RBC Financial Planning
Description
Address: 10117 Jasper Ave, Edmonton, AB T5J 1W8, Canada Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Province: Alberta Phone: +1 780-944-5099Place name: : Website: : Hours: : : Category: : : Website: http://www.rbcfinancialplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RBC Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review
RBC Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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23 RBC Financial Planning employees in database. Find out everything there's to know about RBC Financial Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
RBC Financial Planning Employees
Employee
Years
Job
Industry
O. J. (Orlando) Trulli O. J. (Orlando) Trulli's RBC Financial Planning Experience June 2002 - April 2013
Job Financial Advisor with ATB Securities
Industry Financial Services
Experience
ATB Securities April 2013 - Present
RBC Financial Planning June 2002 - April 2013
Education
Concordia University College of Alberta 1990 — 1994
Bachelor of Science, Mathematics
ATB Securities April 2013 - Present
RBC Financial Planning June 2002 - April 2013
Education
Concordia University College of Alberta 1990 — 1994
Bachelor of Science, Mathematics
Scott Tregilges, CFP Scott Tregilges, CFP's RBC Financial Planning Experience September 2008 - Present
Job Certified Financial Planner at RBC
Industry Financial Services
Experience
RBC FInancial Planning September 2008 - Present
CIBC March 2003 - September 2008
CIBC February 2001 - February 2003
Skills
Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, Investments, Asset Allocation, Retirement, Investment Advisory, Financial Risk, Banking, Portfolio Management, Financial Advisory, Financial Services, Investment Strategies, Finance, Residential Mortgages, Financial Planning, Credit, Loans, Retail Banking, Relationship Management, Credit Analysis
Education
Canadian Securities Institute 2000 — 2012
CSC, PFPC, CPH, CIC
Financial Planners Standards Council 2007 — 2007
CFP, Financial Planning
Capilano University 1998 — 2004
Business Administration Diploma, 2004
RBC FInancial Planning September 2008 - Present
CIBC March 2003 - September 2008
CIBC February 2001 - February 2003
Skills
Mutual Funds, Retirement Planning, Wealth Management, Strategic Financial..., Mortgage Lending, Investments, Asset Allocation, Retirement, Investment Advisory, Financial Risk, Banking, Portfolio Management, Financial Advisory, Financial Services, Investment Strategies, Finance, Residential Mortgages, Financial Planning, Credit, Loans, Retail Banking, Relationship Management, Credit Analysis
Education
Canadian Securities Institute 2000 — 2012
CSC, PFPC, CPH, CIC
Financial Planners Standards Council 2007 — 2007
CFP, Financial Planning
Capilano University 1998 — 2004
Business Administration Diploma, 2004
Blair Delveaux, CFP Blair Delveaux, CFP's RBC Financial Planning Experience September 2007 - Present
Job Manager, Financial Planning at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning September 2007 - Present
RBC Royal Bank 1999 - 2007
Kenora Bass International (KBI) 1999 - 2004
RBC Royal Bank 1990 - 1999
Skills
Financial Planning, Retirement Planning, Portfolio Management, Banking, Investments, Retirement, Retirement Income..., Team Leadership, Change Management, Client Care, Strategic Financial..., Mortgage Lending, Loans, Credit, Retail Banking, Residential Mortgages, Wealth Management, Commercial Banking, Risk Management, Financial Advisory, Wealth, Investment Strategies, Financial Planners, Finance, Investment Advisory, Financial Risk, Wealth Management..., Strategy, Securities, Relationship Management, Financial Services, Consumer Lending, Estate Planning, Asset Management, Cash Flow, Mutual Funds
Education
The Canadian Institute of Financial Planning 1995 — 2005
University of Manitoba 1985 — 1988
St Paul's High School 1981 — 1985
RBC Financial Planning September 2007 - Present
RBC Royal Bank 1999 - 2007
Kenora Bass International (KBI) 1999 - 2004
RBC Royal Bank 1990 - 1999
Skills
