Drew M. Pallett, LL.B., CFP - Vice-President | Angela Zinck Pallett, PFP, FMA, FCSI
Drew Pallett, LL.B., CFP
Vice President, Investment Advisor & Portfolio Manager
Drew completed his undergraduate studies in economics at Harvard University and obtained an LL.B. from the University of Toronto Law School in 1979.
He practiced law as a managing partner of a mid-sized law firm for 16 years, before becoming an Investment Advisor in 1997.
Drew received the Canadian Securities Institute Award of Excellence, is a Certified Financial Planner and holds a Life Insurance Underwriters License (Levels 1 and 2).
is licensed to manage discretionary accounts on behalf of our clients.
Drew is a member of the Law Society of Upper Canada and of the Canadian Bar Association.
As a result of Drews interactions with successful business clients over many years, he
recognizes the need for comprehensive wealth management service.
While this need is met, to some extent, by boutique planning firms, these firms focus on ultra high net worth clients and, more importantly, do not have the extensive and independent investment management capabilities of a major brokerage firm.
also recognizes that there are few advisors who have the technical knowledge, experience and interest to deliver and facilitate comprehensive wealth management services, as distinct from pure investment services.
envisions a unique service offering that combines a consultative approach, comprehensive planning services, and the investment services of RBC Dominion Securities
, Canadas leading investment management firm.