The partners setting the standard.
Twenty-six years in Canadian wealth management. Previously senior portfolio manager at a Toronto bank-owned dealer before co-founding Dominion in 2010. CFA charterholder; UofT MBA.
Leads our multi-generational wealth practice. Specializes in trust structures, estate planning, and cross-border tax for families with significant Canadian and U.S. exposure.
Sets the firm's investment policy and chairs the asset allocation committee. Previously head of multi-asset strategy at a Canadian pension fund. Twenty-one years investing across cycles.
Your day-to-day stewards.
Focuses on executives and business owners navigating liquidity events. Eighteen years in discretionary portfolio management; CIM designation.
Specializes in late-career and retired clients drawing income from substantial portfolios. Author of two papers on tax-efficient withdrawal sequencing.
Leads client work on private credit, market-neutral strategies, and real-asset partnerships. Previously at a Canadian institutional asset manager.
Works alongside Catherine on the family office practice — focus on philanthropy structuring, governance frameworks, and next-generation wealth transition.
U.S.-licensed Canadian advisor specializing in clients with cross-border tax and residency considerations. Member of the firm's compliance committee.
Discretionary portfolio construction across our managed composite mandates. Reports to David on asset allocation; focused on Canadian and global equity positioning.
Heads our European and developed-markets equity coverage. Fifteen years at a Geneva-based private bank before joining Dominion. Fluent in French, German, and Italian.
Oversees fixed-income strategy and laddered bond mandates for income-focused clients. Previously a credit analyst at a Toronto investment dealer; twelve years in the industry.
Works with founders and incorporated professionals on integrated corporate-personal planning, succession strategy, and post-exit portfolio construction.
Leads sustainable and values-aligned portfolio construction. Background in institutional research; co-author of two industry papers on integrating ESG factors in private wealth.
Dominion's full team includes 38 senior advisors, 12 portfolio managers, and a dedicated operations and compliance staff of 24.
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