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Brett Williams

RBC Dominion Securities

Brett Williams is a Senior Portfolio Manager at RBC Dominion Securities, based in Canada.1 He has over a decade of industry experience and holds a Chartered Investment Manager designation.2 Brett works with corporations, affluent individuals, small businesses, charities, and other organizations to achieve their financial goals through wealth management and investing solutions.1

Professional Experience

Brett joined RBC Dominion Securities in August 2016.1 Prior to this, he worked as a Director at IG Wealth Management from August 2011 to August 2016.1

Education and Certifications

Brett has completed numerous financial industry courses and certifications, including:

  • Life Licence Qualification Program (LLQP)
  • Canadian Investment Funds Course
  • Canadian Securities Course
  • Wealth Management Essentials
  • Chartered Investment Manager designation12

Achievements

Brett has received several awards throughout his career, including:

  • RBC President's Circle Winner (2021)
  • RBC President's Club (2017-2020)
  • Presidents Circle (2015) - recognizing the top 5% of all advisors nationally
  • Ryan Westerman Financial Planner of the Year Award (2015)1

Personal Interests

Outside of work, Brett enjoys traveling, outdoor activities, classic cars, cooking, watching sports, and playing musical instruments.2

Community Involvement

Brett is actively involved in charitable endeavors and serves as a mentor with Big Brothers Canada.2

Highlights

Nov 13 · dfpi.ca.gov
Search Results - DFPI

Related Questions

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How has Brett Williams' experience at IG Wealth Management influenced his current role?
What charitable initiatives is Brett Williams involved in?
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What makes Brett Williams' approach to wealth management unique?
Brett Williams
Brett Williams, photo 1
Brett Williams, photo 2
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Location

Canada