Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tanner N
Remote
RBC PRIVATE COUNSEL (USA) INC.
Tanner Niven is a financial advisor with RBC Private Counsel (USA) Inc. He holds six years of industry experience, having worked at RBC Private Counsel since 2018 and at RBC Dominion Securities Inc. since 2012. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.
Nancy F
Remote
RBC PRIVATE COUNSEL (USA) INC.
Nancy Fairclough is a financial advisor with RBC Private Counsel (USA) Inc., holding 20 years of industry experience. She has been with RBC Dominion Securities Inc., RBC Wealth Management Financial Services Inc., and RBC Private Counsel (USA) Inc. since 2006, 2010, and 2013 respectively. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Stuart O
Series 63
Remote
RBC PRIVATE COUNSEL (USA) INC.
Stuart Ostlund is a financial advisor at RBC Private Counsel (USA) Inc. with a Series 63 designation and nine years of industry experience. He has been with RBC Private Counsel since 2005 and has been associated with RBC Dominion Securities Inc. since 1981. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada, offering discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Jacques L
Series 63
Remote
RBC PRIVATE COUNSEL (USA) INC.
Jacques Laverdure is a financial advisor with RBC Private Counsel (USA) Inc. He holds a Series 63 designation and has 10 years of industry experience. Laverdure has been with RBC Private Counsel since 2015 and is also affiliated with RBC Dominion Securities Inc., where he has been associated since 1966. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Blaine Z
Remote
RBC PRIVATE COUNSEL (USA) INC.
Blaine Zurfluh is a financial advisor with RBC Private Counsel (USA) Inc., holding over a year of industry experience. His career includes roles at RBC Wealth Management Financial Services Inc., RBC Dominion Securities Inc., and Royal Mutual Funds Inc. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Christopher G
CFA®
Remote
RBC PRIVATE COUNSEL (USA) INC.
Christopher Girdler is a CFA® charterholder with five years of industry experience. He has worked at multiple entities within the Royal Bank of Canada group since 2009, including RBC Private Counsel (USA) Inc. since 2023 and RBC Wealth Management Financial Services Inc. since 2021. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals and families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Geoffrey H
Remote
RBC PRIVATE COUNSEL (USA) INC.
Geoffrey Hartley is a financial advisor at RBC Private Counsel (USA) Inc. with 8 years of industry experience. He has been with RBC Private Counsel since 2015 and has also worked at RBC Dominion Securities Inc. since 2011. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.
Thomas C
Remote
RBC PRIVATE COUNSEL (USA) INC.
Thomas Caldwell is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has held roles at RBC Wealth Management Financial Services Inc. since 2016 and with RBC Dominion Securities Inc. since 1994. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals and families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
John K
Remote
RBC PRIVATE COUNSEL (USA) INC.
John Kalaydjian is a financial advisor at RBC Private Counsel (USA) Inc. with nine years of industry experience. He has been with RBC Private Counsel since 2004 and has over 26 years of experience at RBC Dominion Securities Inc. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, trusts, and not-for-profits.
Donald L
Series 63
Remote
RBC PRIVATE COUNSEL (USA) INC.
Donald Loree is a financial advisor at RBC Private Counsel (USA) Inc. with 13 years of industry experience. He holds a Series 63 designation and has been with RBC Private Counsel since 2010, also maintaining a long tenure at RBC Dominion Securities Inc. dating back to 1978. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across about 5,773 relationships.
Sharon W
Remote
RBC PRIVATE COUNSEL (USA) INC.
Sharon Wong is a financial advisor with RBC Private Counsel (USA) Inc. She holds 8 years of industry experience and has been with RBC Private Counsel since 2018. Her broader career includes over two decades at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada, offering discretionary, individually managed accounts through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across about 5,773 client relationships.
Karan M
Remote
RBC PRIVATE COUNSEL (USA) INC.
Karan Malhotra is a financial advisor at RBC Private Counsel (USA) Inc. with experience since 2016 at various RBC-affiliated firms, including Royal Bank of Canada and Royal Mutual Funds Inc. He holds no prior experience outside these roles. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across roughly 5,773 client relationships.
D'arcy L
Remote
RBC PRIVATE COUNSEL (USA) INC.
D'arcy Luxton is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has been with RBC Private Counsel since 2016 and concurrently associated with RBC Dominion Securities Inc. since 1988. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across more than 5,700 client relationships.
Thomas D
Remote
RBC PRIVATE COUNSEL (USA) INC.
Thomas Donnelly is a financial advisor with RBC Private Counsel (USA) Inc. He holds over 20 years of experience within RBC-affiliated firms, including RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. Donnelly has been with RBC Private Counsel since 2016. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts employing a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Peter D
Remote
RBC PRIVATE COUNSEL (USA) INC.
Peter De Jong is a financial advisor with RBC Private Counsel (USA) Inc. He has two years of industry experience and has been associated with various RBC entities since 2006. His career includes roles at RBC Dominion Securities Inc. and RBC Wealth Management Financial Services Inc. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of the Royal Bank of Canada that offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Michael W
Remote
RBC PRIVATE COUNSEL (USA) INC.
Michael Wilkie is a financial advisor at RBC Private Counsel (USA) Inc. with 13 years of industry experience. He has been with RBC Private Counsel since 2008 and has worked at RBC Dominion Securities Inc. since 1999. Outside of his advisory role, he serves as president of Amack Holdings Ltd., a holding company for a mobile home park. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Brent N
Remote
RBC PRIVATE COUNSEL (USA) INC.
Brent Nichols is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. He has been with RBC Private Counsel and RBC Dominion Securities since 2014. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that manages discretionary, individually tailored accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, overseeing approximately $7.89 billion in client assets.
Clayton G
Remote
RBC PRIVATE COUNSEL (USA) INC.
Clayton Gall is a financial advisor with RBC Private Counsel (USA) Inc., where he has worked for 13 years. He holds over seven years of industry experience and has also been associated with RBC Phillips, Hager & North Investment Counsel Inc. since 2011. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach and serves individuals, families, business owners, foundations, trusts, and not-for-profits.
Gregory B
Remote
RBC PRIVATE COUNSEL (USA) INC.
Gregory Brooks is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has worked with RBC Private Counsel since 2019 and has been associated with RBC Dominion Securities Global since 2013. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.
Gwendolyn B
Remote
RBC PRIVATE COUNSEL (USA) INC.
Gwendolyn Becker is a financial advisor with RBC Private Counsel (USA) Inc. She holds over eight years of industry experience and has worked at several RBC-affiliated firms since 2013, including RBC Wealth Management Financial Services Inc. Outside of her advisory role, she is the founder and chairman of the board of Women Investing In Knowledge (WINK), a nonprofit focused on financial literacy for women. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and subsidiary of the Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving high-net-worth individuals, families, business owners, and institutional clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters