RBC Wealth Management Financial Services
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RBC Wealth Management Financial Services Employees
Employee
Years
Job
Industry
James S. Chowdhury James S. Chowdhury's RBC Wealth Management Financial Services Experience June 2012 - November 2012
Job Financial Service
Industry Banking
Experience
RBC November 2012 - April 2013
RBC Wealth Management Financial Services June 2012 - November 2012
Capital World Financial September 2011 - May 2012
Summitt Energy April 2011 - August 2011
Skills
Film, Research, Teamwork, Customer Service, Strategic Planning, Film Production, Finacial Management, Sales, Insurance, Financial Analysis, Entrepreneurship, Retail Banking, Commercial Banking, Telephone Skills, Telemarketing, Call Centers, Cold Calling, Outbound Marketing, Inbound Marketing, Financial Modeling, Chartered Financial..., Canadian Securities..., Life & Health Insurance..., Banking, Time Management, Marketing, Investments, Marketing Strategy, Credit, Finance, Market Research, Risk Management, Accounting, Portfolio Management, Selling, Leadership
Education
York University 2010 — 2010
Bachelor Of Arts, Economics
North South University 2005 — 2008
Bachelor of Business Administration, Finance, Marketing
RBC November 2012 - April 2013
RBC Wealth Management Financial Services June 2012 - November 2012
Capital World Financial September 2011 - May 2012
Summitt Energy April 2011 - August 2011
Skills
Film, Research, Teamwork, Customer Service, Strategic Planning, Film Production, Finacial Management, Sales, Insurance, Financial Analysis, Entrepreneurship, Retail Banking, Commercial Banking, Telephone Skills, Telemarketing, Call Centers, Cold Calling, Outbound Marketing, Inbound Marketing, Financial Modeling, Chartered Financial..., Canadian Securities..., Life & Health Insurance..., Banking, Time Management, Marketing, Investments, Marketing Strategy, Credit, Finance, Market Research, Risk Management, Accounting, Portfolio Management, Selling, Leadership
Education
York University 2010 — 2010
Bachelor Of Arts, Economics
North South University 2005 — 2008
Bachelor of Business Administration, Finance, Marketing
Adam Littlejohn, CLU Adam Littlejohn, CLU's RBC Wealth Management Financial Services Experience January 2015 - Present
Job RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services January 2015 - Present
Society of Trust and Estate Practitioners (STEP) December 2014 - Present
Advocis The Institute for Advanced Financial Education March 2012 - Present
RBC Insurance May 2013 - January 2015
Investors Group Financial Services Inc. August 2009 - May 2013
Mutual Fund Dealers Association (MFDA) August 2009 - May 2013
Sun Life Financial February 2009 - July 2009
Amico Accessories Corporation April 2004 - September 2004
Skills
Insurance, Estate Planning, Finance, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Business Planning, Retirement, Strategic Planning, Wealth Management, Risk Management, Financial Planning, Customer Service, Small Business, Trust Planning, Management, Financial Services
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Graduate Certificate, International Business
Wilfrid Laurier University 2004 — 2008
Hon. BA, Political Science
RBC Wealth Management Financial Services January 2015 - Present
Society of Trust and Estate Practitioners (STEP) December 2014 - Present
Advocis The Institute for Advanced Financial Education March 2012 - Present
RBC Insurance May 2013 - January 2015
Investors Group Financial Services Inc. August 2009 - May 2013
Mutual Fund Dealers Association (MFDA) August 2009 - May 2013
Sun Life Financial February 2009 - July 2009
Amico Accessories Corporation April 2004 - September 2004
Skills
Insurance, Estate Planning, Finance, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Business Planning, Retirement, Strategic Planning, Wealth Management, Risk Management, Financial Planning, Customer Service, Small Business, Trust Planning, Management, Financial Services
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Graduate Certificate, International Business
Wilfrid Laurier University 2004 — 2008
Hon. BA, Political Science
Mark Snyder, CRPS® Mark Snyder, CRPS®'s RBC Wealth Management Financial Services Experience June 2009 - Present
Job Vice President Financial Advisor, The Turnbridge Group @ RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
RBC Wealth Management Financial Services June 2009 - Present
Morgan Stanley Smith Barney November 2005 - June 2009
Legg Mason February 2003 - November 2005
Edward Jones May 1994 - January 2003
Skills
Retirement Income..., Wealth Management, Series 7, Series 66, Life and Health..., 401(k) / Retirement..., Retirement, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
College for Financial Planning 2007 — 2008
Chartered Retirement Plan Specialist, Retirement Planning
Davidson College 1989 — 1993
BA, Economics
Palmyra Area High School 1985 — 1989
Diploma
Alexander F. Elkins Alexander F. Elkins's RBC Wealth Management Financial Services Experience June 2009 - August 2009
Job Business Valuation Associate at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - Present
KPMG US August 2013 - Present
Earl Campbell Meat Products, Inc June 2012 - August 2012
PeopleAnswers June 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
RBC Wealth Management Financial Services June 2009 - August 2009
Skills
Economics, Microsoft Excel, Expatriate Management, Expatriate Tax, International Tax..., Tax Advisory, International Tax, Income Tax, PowerPoint, Personal Income Tax..., HTML, Tax Preparation, CRM, Tax Returns, Time Management, Customer Support, Captivate, Management, Microsoft Word, RFP, Teamwork, Presenter, SEO, Customer Service, Search Engine..., Excel, Word, Articulate Presenter, Outlook, Financial Analysis, Leadership, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Strake Jesuit College Preparatory 2005 — 2009
High school diploma
KPMG US June 2015 - Present
KPMG US August 2013 - Present
Earl Campbell Meat Products, Inc June 2012 - August 2012
PeopleAnswers June 2011 - August 2011
Raymond James Financial Inc. June 2010 - August 2010
RBC Wealth Management Financial Services June 2009 - August 2009
Skills
Economics, Microsoft Excel, Expatriate Management, Expatriate Tax, International Tax..., Tax Advisory, International Tax, Income Tax, PowerPoint, Personal Income Tax..., HTML, Tax Preparation, CRM, Tax Returns, Time Management, Customer Support, Captivate, Management, Microsoft Word, RFP, Teamwork, Presenter, SEO, Customer Service, Search Engine..., Excel, Word, Articulate Presenter, Outlook, Financial Analysis, Leadership, Research, Public Speaking
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Economics
Strake Jesuit College Preparatory 2005 — 2009
High school diploma
Paul DeJager Paul DeJager's RBC Wealth Management Financial Services Experience April 2012 - Present
Job Estate Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services April 2012 - Present
Sun Life Financial February 2006 - March 2012
Standard Life May 2004 - February 2006
AEGON Canada / Transamerica September 1997 - February 2004
Skills
Wealth Management, Investments, Critical Illness, Strategic Financial..., Insurance, Disability Insurance, Retirement Planning, Mutual Funds, Estate Planning, Retirement, Pensions, Financial Services, Relationship Management, Life Insurance, Investment Strategies, Financial Planners, Business Strategy, Strategic Planning, New Business Development, Business Analysis, Investment Advisory, Asset Allocation
Education
Saint Mary's University 1997 — 1999
MBA
Dalhousie University 1994 — 1997
B.Sc.
RBC Wealth Management Financial Services April 2012 - Present
Sun Life Financial February 2006 - March 2012
Standard Life May 2004 - February 2006
AEGON Canada / Transamerica September 1997 - February 2004
Skills
Wealth Management, Investments, Critical Illness, Strategic Financial..., Insurance, Disability Insurance, Retirement Planning, Mutual Funds, Estate Planning, Retirement, Pensions, Financial Services, Relationship Management, Life Insurance, Investment Strategies, Financial Planners, Business Strategy, Strategic Planning, New Business Development, Business Analysis, Investment Advisory, Asset Allocation
Education
Saint Mary's University 1997 — 1999
MBA
Dalhousie University 1994 — 1997
B.Sc.