Financial Planning, Retirement Planning, Portfolio Management, Banking, Investments, Retirement, Retirement Income..., Team Leadership, Change Management, Client Care, Strategic Financial..., Mortgage Lending, Loans, Credit, Retail Banking, Residential Mortgages, Wealth Management, Commercial Banking, Risk Management, Financial Advisory, Wealth, Investment Strategies, Financial Planners, Finance, Investment Advisory, Financial Risk, Wealth Management..., Strategy, Securities, Relationship Management, Financial Services, Consumer Lending, Estate Planning, Asset Management, Cash Flow, Mutual Funds
Education
The Canadian Institute of Financial Planning 1995 — 2005
University of Manitoba 1985 — 1988
St Paul's High School 1981 — 1985
Blake Berges, CFP Blake Berges, CFP's RBC Financial Planning Experience October 2010 - Present
Job Investment & Retirement Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning October 2010 - Present
Skills
Banking, Credit, Investments, Investment Advisory, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management
Education
Mount Royal College 2004 — 2008
Bachelor of applied financial services, Finance and Financial Management Services
RBC Financial Planning October 2010 - Present
Skills
Banking, Credit, Investments, Investment Advisory, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Retirement Planning, Wealth Management
Education
Mount Royal College 2004 — 2008
Bachelor of applied financial services, Finance and Financial Management Services
Alex Agardi,PFP,FMA,FCSI Alex Agardi,PFP,FMA,FCSI's RBC Financial Planning Experience February 2010 - Present
Job Manager Financial Planning at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning February 2010 - Present
RBC October 2008 - February 2010
RBC Wealth Management January 2006 - October 2008
CIBC June 1997 - November 2005
CIBC June 1989 - June 1997
Skills
Strategic Financial..., PFP, FMA, FCSI, Sales Leadership..., Mutual Funds, Portfolio Management, Risk Management, Banking, Commercial Lending, Retirement Planning, Coaching, Wealth, Financial Advisory, Investments, Credit Analysis, Wealth Management, Wealth Management..., Financial Planners, Mortgage Lending, Asset Allocation, Asset Management, Retail Banking, Loans, High Net Worth..., Credit, Securities, Finance, Residential Mortgages, Lines Of Credit, Investment Strategies, Financial Services, Financial Planning, Relationship Management, Commercial Banking, Investment Advisory, Credit Risk, Retirement, Financial Analysis
Education
Sheridan College 1987 — 1990
Business Diploma, Business, Management, Marketing, and Related Support Services
RBC Financial Planning February 2010 - Present
RBC October 2008 - February 2010
RBC Wealth Management January 2006 - October 2008
CIBC June 1997 - November 2005
CIBC June 1989 - June 1997
Skills
Strategic Financial..., PFP, FMA, FCSI, Sales Leadership..., Mutual Funds, Portfolio Management, Risk Management, Banking, Commercial Lending, Retirement Planning, Coaching, Wealth, Financial Advisory, Investments, Credit Analysis, Wealth Management, Wealth Management..., Financial Planners, Mortgage Lending, Asset Allocation, Asset Management, Retail Banking, Loans, High Net Worth..., Credit, Securities, Finance, Residential Mortgages, Lines Of Credit, Investment Strategies, Financial Services, Financial Planning, Relationship Management, Commercial Banking, Investment Advisory, Credit Risk, Retirement, Financial Analysis
Education
Sheridan College 1987 — 1990
Business Diploma, Business, Management, Marketing, and Related Support Services
Brigitte Felx Fin.Pl, BA.Sc, AICB Brigitte Felx Fin.Pl, BA.Sc, AICB's RBC Financial Planning Experience February 2003 - Present
Job Financial Planner at RBC Financial planning
Industry Banking
Experience
RBC Financial planning February 2003 - Present
RBC February 1997 - February 2003
RBC February 1989 - February 1997
Skills
Strategic Financial..., Investments, Investment Strategies, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Securities, Mortgage Lending, Banking, Wealth Management..., Investment Advisory, Asset Allocation, Retirement, Series 7, Wealth, Asset Management, Equities, Estate Planning, Economics
Education
IQPF 2003 — 2003
Financial Planner
IBC 2000 — 2000
AIBC
Université de Montréal 1986 — 1989
Bachelor of Applied Science (BASc), Applied Economics
RBC Financial planning February 2003 - Present
RBC February 1997 - February 2003
RBC February 1989 - February 1997
Skills
