Michael Williams
Head of Investments & Advice @RBC
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WORK HISTORY
Head of Investments & Advice @RBC
Toronto, ON, CA
Lead Portfolio Manager for the RBC InvestEase Model Portfolios, overseeing strategy, trading, and investment management. I direct the Portfolio Advisor team and drive business development, client experience, and investment advice initiatives. I collaborate across product, technology, marketing, and finance to deliver scalable digital-wealth solutions and profitable growth.
EDUCATION
Canadian Securities Institute
Canadian Securities Course (CSC)
McMaster University
Honours BA, Economics
Acend Corporate Learning
Microsoft SQL server 2008
Canadian Securities Institute
Conduct and Practices Handbook (CPH)
CFA
Chartered Financial Analyst
Canadian Securities Institute
Derivative Fundamentals and Options Licensing (DFOL)
ABOUT MICHAEL WILLIAMS
I am a senior investment and wealth management executive with over a decade of experience leading high-performing teams, scaling businesses, and driving innovation across Canada’s top financial institutions. As Head of Investments & Advice at RBC InvestEase, I oversee portfolio management, strategy, and client engagement — growing assets under management 5x in 4 years while transforming operations, compliance, and client experience.I bring a proven record of developing and executing growth strategies, leading regulatory initiatives, and enhancing profitability through technology, analytics, and disciplined leadership. My expertise spans discretionary portfolio management, digital wealth solutions, and client-centric innovation, supported by deep knowledge of capital markets and regulatory environments.Recognized by media outlets including The Globe and Mail and CTV News, I am passionate about elevating the standard of digital investing in Canada and mentoring the next generation of finance professionals. As a CFA Charterholder, I combine rigorous investment insight with strategic vision to deliver sustainable value for clients and stakeholders.
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