Elle Ford's RBC Wealth Management Financial Services Experience July 2012 - September 2014
Job District Manager at Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International Canada July 2014 - Present
RBC Wealth Management Financial Services July 2012 - September 2014
RBC Dominion Securities March 2011 - July 2012
Manulife Financial April 2007 - March 2011
Rogers Communications April 2006 - April 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Call Centers, Energetic team player, Insurance, Teamwork, Outlook, Microsoft Word
Education
Humber College 2004 — 2006
Fashion Marketing, Fashion Merchandising
Brock University
Arbonne International Canada July 2014 - Present
RBC Wealth Management Financial Services July 2012 - September 2014
RBC Dominion Securities March 2011 - July 2012
Manulife Financial April 2007 - March 2011
Rogers Communications April 2006 - April 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Call Centers, Energetic team player, Insurance, Teamwork, Outlook, Microsoft Word
Education
Humber College 2004 — 2006
Fashion Marketing, Fashion Merchandising
Brock University
Shalini Tuscano's RBC Wealth Management Financial Services Experience 2007 - January 2010
Job Seeking New Opportunities
Industry Consumer Goods
Experience
RBC Investor Services August 2013 - February 2014
EVENTFAQS October 2011 - January 2012
WIN (Women In Need) Shelter November 2010 - February 2011
RBC Wealth Management Financial Services 2007 - January 2010
Royal Bank of Canada 2004 - 2007
Royal Bank of Canada 2003 - 2004
Royal Bank of Canada August 2002 - 2004
Pronto Long Distance 2000 - 2002
St. Emile Ecole Premier 1999 - 1999
Pronto Long Distance 1998 - 1999
Skills
Management, Project Management, Budgets, Project Planning, Event Planning, Negotiation, Banking, Customer Service, Telecommunications, Editing, Accounting, Software Documentation, Program Management, Business Strategy, Leadership, Strategy, Team Leadership, Analysis, Business Development, Sales
Education
Dawson College
McDonald Cartier
McGill University
RBC Investor Services August 2013 - February 2014
EVENTFAQS October 2011 - January 2012
WIN (Women In Need) Shelter November 2010 - February 2011
RBC Wealth Management Financial Services 2007 - January 2010
Royal Bank of Canada 2004 - 2007
Royal Bank of Canada 2003 - 2004
Royal Bank of Canada August 2002 - 2004
Pronto Long Distance 2000 - 2002
St. Emile Ecole Premier 1999 - 1999
Pronto Long Distance 1998 - 1999
Skills
Management, Project Management, Budgets, Project Planning, Event Planning, Negotiation, Banking, Customer Service, Telecommunications, Editing, Accounting, Software Documentation, Program Management, Business Strategy, Leadership, Strategy, Team Leadership, Analysis, Business Development, Sales
Education
Dawson College
McDonald Cartier
McGill University
Teresa Teutenberg's RBC Wealth Management Financial Services Experience July 2005 - January 2014
Job Senior Risk & Branch Initiatives Coordinator RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management Financial Services July 2005 - January 2014
Canada Life 2003 - 2004
Franklin Templeton Investments 1992 - 1999
Skills
Insurance, Customer Service, Wealth Management, Marketing Strategy, Investment Advisory, Estate Planning, Disability Insurance, Retirement Planning, Financial Services, Strategic Financial..., Investments, Life Insurance, Financial Advisory
Education
Humber College 1991 — 1993
Marketing, Marketing
RBC Wealth Management January 2014 - Present
RBC Wealth Management Financial Services July 2005 - January 2014
Canada Life 2003 - 2004
Franklin Templeton Investments 1992 - 1999
Skills
Insurance, Customer Service, Wealth Management, Marketing Strategy, Investment Advisory, Estate Planning, Disability Insurance, Retirement Planning, Financial Services, Strategic Financial..., Investments, Life Insurance, Financial Advisory
Education
Humber College 1991 — 1993
Marketing, Marketing
Rodrigo Alencar Rodrigo Alencar's RBC Wealth Management Financial Services Experience May 2008 - July 2011
Job Relationship Manager Associate at Citibank
Industry Financial Services
Experience
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Citibank April 2013 - Present
Toro Trading LLC July 2011 - December 2014
Unified Energy July 2012 - March 2013
RBC Wealth Management Financial Services May 2008 - July 2011
Beta Capital Management May 2005 - April 2008
Merrill Lynch February 2004 - February 2005
Ladenburg Thalmann April 2003 - January 2004
Vicunha September 2001 - March 2003
Skills
