Roy
Portfolio Management @RBC PH&N Investment Counsel
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WORK HISTORY
Portfolio Management @RBC PH&N Investment Counsel
Calgary, AB, CA
EDUCATION
FP Canada
CFP
University of Calgary
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Haskayne School of Business
Bachelor of Commerce (B.Com.), Finance and Business
ABOUT ROY
I am a highly experienced senior professional in the field of corporate finance and investment who is always looking for new challenges. I am passionate about active investing with an emphasis on sound fundamental securities analysis and selection; and portfolio construction and management for individual investors seeking to meet their financial goals. I am also an experienced senior financial executive who makes strategic investment decisions in an operational setting (i.e. mergers and acquisitions).I am interested in building teams, working with great people who take their work but not themselves seriously. I enjoy working in a face pace environment with committed team members who have diversed backgrounds. I like to associate myself with people who have a high level of ethics and well rounded personal and professional backgrounds.
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