Strategic Financial..., Investments, Investment Strategies, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Portfolio Management, Securities, Mortgage Lending, Banking, Wealth Management..., Investment Advisory, Asset Allocation, Retirement, Series 7, Wealth, Asset Management, Equities, Estate Planning, Economics
Education
IQPF 2003 — 2003
Financial Planner
IBC 2000 — 2000
AIBC
Université de Montréal 1986 — 1989
Bachelor of Applied Science (BASc), Applied Economics
Paul Nodwell Paul Nodwell's RBC Financial Planning Experience January 2010 - Present
Job Financial Planner at RBC Financial Planning
Industry Banking
Experience
RBC Financial Planning January 2010 - Present
RBC January 2005 - January 2010
RBC August 2004 - January 2005
Skills
Personal Financial..., Wealth Management, Residential Mortgages, Retirement Planning, Banking, Financial Analysis, Investments, Mortgage Lending, Mutual Funds, Retail Banking, Strategic Financial..., Credit, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management
Education
Saint Mary's University 1988 — 1992
B. Comm., Finance, Economics
RBC Financial Planning January 2010 - Present
RBC January 2005 - January 2010
RBC August 2004 - January 2005
Skills
Personal Financial..., Wealth Management, Residential Mortgages, Retirement Planning, Banking, Financial Analysis, Investments, Mortgage Lending, Mutual Funds, Retail Banking, Strategic Financial..., Credit, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management
Education
Saint Mary's University 1988 — 1992
B. Comm., Finance, Economics
David N. Savoie MBA, CPA, CMA, PFP David N. Savoie MBA, CPA, CMA, PFP's RBC Financial Planning Experience January 2010 - July 2013
Job Manager Credit Structures at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
Biljana Manojlovic, CFP, FCSI Biljana Manojlovic, CFP, FCSI's RBC Financial Planning Experience January 2003 - February 2012
Job Private Banker RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management - Private Banking February 2012 - Present
RBC Financial planning January 2003 - February 2012
BMO Nesbitt Burns January 1996 - August 2002
C.M. Oliver & Company September 1993 - January 1996
Skills
Wealth Management, Retirement Planning, Investment Strategies, High Net Worth..., Strategic Financial..., Estate Planning, credit solutions, Banking, Mortgage Lending, Investments, Financial Analysis, Wealth, Finance, Small Business, Portfolio Management, Residential Mortgages, Financial Advisory, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Retirement, Wealth Management..., Investment Management
Education
Canadian Securities Institute 1996 — 1997
CIM, FCSI, Canadian Investment Manager and Fellow of Canadian Securities Institute
Financial Planning Standards Council of Canada 1996 — 1997
CFP, Certified Financial Planner
Sveučilište u Rijeci 1986 — 1990
•B.Sc. in Economics, University of Rijeka, Croatia, 1991
Newport High School, Bellevue, Wa, USA 1984 — 1985
Exchange student
RBC Wealth Management - Private Banking February 2012 - Present
RBC Financial planning January 2003 - February 2012
BMO Nesbitt Burns January 1996 - August 2002
C.M. Oliver & Company September 1993 - January 1996
Skills
Wealth Management, Retirement Planning, Investment Strategies, High Net Worth..., Strategic Financial..., Estate Planning, credit solutions, Banking, Mortgage Lending, Investments, Financial Analysis, Wealth, Finance, Small Business, Portfolio Management, Residential Mortgages, Financial Advisory, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Retirement, Wealth Management..., Investment Management
Education
Canadian Securities Institute 1996 — 1997
CIM, FCSI, Canadian Investment Manager and Fellow of Canadian Securities Institute
Financial Planning Standards Council of Canada 1996 — 1997
CFP, Certified Financial Planner
Sveučilište u Rijeci 1986 — 1990
•B.Sc. in Economics, University of Rijeka, Croatia, 1991
Newport High School, Bellevue, Wa, USA 1984 — 1985
Exchange student
Rosanne Maitland BA CFP PFP Rosanne Maitland BA CFP PFP's RBC Financial Planning Experience October 2011 - February 2015
Job Senior Financial Consultant at MD Financial Management | Gestion financière MD
Industry Online Media
Experience
MD Financial Management Gestion financière MD February 2015 - Present
RBC Financial Planning October 2011 - February 2015
RBC Wealth Management August 2005 - October 2011
CIBC Wealth Management September 1990 - July 2005