Asset Allocation, Equities, Wealth Management, Investments, Strategic Financial..., Financial Analysis, Alternative Investments, Investment Advisory, Fixed Income, Portfolio Management
Education
Concordia University 1999 — 2001
Bachelors, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
N/A, Finance
Renay De Serres Renay De Serres's RBC Wealth Management Financial Services Experience March 2013 - Present
Job Segregated Funds Sales Specialist for Eastern Canada at RBC Wealth Management Financial Services
Industry Insurance
Experience
RBC Wealth Management Financial Services March 2013 - Present
Standard Life May 2012 - March 2013
Standard Life April 2010 - May 2012
Standard Life April 2008 - April 2010
Chrysler February 2006 - March 2008
Chrysler January 2003 - February 2006
Skills
Business Relationship..., Customer Service, Investments, Segregated Funds, Relationship Management, Fixed Annuities, Variable Annuities, GIC, Regulatory Affairs, Business Analysis, Financial Services, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management
Education
Concordia University
Bachelors of Commerce, International Business
RBC Wealth Management Financial Services March 2013 - Present
Standard Life May 2012 - March 2013
Standard Life April 2010 - May 2012
Standard Life April 2008 - April 2010
Chrysler February 2006 - March 2008
Chrysler January 2003 - February 2006
Skills
Business Relationship..., Customer Service, Investments, Segregated Funds, Relationship Management, Fixed Annuities, Variable Annuities, GIC, Regulatory Affairs, Business Analysis, Financial Services, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management
Education
Concordia University
Bachelors of Commerce, International Business
TIM DODDS TIM DODDS's RBC Wealth Management Financial Services Experience May 2014 - October 2014
Job Compliance Professional in Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services May 2014 - October 2014
Ameriprise Financial Services, Inc. May 2010 - December 2012
Ameriprise Financial Services, Inc. 2004 - May 2010
Ameriprise Financial Services, Inc. 1999 - 2004
American Express 1996 - 1999
American Express 1994 - 1995
American Express 1990 - 1993
American Express 1987 - 1990
American Express Financial Advisors 1983 - 1987
Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance
Education
University of St. Thomas
Master of Business Administration (M.B.A.)
College of Financial Planning, Denver, CO
CFP
Ferris State University
Bachelor's degree
Mound Westonka High School
RBC Wealth Management Financial Services May 2014 - October 2014
Ameriprise Financial Services, Inc. May 2010 - December 2012
Ameriprise Financial Services, Inc. 2004 - May 2010
Ameriprise Financial Services, Inc. 1999 - 2004
American Express 1996 - 1999
American Express 1994 - 1995
American Express 1990 - 1993
American Express 1987 - 1990
American Express Financial Advisors 1983 - 1987
Skills
Leading investigative..., Fraud, Risk Management, Compliance Supervision, FINRA S7 and S24..., Team Leadership, Team Building, Credit Risk, Due Diligence, Private Investigations, Portfolio Management, Financial Services, Financial Risk, Series 7, Strategic Planning, Leadership, Management, Strategic Financial..., Training, Financial Planning, Insurance
Education
University of St. Thomas
Master of Business Administration (M.B.A.)
College of Financial Planning, Denver, CO
CFP
Ferris State University
Bachelor's degree
Mound Westonka High School
Kendra Kearney Kendra Kearney's RBC Wealth Management Financial Services Experience April 2009 - August 2012
Job Registered Sales Assistant
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
RBC Wealth Management Financial Services April 2009 - August 2012
Education
Southern New Hampshire University 2008 — 2010
Business Administration and Management, General
Ameriprise Financial Services, Inc. August 2012 - Present
RBC Wealth Management Financial Services April 2009 - August 2012
Education
Southern New Hampshire University 2008 — 2010
Business Administration and Management, General
Kristen Ricci Kristen Ricci's RBC Wealth Management Financial Services Experience July 2013 - September 2014
Job Experienced Brokerage Operations Manager
Industry Financial Services
Experience
RBC Wealth Management Financial Services July 2013 - September 2014
The Mergis Group August 2012 - June 2013
Wells Fargo Advisors October 2005 - March 2011
Wells Fargo Advisors March 2004 - October 2005
Wells Fargo Advisors January 2000 - January 2004
RAMSEY COUNTY ATTORNEY’S OFFICE April 2000 - October 2000
Skills
