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James M

Remote

RBC PRIVATE COUNSEL (USA) INC.

James Malone is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. He has been with RBC Private Counsel since 2010 and has also worked at RBC Phillips, Hager & North Investment Counsel Inc. since 1997. 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 roughly $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Alexandra R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Alexandra Ruel is a financial advisor with RBC Private Counsel (USA) Inc. She holds credentials aligned with her role and has four years of industry experience. Her prior experience includes ten years at BMO Nesbitt Burns Inc. before joining RBC firms in 2021. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a 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.

Wealth management Private / alternative investments Founder/Business Owner
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Larry O

Remote

RBC PRIVATE COUNSEL (USA) INC.

Larry Osachoff is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience and a total of over 48 years at RBC-affiliated firms. He has been with RBC Private Counsel since 2011 and also maintains a longstanding relationship with RBC Dominion Securities Inc. since 1978. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada, providing discretionary, individually managed accounts using a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, and not-for-profits, managing approximately $7.89 billion in assets across more than 5,700 client relationships.

Wealth management Private / alternative investments Founder/Business Owner
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Caroline G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Caroline Gauthier is a financial advisor with RBC Private Counsel (USA) Inc., holding 10 years of industry experience. She has been with RBC Private Counsel (USA) Inc. since 2007 and has concurrently worked at RBC Dominion Securities Inc. since 2005. 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 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.

Wealth management Private / alternative investments Founder/Business Owner
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David M

Remote

RBC PRIVATE COUNSEL (USA) INC.

David Morrison is a financial advisor with RBC Private Counsel (USA) Inc. He holds 18 years of industry experience, having worked at RBC Dominion Securities Inc. since 2008 and concurrently with affiliated RBC entities since 2017. His client service at RBC Private Counsel has spanned eight years. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of Royal Bank of Canada that offers 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.

Wealth management Private / alternative investments Founder/Business Owner
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Dustin Y

Remote

RBC PRIVATE COUNSEL (USA) INC.

Dustin Yeager is an advisor at RBC Private Counsel (USA) Inc. with experience in the financial industry dating back to 2012. He has worked with RBC Dominion Securities Inc., RBC Wealth Management Financial Services Inc., and currently serves at RBC Private Counsel (USA) Inc. RBC Private Counsel (USA) Inc. is a wholly owned subsidiary of the 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.

Wealth management Private / alternative investments Founder/Business Owner
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Sean B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Sean Baylis is a financial advisor with RBC Private Counsel (USA) Inc. He holds 16 years of industry experience, having worked at RBC Dominion Securities Inc. since 2010 and at RBC Wealth Management Financial Services Inc. since 2011. He has been with RBC Private Counsel (USA) Inc. since 2019. 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 through a multi-manager, multi-asset-class approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing roughly $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Ronan C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Ronan Clohissey is a financial advisor with RBC Private Counsel (USA) Inc., holding eight years of industry experience. He has been with RBC Private Counsel since 2017 and has worked with RBC Dominion Securities since 2015. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of the Royal Bank of Canada that manages discretionary, individually tailored portfolios using a multi-manager, multi-asset-class strategy. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, with approximately $7.89 billion in client assets across 5,773 relationships.

Wealth management Private / alternative investments Founder/Business Owner
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Denis R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Denis Ruel is a financial advisor with RBC Private Counsel (USA) Inc. and holds 8 years of industry experience. He has been affiliated with various RBC entities since 1999, including RBC Dominion Securities Inc. and RBC Wealth Management. Outside of his advisory role, he serves as president of Syndicat De Copropriete Villas Sur Le Golf 3 B, overseeing contractor hiring for summer landscaping. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser 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, with client assets totaling approximately $7.89 billion.

Wealth management Private / alternative investments Founder/Business Owner
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Raymond M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Raymond Mac Donald is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has been with RBC Private Counsel (USA) Inc. since 2006 and has worked at RBC Dominion Securities Inc. since 1995. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a 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.

Wealth management Private / alternative investments Founder/Business Owner
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Alan O

Remote

RBC PRIVATE COUNSEL (USA) INC.

Alan O'Hanlon is a financial advisor with RBC Private Counsel (USA) Inc. He holds seven years of industry experience and has been associated with RBC Dominion Securities Inc. since 2006. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of Royal Bank of Canada that manages discretionary, individually tailored portfolios using a multi-manager, multi-asset-class strategy. The firm serves individuals, families, business owners, and institutional clients, overseeing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Marco C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Marco Correia is a financial advisor with RBC Private Counsel (USA) Inc., holding three years of industry experience. He has been with RBC Private Counsel since 2016 and concurrently associated with RBC Dominion Securities Inc. since 2010. 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 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.

Wealth management Private / alternative investments Founder/Business Owner
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Douglas M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Douglas Mushka is a financial advisor at RBC Private Counsel (USA) Inc. with nine years of industry experience. He has been with RBC Private Counsel since 2015 and concurrently associated with RBC Dominion Securities Inc. since 2013. 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 through a multi-manager, multi-asset-class investment approach. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Irene S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Irene So is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. She has been with RBC Private Counsel since 2006 and has also been associated with RBC Dominion Securities Inc. since 1986. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser, part of the 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.

Wealth management Private / alternative investments Founder/Business Owner
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Jason S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jason Smith is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has worked at RBC Wealth Management Financial Services Inc. since 2000 and RBC Dominion Securities Inc. since 1995. Outside of his advisory role, he serves as a board member of The Windsor Club, a historic private members club in Windsor, Ontario. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and subsidiary of Royal Bank of Canada that provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach, serving individuals, families, business owners, foundations, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
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Brian D

Remote

RBC PRIVATE COUNSEL (USA) INC.

Brian Davenport is a financial advisor at RBC Private Counsel (USA) Inc. with 12 years of industry experience. He has been with RBC Private Counsel since 2012 and has worked at RBC Dominion Securities Inc. since 1993. RBC Private Counsel (USA) Inc. is 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.

Wealth management Private / alternative investments Founder/Business Owner
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Jeffrey B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jeffrey Brown is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. He has worked at RBC Private Counsel since 2013 and has also been affiliated with RBC Phillips, Hager & North Investment Counsel Inc. since 2001. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of Royal Bank of Canada, providing 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.

Wealth management Private / alternative investments Founder/Business Owner
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Paul M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Paul Monette is a financial advisor with RBC Private Counsel (USA) Inc. He holds over 10 years of industry experience and has been with RBC Private Counsel since 2013. He also has a long tenure at RBC Dominion Securities Inc., spanning more than four decades. 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.

Wealth management Private / alternative investments Founder/Business Owner
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Thomas S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Thomas Schuett is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has been with RBC Private Counsel since 2015 and has held roles at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2007. Outside of his advisory work, he is a 25% owner and president of Mariposa Asset Management Inc., a private enterprise holding residential real estate. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and 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, with investment decisions supported by RBC affiliates and a Global Manager Research Team.

Wealth management Private / alternative investments Founder/Business Owner
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Bryan S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Bryan Stephens is a financial advisor with RBC Private Counsel (USA) Inc., holding 14 years of industry experience. He has been with RBC Private Counsel since 2011 and also has a longstanding association with RBC Phillips, Hager & North Investment Counsel Inc. since 2006. 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.

Wealth management Private / alternative investments Founder/Business Owner
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