Skills
Wealth Management, Retirement Planning, Investment Strategies, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Credit, Financial Analysis, Banking, Asset Managment, Retail Banking, Asset Management, Commercial Lending, Credit Analysis, Financial Advisory, Finance, Financial Planners, Financial Risk, Financial Services, Loans, Mortgage Lending, Residential Mortgages
Education
University of Alberta 1986 — 1990
Bacholor of Arts, Economics
MD Financial Management Gestion financière MD February 2015 - Present
RBC Financial Planning October 2011 - February 2015
RBC Wealth Management August 2005 - October 2011
CIBC Wealth Management September 1990 - July 2005
Skills
Wealth Management, Retirement Planning, Investment Strategies, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Credit, Financial Analysis, Banking, Asset Managment, Retail Banking, Asset Management, Commercial Lending, Credit Analysis, Financial Advisory, Finance, Financial Planners, Financial Risk, Financial Services, Loans, Mortgage Lending, Residential Mortgages
Education
University of Alberta 1986 — 1990
Bacholor of Arts, Economics
Jason Collum, F. Pl. Jason Collum, F. Pl.'s RBC Financial Planning Experience October 2007 - August 2015
Job Mutual Fund Representative at Peak Investments / Financial Planner at The Financial Independence Club Inc.
Industry Financial Services
Experience
Peak Investments / The Financial Independence Club Inc. August 2015 - Present
RBC Financial Planning October 2007 - August 2015
RBC Royal Bank January 2003 - September 2007
Skills
Mutual Funds, Investments, Strategic Financial..., Banking, Retirement Planning, Wealth Management, Financial Advisory, Financial Analysis, Financial Planning, Investment Advisory, Investment Strategies, Risk Management, Portfolio Management, Retail Banking, Retirement, Strategic Planning, Credit Analysis, Credit
Education
Concordia University 1999 — 2001
B.Comm, Finance
Peak Investments / The Financial Independence Club Inc. August 2015 - Present
RBC Financial Planning October 2007 - August 2015
RBC Royal Bank January 2003 - September 2007
Skills
Mutual Funds, Investments, Strategic Financial..., Banking, Retirement Planning, Wealth Management, Financial Advisory, Financial Analysis, Financial Planning, Investment Advisory, Investment Strategies, Risk Management, Portfolio Management, Retail Banking, Retirement, Strategic Planning, Credit Analysis, Credit
Education
Concordia University 1999 — 2001
B.Comm, Finance
Amal Helbah-Dawson Amal Helbah-Dawson's RBC Financial Planning Experience April 2002 - Present
Job Investment & Retirement Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning April 2002 - Present
RBC Wealth Management November 2010 - March 2012
RBC Wealth Management November 2007 - November 2010
RBC November 2007 - November 2010
RBC Royal Bank November 2007 - November 2010
RBC Wealth Management April 2002 - October 2007
RBC Financial Group January 1998 - January 2002
Skills
Mutual Funds, Mortgage Lending, Wealth Management, Retail Banking, Credit, Wealth Management..., Portfolio Management, Banking, Investment Advisory, Investment Strategies, Wealth, Financial Advisory
Education
Dalhousie University 2009 — 2011
working towards MBA, Financial Services
McMaster University 1993 — 1994
Bachelor of Arts, Sociology
McMaster University 1989 — 1994
Bachelor of Arts, English
RBC Financial Planning April 2002 - Present
RBC Wealth Management November 2010 - March 2012
RBC Wealth Management November 2007 - November 2010
RBC November 2007 - November 2010
RBC Royal Bank November 2007 - November 2010
RBC Wealth Management April 2002 - October 2007
RBC Financial Group January 1998 - January 2002
Skills
Mutual Funds, Mortgage Lending, Wealth Management, Retail Banking, Credit, Wealth Management..., Portfolio Management, Banking, Investment Advisory, Investment Strategies, Wealth, Financial Advisory
Education
Dalhousie University 2009 — 2011
working towards MBA, Financial Services
McMaster University 1993 — 1994
Bachelor of Arts, Sociology
McMaster University 1989 — 1994
Bachelor of Arts, English
Joe DeNapoli Joe DeNapoli's RBC Financial Planning Experience June 2011 - Present
Job Manager Financial Planning Vancouver Downtown/West
Industry Banking
Experience