Team Leadership, Microsoft Office, Coaching Staff, Training & Development, Team Building, Customer Service, Customer Focus, Detail Orientation, Change Leadership, Creative Problem Solving, organization, project management, communication, Compliance, Brokerage, Operations Management, Analysis, Team Motivator, Conducting Interviews, Career Development, Big Picture Thinking, subject matter expert, Change Management, Project Management, Employee Training, FINRA, Financial Services, Banking, Securities, Call Centers, Management, Process Improvement, Leadership, Risk Management, Investments, Business Analysis
Education
Metropolitan State University 2003 — 2015
classes taken, Business Administration
Century College 2000 — 2003
Associates, Associates of Arts -General
RBC Wealth Management Financial Services July 2013 - September 2014
The Mergis Group August 2012 - June 2013
Wells Fargo Advisors October 2005 - March 2011
Wells Fargo Advisors March 2004 - October 2005
Wells Fargo Advisors January 2000 - January 2004
RAMSEY COUNTY ATTORNEY’S OFFICE April 2000 - October 2000
Skills
Team Leadership, Microsoft Office, Coaching Staff, Training & Development, Team Building, Customer Service, Customer Focus, Detail Orientation, Change Leadership, Creative Problem Solving, organization, project management, communication, Compliance, Brokerage, Operations Management, Analysis, Team Motivator, Conducting Interviews, Career Development, Big Picture Thinking, subject matter expert, Change Management, Project Management, Employee Training, FINRA, Financial Services, Banking, Securities, Call Centers, Management, Process Improvement, Leadership, Risk Management, Investments, Business Analysis
Education
Metropolitan State University 2003 — 2015
classes taken, Business Administration
Century College 2000 — 2003
Associates, Associates of Arts -General
James Kopp James Kopp's RBC Wealth Management Financial Services Experience August 2008 - Present
Job VicePresident and Estate Planning Specialist at RBC Wealth Management Financial Services
Industry Investment Management
Experience
RBC Wealth Management Financial Services August 2008 - Present
MD Management February 2006 - July 2008
Standard Life October 2004 - February 2006
Manulife Financial October 1998 - October 2004
Skills
Wealth Management, Insurance
Education
University of Manitoba 1986 — 1991
B. Comm (Hons), Business
RBC Wealth Management Financial Services August 2008 - Present
MD Management February 2006 - July 2008
Standard Life October 2004 - February 2006
Manulife Financial October 1998 - October 2004
Skills
Wealth Management, Insurance
Education
University of Manitoba 1986 — 1991
B. Comm (Hons), Business
haithem benzarti haithem benzarti's RBC Wealth Management Financial Services Experience April 2015 - Present
Job Financial Planning Analyst at RBC Wealth Management Financial Services
Industry Banking
Experience
RBC Wealth Management Financial Services April 2015 - Present
Desjardins September 2014 - March 2015
Desjardins February 2014 - September 2014
Banque Laurentienne February 2011 - February 2014
Banque Nationale Groupe Financier December 2009 - April 2011
Scotiabank June 2008 - June 2009
Skills
Commercial Banking, Credit Risk, Banking, Corporate Finance, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Credit, Financial Risk, Credit Analysis, Capital Markets, Private Banking, Private Equity, Mutual Funds, Risk Management, Loans, Mortgage Lending, Financial Planners, Equity Research Analysis, Gestion des risques
Education
HEC Montréal 2014 — 2017
Certificate of access to Certified Public Accountant profession, Accountancy and Finance
Université de Montréal - HEC Montréal 2010 — 2012
Personal Financial Planning Cerificate, Financial Planning and Services
Université du Québec à Trois-Rivières 2007 — 2009
Master's Degree, Accounting and Finance, succeeded
Ecole Superieure de Commerce 2002 — 2006
Bachelor's Degree, Finance and Financial Management Services, succeeded
RBC Wealth Management Financial Services April 2015 - Present
Desjardins September 2014 - March 2015
Desjardins February 2014 - September 2014
Banque Laurentienne February 2011 - February 2014
Banque Nationale Groupe Financier December 2009 - April 2011
Scotiabank June 2008 - June 2009
Skills
Commercial Banking, Credit Risk, Banking, Corporate Finance, Portfolio Management, Bloomberg, Derivatives, Financial Markets, Credit, Financial Risk, Credit Analysis, Capital Markets, Private Banking, Private Equity, Mutual Funds, Risk Management, Loans, Mortgage Lending, Financial Planners, Equity Research Analysis, Gestion des risques
Education
HEC Montréal 2014 — 2017
