Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar

Jonathan G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jonathan Greenwald is a financial advisor at RBC Private Counsel (USA) Inc. with six years of industry experience. He has been with RBC Private Counsel since 2019 and has also worked with RBC Wealth Management Financial Services Inc. and 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 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
user avatar

Mike B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Mike Bensimhon is a financial advisor with RBC Private Counsel (USA) Inc. He holds eight years of industry experience and has worked with RBC Private Counsel, RBC Wealth Management Financial Services, and RBC Dominion Securities since 2016. Prior to his financial services career, he served four years with the Royal Canadian Mounted Police. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a wholly owned subsidiary of the Royal Bank of Canada. The firm provides discretionary, individually managed accounts using a multi-manager, multi-asset-class approach to serve individuals, families, business owners, foundations, trusts, and not-for-profits.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

William V

Remote

RBC PRIVATE COUNSEL (USA) INC.

William Vastis is a financial advisor with RBC Private Counsel (USA) Inc. He holds 10 years of industry experience and has worked at RBC Private Counsel since 2011 and 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. 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.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Jeeshan M

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jeeshan Masud is a financial advisor at RBC Private Counsel (USA) Inc. with one year of industry experience. He has also worked at RBC Wealth Management Financial Services Inc., RBC Dominion Securities Inc., Canaccord Genuity, and Morningstar. RBC Private Counsel (USA) Inc. 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 across about 5,773 relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Martine C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Martine Celej is a financial advisor at RBC Private Counsel (USA) Inc. with seven years of industry experience and over three decades at RBC Dominion Securities Inc. She serves as a director for Agnico-Eagle Mines Limited, a Canadian gold producer, participating in board and strategy meetings as well as mine visits. 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.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

ÉRic B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Éric Bordeleau is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has worked at several firms within the RBC group since 2012, including RBC Dominion Securities Inc., RBC Wealth Management Financial Services Inc., and currently RBC Private Counsel (USA) 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 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
user avatar

Charles F

Remote

RBC PRIVATE COUNSEL (USA) INC.

Charles Fox is a financial advisor at RBC Private Counsel (USA) Inc. with 7 years of industry experience. He has been associated with various RBC entities since 1999. Outside of his advisory role, he is involved in farming crops as a farm owner. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser serving individuals, families, business owners, foundations, trusts, and not-for-profits. The firm employs a multi-manager, multi-asset-class approach to provide discretionary, individually managed accounts.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Ronald O

Remote

RBC PRIVATE COUNSEL (USA) INC.

Ronald Omstead is a financial advisor with RBC Private Counsel (USA) Inc., holding nine years of industry experience. He has been with RBC Private Counsel since 2013 and has an extended tenure with RBC Dominion Securities Inc. beginning in 1997. 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 strategy. The firm serves a diverse client base including individuals, families, business owners, foundations, and not-for-profits, managing assets across thousands of client relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Paula I

Remote

RBC PRIVATE COUNSEL (USA) INC.

Paula Ives is a financial advisor with RBC Private Counsel (USA) Inc., holding 16 years of industry experience. She has been with RBC Private Counsel since 2009 and has worked with 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. 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.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Marie Helene K

Remote

RBC PRIVATE COUNSEL (USA) INC.

Marie Helene Kirouac is a financial advisor at RBC Private Counsel (USA) Inc. with five years of industry experience. She has been with RBC Private Counsel since 2013 and has a longer tenure at RBC Phillips, Hager & North Investment Counsel Inc., where she has worked since 2007. 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
user avatar

Martin R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Martin Roy is a financial advisor at RBC Private Counsel (USA) Inc. with 12 years of industry experience. He has worked at RBC Private Counsel since 2012 and has been affiliated 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. The firm offers discretionary, individually managed accounts using a multi-manager, multi-asset-class approach and 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
user avatar

Sean R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Sean Reynar is a financial advisor at RBC Private Counsel (USA) Inc. with 13 years of industry experience. He has been with RBC Private Counsel since 2010 and is also associated with RBC Dominion Securities Inc. since 2001. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and 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
user avatar

Maneet R

Remote

RBC PRIVATE COUNSEL (USA) INC.

Maneet Randhawa is a financial advisor at RBC Private Counsel (USA) Inc. with five years of industry experience. Prior to joining RBC Private Counsel and RBC Dominion Securities, Randhawa worked at Royal Mutual Funds Inc. for 14 years. 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
user avatar

Ryan D

Remote

RBC PRIVATE COUNSEL (USA) INC.

Ryan Downey is a financial advisor at RBC Private Counsel (USA) Inc. with 12 years of industry experience. He has been with RBC Private Counsel since 2007 and has been associated with RBC Dominion Securities Inc. since 1996. 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, trusts, and not-for-profits, managing approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Troy E

Remote

RBC PRIVATE COUNSEL (USA) INC.

Troy Edwards is a financial advisor at RBC Private Counsel (USA) Inc. with eight years of industry experience. He has been with RBC Private Counsel since 2016 and has worked at RBC Dominion Securities Inc. since 2004. 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
user avatar

Andrew K

Remote

RBC PRIVATE COUNSEL (USA) INC.

Andrew King is a financial advisor with RBC Private Counsel (USA) Inc. He holds over three years of industry experience and has worked at RBC Wealth Management Financial Services Inc. since 2012 and 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 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 client relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Ryan C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Ryan Chieduch is a financial advisor at RBC Private Counsel (USA) Inc. with 2 years of industry experience. He has been associated with RBC Private Counsel (USA) Inc. since 2013 and has concurrent experience at RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2009. 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 a diverse client base including individuals, families, business owners, and not-for-profits, managing approximately $7.89 billion in assets across thousands of client relationships.

Wealth management Private / alternative investments Founder/Business Owner
user avatar

Michael S

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

Michael Simurda is a financial advisor at RBC Private Counsel (USA) Inc. with 10 years of industry experience. He holds a Series 63 designation and has been affiliated with various RBC entities since 1996, 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 offers 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
user avatar

Aaron L

Remote

RBC PRIVATE COUNSEL (USA) INC.

Aaron Lee is a financial advisor with RBC Private Counsel (USA) Inc. He holds industry experience spanning 14 years, having worked with RBC Dominion Securities Inc., RBC Wealth Management Financial Services Inc., and RBC Private Counsel (USA) Inc. since 2012. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a 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
user avatar

Andrew G

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

Andrew Grimes is a financial advisor with RBC Private Counsel (USA) Inc. He holds a Series 63 designation and has 13 years of industry experience. He has worked at RBC Private Counsel (USA) Inc. since 2011 and has also been associated with RBC Dominion Securities Inc. since 2002. 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
Warmer team member

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.

Find your advisor

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")