RBC Financial Planning June 2011 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Wealth Management..., Financial Advisory, Mutual Funds, Private Banking, Financial Planning
Education
Institute of Canadian Bankers 2000 — 2008
FICB, Professional Bankers
Canadian Securities Institute 2003 — 2005
PFP/FICB, Financial Planning
Northern Alberta Institute of Technology 1982 — 1984
Architectural Design
RBC Financial Planning June 2011 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Investment Strategies, Estate Planning, Portfolio Management, Wealth Management..., Financial Advisory, Mutual Funds, Private Banking, Financial Planning
Education
Institute of Canadian Bankers 2000 — 2008
FICB, Professional Bankers
Canadian Securities Institute 2003 — 2005
PFP/FICB, Financial Planning
Northern Alberta Institute of Technology 1982 — 1984
Architectural Design
Nathalie Wong Kee Song's RBC Financial Planning Experience August 2008 - July 2012
Job Wealth Management Advisor and Financial Planner
Industry Financial Services
Experience
Independent January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS February 2013 - December 2014
National Bank of Canada June 2012 - March 2013
RBC FINANCIAL PLANNING August 2008 - July 2012
RBC Wealth Management August 2008 - July 2012
CIBC Imperial Services August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP May 2001 - August 2002
Investors Group January 1999 - May 2001
RBC Dominion Securities March 1997 - January 1999
RBC July 1992 - March 1997
Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory
Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law
CSI
Canadian securities, Finance, General
Concordia University 1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE
Concordia University 1992 — 1995
Bachelor's degree, Management Information Systems, General
Institute of Canadian bankers
Conduct and practice handbook, Finance, General
JOHN ABBOTT COLLEGE 1990 — 1992
Bachelor of Commerce (B.Com.), commerce
Independent January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS February 2013 - December 2014
National Bank of Canada June 2012 - March 2013
RBC FINANCIAL PLANNING August 2008 - July 2012
RBC Wealth Management August 2008 - July 2012
CIBC Imperial Services August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP May 2001 - August 2002
Investors Group January 1999 - May 2001
RBC Dominion Securities March 1997 - January 1999
RBC July 1992 - March 1997
Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory
Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law
CSI
Canadian securities, Finance, General
Concordia University 1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE
Concordia University 1992 — 1995
Bachelor's degree, Management Information Systems, General
Institute of Canadian bankers
Conduct and practice handbook, Finance, General
JOHN ABBOTT COLLEGE 1990 — 1992
Bachelor of Commerce (B.Com.), commerce
Mario Napoleoni's RBC Financial Planning Experience January 2002 - Present
Job Financial Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning January 2002 - Present
RBC Investments January 2002 - Present
RBC Royal Bank January 1996 - January 2002
Skills
Financial Advisory, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Estate Planning, Mutual Funds, Credit, Mortgage Lending, Finance, Project Planning, Wealth, Retirement Planning, Sales, Investments, Banking, Sales Management, Financial Planners, Investment Advisory, Retirement, Investment Strategies, Personal Finance, Wealth Management..., Financial Planning
Education
Institut Québécois de Planification Financière 1999 — 2002
Financial Planner
Canadian Securities Institute
Concordia University 1994 — 1997
B. Com, Economics
Concordia University
Bachelor of Arts, Economics
RBC Financial Planning January 2002 - Present
RBC Investments January 2002 - Present
RBC Royal Bank January 1996 - January 2002
Skills
Financial Advisory, Strategic Financial..., Financial Modeling, Portfolio Management, Wealth Management, Estate Planning, Mutual Funds, Credit, Mortgage Lending, Finance, Project Planning, Wealth, Retirement Planning, Sales, Investments, Banking, Sales Management, Financial Planners, Investment Advisory, Retirement, Investment Strategies, Personal Finance, Wealth Management..., Financial Planning
Education
Institut Québécois de Planification Financière 1999 — 2002
Financial Planner
