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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

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