Certificate of access to Certified Public Accountant profession, Accountancy and Finance
Université de Montréal - HEC Montréal 2010 — 2012
Personal Financial Planning Cerificate, Financial Planning and Services
Université du Québec à Trois-Rivières 2007 — 2009
Master's Degree, Accounting and Finance, succeeded
Ecole Superieure de Commerce 2002 — 2006
Bachelor's Degree, Finance and Financial Management Services, succeeded
Alex Krzeczunowicz, CIM Alex Krzeczunowicz, CIM's RBC Wealth Management Financial Services Experience May 2015 - Present
Job Investment & Retirement Planner
Industry Investment Management
Experience
RBC Wealth Management Financial Services May 2015 - Present
BMO Nesbitt Burns October 2013 - May 2015
CIBC January 2010 - September 2014
CIBC January 2007 - January 2010
CIBC January 2005 - January 2007
Skills
Customer Oriented, Holistic Financial..., Investments, Wealth Management, Inheritance Tax Planning, Finacial Management, Financial Analysis, Business Tax Planning, Estate Tax Planning, Insurance, Risk Analysis, Mutual Funds, Securities, ETFs, Strategic Financial..., Retirement Planning, Residential Mortgages, CIM, Banking, Loans, Retail Banking, Mortgage Lending, Credit, Financial Planning
Education
Concordia University 2000 — 2002
Sociology
Canadian Securities Institute
RBC Wealth Management Financial Services May 2015 - Present
BMO Nesbitt Burns October 2013 - May 2015
CIBC January 2010 - September 2014
CIBC January 2007 - January 2010
CIBC January 2005 - January 2007
Skills
Customer Oriented, Holistic Financial..., Investments, Wealth Management, Inheritance Tax Planning, Finacial Management, Financial Analysis, Business Tax Planning, Estate Tax Planning, Insurance, Risk Analysis, Mutual Funds, Securities, ETFs, Strategic Financial..., Retirement Planning, Residential Mortgages, CIM, Banking, Loans, Retail Banking, Mortgage Lending, Credit, Financial Planning
Education
Concordia University 2000 — 2002
Sociology
Canadian Securities Institute
Tom Gayer Tom Gayer's RBC Wealth Management Financial Services Experience April 2009 - May 2015
Job First Vice President at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2015 - Present
RBC Wealth Management Financial Services April 2009 - May 2015
Education
University of Dayton 1970 — 1973
Bachelor of Science in Business Administration, Marketing
Janney Montgomery Scott LLC May 2015 - Present
RBC Wealth Management Financial Services April 2009 - May 2015
Education
University of Dayton 1970 — 1973
Bachelor of Science in Business Administration, Marketing
Colin Ardill Colin Ardill's RBC Wealth Management Financial Services Experience November 2010 - Present
Job Estate Planning Specialist at RBC Wealth Management Financial Services Inc.
Industry Financial Services
Experience
RBC Wealth Management Financial Services November 2010 - Present
Ardill Financial Inc. January 2005 - November 2010
Wealth Strategies Group January 2006 - October 2010
The Strategic Coach April 2003 - August 2005
Skills
Insurance Strategies, Estate Planning, Wealth Management, Tax, Financial Planning, Insurance, Small Business, Entrepreneurship, Wealth, Life Insurance, Fixed Annuities, Strategic Financial..., Financial Advisory, Disability Insurance, Financial Services, Sales, Real Estate, Retirement Planning, Critical Illness, Mortgage Lending, Finance, Due Diligence, Financial Planners, Investments
Education
Humber College 2000 — 2003
Business, Business & Professional Golf management
RBC Wealth Management Financial Services November 2010 - Present
Ardill Financial Inc. January 2005 - November 2010
Wealth Strategies Group January 2006 - October 2010
The Strategic Coach April 2003 - August 2005
Skills
Insurance Strategies, Estate Planning, Wealth Management, Tax, Financial Planning, Insurance, Small Business, Entrepreneurship, Wealth, Life Insurance, Fixed Annuities, Strategic Financial..., Financial Advisory, Disability Insurance, Financial Services, Sales, Real Estate, Retirement Planning, Critical Illness, Mortgage Lending, Finance, Due Diligence, Financial Planners, Investments
Education
Humber College 2000 — 2003
Business, Business & Professional Golf management
DIANE K. PHAM, Esq.'s RBC Wealth Management Financial Services Experience October 2005 - December 2006
Job Compliance Attorney
Industry Law Practice
Experience
Digital Risk June 2015 - Present
Digital Risk March 2014 - December 2014
Digital Risk August 2011 - February 2014
LexisNexis August 2011 - November 2012
Oppenheimer & Co. May 2009 - August 2010
Morgan Stanley Wealth Management (Formerly Smith Barney) December 2006 - May 2009
