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Jamie H

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jamie Holbrook is a financial advisor with RBC Private Counsel (USA) Inc. and has 12 years of industry experience. He has been with RBC Private Counsel since 2012 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 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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Christina K

Remote

RBC PRIVATE COUNSEL (USA) INC.

Christina Kaumeyer is an advisor at RBC Private Counsel (USA) Inc. with two years of industry experience. She has worked at RBC Private Counsel since 2015 and has 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, offering 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 across about 5,773 relationships.

Wealth management Private / alternative investments Founder/Business Owner
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Tianyou Z

Remote

RBC PRIVATE COUNSEL (USA) INC.

Tianyou Zhang is a financial advisor at RBC Private Counsel (USA) Inc. with two years of industry experience. He has held positions at RBC Dominion Securities Inc., Royal Mutual Funds Inc., Royal Bank of Canada, and BMO Investments Inc. prior to his current role. 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 M

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jonathan Mitchell is a financial advisor at RBC Private Counsel (USA) Inc. with 9 years of industry experience. He holds a Series 63 designation and has been with RBC Private Counsel since 2014, having also worked at RBC Dominion Securities Inc. since 1993. 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.

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

Series 63

Remote

RBC PRIVATE COUNSEL (USA) INC.

John Grant is a financial advisor at RBC Private Counsel (USA) Inc. with 8 years of industry experience. He holds a Series 63 designation and has been affiliated with RBC firms since 2008. Outside of his advisory role, he serves on the Investment Committee at Victoria University in the University of Toronto. 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
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Jonathan B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jonathan Brisley is a financial advisor at RBC Private Counsel (USA) Inc. with one year of industry experience. He previously worked at Assante Capital Management Ltd. and Assante Estate and Insurance Services Inc. His current roles also include positions 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 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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Daniel W

Remote

RBC PRIVATE COUNSEL (USA) INC.

Daniel Wares is a financial advisor at RBC Private Counsel (USA) Inc. with 14 years of industry experience. He has been with RBC Private Counsel since 2007 and with RBC Dominion Securities Inc. since 2000. 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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Mark B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Mark Bowyer is a financial advisor with RBC Private Counsel (USA) Inc., holding eight years of industry experience. He has been with RBC Private Counsel since 2015 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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Richard G

Remote

RBC PRIVATE COUNSEL (USA) INC.

Richard Gagnon 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 has worked at RBC Dominion Securities Inc. since 1987. 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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Andrew K

Remote

RBC PRIVATE COUNSEL (USA) INC.

Andrew King is a financial advisor with RBC Private Counsel (USA) Inc. He holds 7 years of industry experience 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 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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Matthew B

Remote

RBC PRIVATE COUNSEL (USA) INC.

Matthew Burk is a financial advisor at RBC Private Counsel (USA) Inc. with five years of industry experience. He has been affiliated with RBC Wealth Management Financial Services Inc., RBC Private Counsel (USA) Inc., and RBC Dominion Securities Inc. since 2015. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and 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.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Robert Skeat is a financial advisor with RBC Private Counsel (USA) Inc. He holds credentials with over 7 years of industry experience and has been associated with various RBC entities since 1995. Outside of his advisory role, he serves as an Investment Committee Member for the Humber River Regional Hospital Foundation. RBC Private Counsel (USA) Inc. is an SEC-registered investment adviser and a 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
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Scott H

Remote

RBC PRIVATE COUNSEL (USA) INC.

Scott Henderson is a financial advisor with RBC Private Counsel (USA) Inc. He holds over 13 years of industry experience, having worked with RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 2013. He also has experience with the Thunder Bay Community Foundation. 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. The firm serves individuals, families, business owners, foundations, trusts, and not-for-profits, utilizing a multi-manager, multi-asset-class approach with support from affiliated asset managers and a dedicated risk and research team.

Wealth management Private / alternative investments Founder/Business Owner
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Barbara L

Remote

RBC PRIVATE COUNSEL (USA) INC.

Barbara Lapins is a financial advisor with RBC Private Counsel (USA) Inc., holding 19 years of industry experience. She has been with RBC Private Counsel since 2002. 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 using a multi-manager, multi-asset-class approach. The firm serves a diverse client base including individuals, families, business owners, foundations, trusts, and not-for-profits, and manages approximately $7.89 billion in client assets.

Wealth management Private / alternative investments Founder/Business Owner
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Daniel E

Remote

RBC PRIVATE COUNSEL (USA) INC.

Daniel Evans is a financial advisor at RBC Private Counsel (USA) Inc. with four years of industry experience. He has worked at RBC Private Counsel since 2020 and has been affiliated with related RBC firms since 2013. 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 to individuals, families, business owners, foundations, trusts, and not-for-profits, employing a multi-manager, multi-asset-class investment approach.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Scott Sandler is a financial advisor with RBC Private Counsel (USA) Inc. and RBC Dominion Securities Inc., holding nine years of industry experience since 2015. He has worked exclusively with these firms during his career. 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 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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Lee C

Remote

RBC PRIVATE COUNSEL (USA) INC.

Lee Cummings is a financial advisor with RBC Private Counsel (USA) Inc., holding two years of industry experience. He has been affiliated with RBC Phillips, Hager & North Investment Counsel Inc. and RBC Private Counsel (USA) 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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Jeffrey W

Remote

RBC PRIVATE COUNSEL (USA) INC.

Jeffrey Wellwood is a financial advisor at RBC Private Counsel (USA) Inc. with 5 years of industry experience. He has been with RBC Private Counsel since 2018 and is also affiliated with RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc., where he has worked since 2011. 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 relationships.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Luke O'Brien 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 2016, following earlier tenure at RBC Dominion Securities Inc. starting in 2009. 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 using a multi-manager, multi-asset-class approach. The firm serves a range of clients including individuals, families, business owners, foundations, and not-for-profits.

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

Remote

RBC PRIVATE COUNSEL (USA) INC.

Patrick Rae is a financial advisor at RBC Private Counsel (USA) Inc. with 9 years of industry experience. He has worked at RBC Private Counsel since 2008 and has been affiliated with RBC Wealth Management Financial Services Inc. and RBC Dominion Securities Inc. since 1997. RBC Private Counsel (USA) Inc., a wholly owned subsidiary of Royal Bank of Canada, 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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