative investments to provide regularupdates to the advisory team for investment decisions• Made investment model and client portfolio recommendations through research findings • Manage client relationships in conjunction with the lead portfolio manager• Lead trading execution with high accuracy which often involved coordination with the trading desks for large block orders

• As a member of a wealth management team, support the daily management of $2 billion dollars of assets under management for high net worth individuals, businesses, and foundations• Build and deepen high net worth client relationships by preparing and assisting with client meetings• Implement a strategic CRM system to enhance tracking of client meetings, follow ups, next touch points and other outstanding items• Collaborate with senior leaders to increase firm revenue by supporting the client onboarding experience through preparing prospect presentations and analysis • Provide recommendations for rebalancing clients strategic or tactical asset allocations based on market conditions, risks, and investment research • Handle client inquiries, and provide well communicated solutions by navigating various business channels and personal network• Enhance the RBC PH&N Investment Counsel brand by preparing financial planning models for clients to complement their wealth management experience • Coordinate Financial Planning or Wills & Estate Consultations with RBC business partners• Facilitate updating Know Your Client Information, and prepare Investment Policy Statements • Complete administration duties with a high level of accuracy, such as account opening documentation, tax documents and cash management • Stay up to date on market performance, and routinely review investment reports

• Increase branch revenue by sourcing new business for bank accounts, credit cards, lending, insurance, investments and business banking • Build up a clientele list through referrals, networking, appointments and warm calling• Act as a first impression for Coast Capital Savings by opening accounts for new members, and continue to deepen the relationship through follow up meetings• Add value to team chemistry by leading branch meetings • Contribute towards corporate goals by completing ad-hoc projects for the company (as referenced in academic achievements)• Promoted from Service Pro as one of the youngest Money Pro’s in the company

• Provide excellent customer service by helping with day-to-day transactions• Increase branch revenue by closing sales for personal and business customers for credit cards, lending, insurance products and bank accounts• Source referrals for business partners through value propositions • Winter for top Visa sales for Coast Capital Savings in July 2013

• Increase store revenue and routinely meet sales targets by helping customers find their needs for various sporting equipment• Increase store traffic by preparing sale advertisements• Featured in a promotional article in July 2011 for outstanding work and athletic achievements

Goalkeeper for the Whitecaps FC Youth Soccer Teams and residency program