RBC Wealth Management Financial Services October 2005 - December 2006
Skills
Microsoft Office, Legal Research, Word, Excel, PowerPoint, Research, Legal Writing, Spreadsheets, Typing, Ten Key, Notepad, Microsoft Word, Microsoft Excel, Commercial Litigation, Westlaw, Mergers & Acquisitions, Intellectual Property, Legal Issues, Civil Litigation, Litigation, Legal Assistance, Legal Documents, Bankruptcy, Litigation Support, Estate Planning, Finance, Criminal Law, Securities, Mediation, Financial Services, Corporate Law, Legal Compliance, Lexis, Insurance, Ninja Skills, LexisNexis
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2013
Doctor of Law (JD), Law
University of Washington
Bachelor's degree, Major: Economics and Finance Minor: Communications
Digital Risk June 2015 - Present
Digital Risk March 2014 - December 2014
Digital Risk August 2011 - February 2014
LexisNexis August 2011 - November 2012
Oppenheimer & Co. May 2009 - August 2010
Morgan Stanley Wealth Management (Formerly Smith Barney) December 2006 - May 2009
RBC Wealth Management Financial Services October 2005 - December 2006
Skills
Microsoft Office, Legal Research, Word, Excel, PowerPoint, Research, Legal Writing, Spreadsheets, Typing, Ten Key, Notepad, Microsoft Word, Microsoft Excel, Commercial Litigation, Westlaw, Mergers & Acquisitions, Intellectual Property, Legal Issues, Civil Litigation, Litigation, Legal Assistance, Legal Documents, Bankruptcy, Litigation Support, Estate Planning, Finance, Criminal Law, Securities, Mediation, Financial Services, Corporate Law, Legal Compliance, Lexis, Insurance, Ninja Skills, LexisNexis
Education
Florida Agricultural and Mechanical University, College of Law 2010 — 2013
Doctor of Law (JD), Law
University of Washington
Bachelor's degree, Major: Economics and Finance Minor: Communications
Denny Smith Denny Smith's RBC Wealth Management Financial Services Experience March 2015 - Present
Job Estate Planning Specialist at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services March 2015 - Present
MD Management Financial Group August 2013 - March 2015
Great-West Life January 2013 - August 2013
Great-West Life October 2011 - December 2012
Great-West Life May 2005 - October 2011
Skills
Insurance, Disability Insurance, Strategic Financial..., Retirement, Life Insurance, Estate Planning, Critical Illness, Financial Advisory, Financial Planners, Financial Planning, Retirement Planning, Risk Management, Sales, Term Life Insurance, Wealth, Wealth Management, Fixed Annuities, Long-term Care, Financial Services, Strategic Planning, Health Insurance
Education
Alberta School of Business, University of Alberta 2003 — 2005
Bachelor of Commerce (B.Com.), Business Administration and Management, General
University of Alberta 2000 — 2005
BCom, Management
RBC Wealth Management Financial Services March 2015 - Present
MD Management Financial Group August 2013 - March 2015
Great-West Life January 2013 - August 2013
Great-West Life October 2011 - December 2012
Great-West Life May 2005 - October 2011
Skills
Insurance, Disability Insurance, Strategic Financial..., Retirement, Life Insurance, Estate Planning, Critical Illness, Financial Advisory, Financial Planners, Financial Planning, Retirement Planning, Risk Management, Sales, Term Life Insurance, Wealth, Wealth Management, Fixed Annuities, Long-term Care, Financial Services, Strategic Planning, Health Insurance
Education
Alberta School of Business, University of Alberta 2003 — 2005
Bachelor of Commerce (B.Com.), Business Administration and Management, General
University of Alberta 2000 — 2005
BCom, Management
Rey Ganaden Rey Ganaden's RBC Wealth Management Financial Services Experience June 2001 - Present
Job Financial Planner at RBC Wealth Management Financial Services
Industry Investment Banking
Experience
RBC Wealth Management Financial Services June 2001 - Present
Mutual Life/ Clarica October 1994 - October 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
Institute of Canadian Bankers 1997 — 2001
PFP - Personal Financial Planner
Red River College
RBC Wealth Management Financial Services June 2001 - Present
Mutual Life/ Clarica October 1994 - October 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java
Education
Institute of Canadian Bankers 1997 — 2001
PFP - Personal Financial Planner
Red River College
Nikki Danhofer's RBC Wealth Management Financial Services Experience September 1996 - Present
Job Senior Registered Client Associate RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Financial Services September 1996 - Present
