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Merlin D

Remote

RBC PRIVATE COUNSEL (USA) INC.

Merlin Doucette is a financial advisor at RBC Private Counsel (USA) Inc. with 15 years of industry experience. He has been with RBC Private Counsel since 2010 and has a total of 25 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 that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class strategy. 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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Richard S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Richard Smerchinski is a financial advisor at RBC Private Counsel (USA) Inc. with 13 years of industry experience. He has been with RBC Private Counsel since 2012 and is also associated with 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 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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Jonathan S

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jonathan Schrader is a financial advisor with RBC Private Counsel (USA) Inc., holding four years of industry experience. His career includes prior roles at RBC Phillips, Hager & North Investment Counsel Inc. and Morningstar, Inc. 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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Christopher N

Remote

RBC PRIVATE COUNSEL (USA) INC.

Christopher Newall is a financial advisor at RBC Private Counsel (USA) Inc. with 12 years of industry experience. He has been with RBC Private Counsel since 2011 and has worked at 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 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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Saul H

Remote

RBC PRIVATE COUNSEL (USA) INC.

Saul Hilchey is a financial advisor with RBC Private Counsel (USA) Inc. He holds 23 years of industry experience, having worked at RBC Dominion Securities Inc. since 2003 and RBC Wealth Management Financial Services Inc. since 2004. Hilchey serves as a volunteer firefighter and first responder with the Lantzville Fire Rescue Department and is a past president of the GYRO Club of Nanaimo, a men's social club. 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.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jason Greenlees is a financial advisor with RBC Private Counsel (USA) Inc. He holds nine years of industry experience and has been with RBC Private Counsel since 2011. Prior to that, he has worked 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, providing discretionary, individually managed accounts with 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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Greg M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Greg Morsky is a financial advisor at RBC Private Counsel (USA) Inc. with seven years of industry experience. His prior roles include work at BMO Nesbitt Burns Inc. and involvement with the Calgary Flying Club. 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 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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Andy M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Andy Montgomery is a financial advisor at RBC Private Counsel (USA) Inc. with nine years of industry experience. He has worked with RBC Private Counsel since 2015 and has held roles at Rbc Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2013. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and subsidiary of Royal Bank of Canada that offers discretionary, individually managed accounts through a multi-manager, multi-asset-class strategy. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, managing approximately $7.89 billion in client assets across over 5,700 client relationships.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Marc Morais is a financial advisor at RBC Private Counsel (USA) Inc. with 14 years of industry experience. He has worked at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2017, and previously held roles at Sun Life Financial Investment Services and Sun Life Financial Distributors in Canada from 2010 to 2017. 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, overseeing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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James K

Remote

RBC PRIVATE COUNSEL (USA) INC.

James Keith is a financial advisor at RBC Private Counsel (USA) Inc. with 12 years of industry experience. He has been with RBC Private Counsel since 2013 and has worked at RBC Dominion Securities 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 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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Adam M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Adam Moody is a financial advisor at RBC Private Counsel (USA) Inc. with 13 years of prior experience at Gluskin Sheff + Associates Inc. and 3 years at RBC Dominion Securities Inc. He has been with RBC Private Counsel since 2023. 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 a diverse client base including individuals, families, business owners, foundations, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Warren A

Remote

RBC PRIVATE COUNSEL (USA) INC.

Warren Armstrong is a financial advisor at RBC Private Counsel (USA) Inc. with over five years of industry experience. He has worked at RBC Private Counsel since 2020 and has had long tenures at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc., beginning in 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. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, employing a multi-manager, multi-asset-class approach supported by internal and external asset managers.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jeffrey Cohen is a financial advisor at RBC Private Counsel (USA) Inc. with two years of industry experience. He previously worked at BMO Nesbitt Burns Inc. for 18 years before joining RBC in 2022. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of Royal Bank of Canada, specializing in discretionary, individually managed accounts. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits using a multi-manager, multi-asset-class approach.

Wealth management Private / alternative investments Founder/Business Owner
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Nicholas F

Remote

RBC PRIVATE COUNSEL (USA) INC.

Nicholas Flemming is a financial advisor at RBC Private Counsel (USA) Inc. with seven years of industry experience. He has been with RBC Private Counsel since 2015 and has also worked at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2008. 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 roughly $7.89 billion in client assets.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Duncan Brownlee is a financial advisor at RBC Private Counsel (USA) Inc. with two years of industry experience. He has been with RBC Private Counsel since 2020 and has also worked at RBC Wealth Management Financial Services Inc. and 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, 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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Gregory H

Remote

RBC PRIVATE COUNSEL (USA) INC.

Gregory Hall is a financial advisor at RBC Private Counsel (USA) Inc. with five years of industry experience. He has been with RBC Private Counsel since 2020 and has a longer tenure at RBC Dominion Securities Inc., where he has worked 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 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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Kelly R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Kelly Reynolds is a financial advisor with RBC Private Counsel (USA) Inc., holding three years of industry experience. She has been with RBC Private Counsel since 2017 and concurrently associated with RBC Dominion Securities Inc. since 1999. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a subsidiary of Royal Bank of Canada. The firm manages discretionary, individually tailored portfolios using a multi-manager, multi-asset-class strategy, serving individuals, families, business owners, foundations, trusts, and not-for-profits.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Omar Shash is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has worked at RBC Private Counsel since 2016 and at RBC Dominion Securities Inc. since 2014. 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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Daniel O

Remote

RBC PRIVATE COUNSEL (USA) INC.

Daniel Osachoff is a financial advisor at RBC Private Counsel (USA) Inc. with seven years of industry experience. He has worked at various RBC entities since 2004, including 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 Royal Bank of Canada that manages discretionary, individually tailored portfolios for individuals, families, business owners, foundations, trusts, and not-for-profits. The firm employs a multi-manager, multi-asset-class approach supported by in-house and external managers.

Wealth management Private / alternative investments Founder/Business Owner
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Walter H

Remote

RBC PRIVATE COUNSEL (USA) INC.

Walter Harmidarow is an advisor with RBC Private Counsel (USA) Inc. He holds 7 years of industry experience and has been affiliated with RBC Wealth Management Financial Services Inc., RBC Private Counsel (USA) Inc., and RBC Dominion Securities Inc. since 2001. 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, 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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