JBHanauer & Co. 1996 - Present
Education
Berkeley College 1994 — 2004
Bachelor of Science (BS), Business Administration and Management, General
RBC Wealth Management Financial Services September 1996 - Present
JBHanauer & Co. 1996 - Present
Education
Berkeley College 1994 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Marianne Bolton's RBC Wealth Management Financial Services Experience January 2015 - Present
Job Investment Associate at RBC WM
Industry Financial Services
Experience
RBC Wealth Management Financial Services January 2015 - Present
RBC Wealth Management September 2012 - January 2015
Education
State University of New York at Albany 1990 — 1993
communication
RBC Wealth Management Financial Services January 2015 - Present
RBC Wealth Management September 2012 - January 2015
Education
State University of New York at Albany 1990 — 1993
communication
Wilton Lee's RBC Wealth Management Financial Services Experience April 2015 - Present
Job Estate Planning Specialist at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services April 2015 - Present
Great West Life November 2007 - April 2015
Freedom 55 Financial September 2004 - November 2007
Canada Jet Charters March 2000 - December 2003
Lee Aviation July 1988 - June 1999
Skills
Professional pilot, Operations Management, Disability Insurance, Insurance, Financial Planners, Commercial Aviation, Employee Benefits, Investments, Estate Planning, Aircraft, Flight Safety, Valuation, Strategic Planning, Corporate Finance, Negotiation, Due Diligence, Private Equity, Business Strategy
Education
University of the Fraser Valley/ Coastal Pacific Aviation 1986 — 1988
Diploma in Aviation, Aviation
The University of British Columbia / UBC 1983 — 1987
BA, Economics
St Georges High School 1979 — 1981
RBC Wealth Management Financial Services April 2015 - Present
Great West Life November 2007 - April 2015
Freedom 55 Financial September 2004 - November 2007
Canada Jet Charters March 2000 - December 2003
Lee Aviation July 1988 - June 1999
Skills
Professional pilot, Operations Management, Disability Insurance, Insurance, Financial Planners, Commercial Aviation, Employee Benefits, Investments, Estate Planning, Aircraft, Flight Safety, Valuation, Strategic Planning, Corporate Finance, Negotiation, Due Diligence, Private Equity, Business Strategy
Education
University of the Fraser Valley/ Coastal Pacific Aviation 1986 — 1988
Diploma in Aviation, Aviation
The University of British Columbia / UBC 1983 — 1987
BA, Economics
St Georges High School 1979 — 1981
Daniel del Rio's RBC Wealth Management Financial Services Experience January 2000 - Present
Job Business Analyst at RBC Wealth Management Financial Services Inc
Industry Banking
Experience
RBC Wealth Management Financial Services January 2000 - Present
Circle Productions 1999 - 2000
Circle Productions 1998 - 2000
Skills
Strategic Financial..., Mutual Funds, Investment Banking, Investment Advisory, Wealth Management, Business Analysis, Investments, Financial Planners, Retirement Planning, Customer Service
Education
Brock University 1993 — 1997
Bachelor of Business Economics, Business, Management, Marketing, and Related Support Services
RBC Wealth Management Financial Services January 2000 - Present
Circle Productions 1999 - 2000
Circle Productions 1998 - 2000
Skills
Strategic Financial..., Mutual Funds, Investment Banking, Investment Advisory, Wealth Management, Business Analysis, Investments, Financial Planners, Retirement Planning, Customer Service
Education
Brock University 1993 — 1997
Bachelor of Business Economics, Business, Management, Marketing, and Related Support Services
Reba Ricks's RBC Wealth Management Financial Services Experience 2000 - 2004
Job Eng Tech at Denbury Resources
Industry Oil & Energy
Experience
Denbury Resources May 2007 - Present
Pioneer Natural Resources Company 2004 - May 2007
RBC Wealth Management Financial Services 2000 - 2004
Morgan Stanley 1998 - 2000
Doyle Hartman Oil Operator 1996 - 1998
Mobil Oil 1984 - 1996
Skills
Petroleum, Drilling, Oil, Energy, Energy Industry, Gas, Upstream, Petroleum Engineering, Oilfield, Natural Gas, Onshore
Education
LeTourneau University
Business Management
Denbury Resources May 2007 - Present
Pioneer Natural Resources Company 2004 - May 2007
RBC Wealth Management Financial Services 2000 - 2004
Morgan Stanley 1998 - 2000
Doyle Hartman Oil Operator 1996 - 1998
Mobil Oil 1984 - 1996
Skills
Petroleum, Drilling, Oil, Energy, Energy Industry, Gas, Upstream, Petroleum Engineering, Oilfield, Natural Gas, Onshore
Education
LeTourneau University
Business Management