Canadian Securities Institute
Concordia University 1994 — 1997
B. Com, Economics
Concordia University
Bachelor of Arts, Economics
Ryan Whittaker PFP's RBC Financial Planning Experience December 2010 - March 2014
Job Scotiabank Investment Specialist
Industry Investment Management
Experience
Scotiabank March 2014 - Present
RBC Financial Planning December 2010 - March 2014
TD Canada Trust July 2008 - December 2010
TD Canada Trust February 2007 - July 2008
TD Canada Trust October 2006 - February 2007
Skills
Banking, Mutual Funds, Investments, Retirement Planning, Mortgage Lending, Wealth Management, Retail Banking, Financial Planning, Financial Services, Finance, Estate Planning, Investment Advisory, Financial Advisory, Investment Strategies
Education
Fanshawe College 2004 — 2006
Diploma in Financial Planning Services, Financial Planning and Services
Nantyr Shores
Nantyr Shores
Scotiabank March 2014 - Present
RBC Financial Planning December 2010 - March 2014
TD Canada Trust July 2008 - December 2010
TD Canada Trust February 2007 - July 2008
TD Canada Trust October 2006 - February 2007
Skills
Banking, Mutual Funds, Investments, Retirement Planning, Mortgage Lending, Wealth Management, Retail Banking, Financial Planning, Financial Services, Finance, Estate Planning, Investment Advisory, Financial Advisory, Investment Strategies
Education
Fanshawe College 2004 — 2006
Diploma in Financial Planning Services, Financial Planning and Services
Nantyr Shores
Nantyr Shores
Joe Catalano's RBC Financial Planning Experience January 2006 - Present
Job Investment and Retirement planner at RBC Financial Planning MBA
Industry Financial Services
Experience
RBC financial planning January 2006 - Present
Skills
Wealth Management, Banking, Risk Management, Investment Advisory, Investments, Commercial Banking, Estate Planning, Mutual Funds
Education
UQAM 2002 — 2004
MBA, FINANCE
RBC financial planning January 2006 - Present
Skills
Wealth Management, Banking, Risk Management, Investment Advisory, Investments, Commercial Banking, Estate Planning, Mutual Funds
Education
UQAM 2002 — 2004
MBA, FINANCE
Imran Osman's RBC Financial Planning Experience September 2011 - Present
Job Investment and Retirement Planner. RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning September 2011 - Present
I.D.C. Insurance Direct Canada Inc. March 2005 - August 2011
RBC October 2007 - October 2009
Education
The University of Calgary 2000 — 2004
BS, Actuarial Science
Queen's University
RBC Financial Planning September 2011 - Present
I.D.C. Insurance Direct Canada Inc. March 2005 - August 2011
RBC October 2007 - October 2009
Education
The University of Calgary 2000 — 2004
BS, Actuarial Science
Queen's University
Kong Desire's RBC Financial Planning Experience June 2003 - Present
Job Financial Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning June 2003 - Present
Ernst & Young Financial Services Ltd. September 2000 - March 2002
Skills
Retirement Planning
Education
Université du Québec à Montréal 1997 — 2000
Bcomm, Finance
RBC Financial Planning June 2003 - Present
Ernst & Young Financial Services Ltd. September 2000 - March 2002
Skills
Retirement Planning
Education
Université du Québec à Montréal 1997 — 2000
Bcomm, Finance
Chris Friesen, CFP, CIM's RBC Financial Planning Experience November 2011 - Present
Job RBC Financial Planner Investment and Retirement Planner
Industry Financial Services
Experience
RBC Financial Planning November 2011 - Present
RBC Royal Bank February 2010 - November 2011
Skills
Financial Planning, Financial Advisory, Estate Planning, Succession Planning, Inheritance Tax Planning, Retirement Planning, Investments
Education
The University of Calgary
B.Comm, Personal Financial Planning (PFPL)
RBC Financial Planning November 2011 - Present
RBC Royal Bank February 2010 - November 2011
Skills
Financial Planning, Financial Advisory, Estate Planning, Succession Planning, Inheritance Tax Planning, Retirement Planning, Investments
Education
The University of Calgary
B.Comm, Personal Financial Planning (PFPL)
Milan Sharma's RBC Financial Planning Experience April 2014 - Present
Job Investment and Retirement Planner at RBC
Industry Banking
Experience
RBC Financial Planning April 2014 - Present
RBC April 2011 - April 2014
RBC April 2010 - April 2011
Skills
Banking, Retail Banking, Credit Analysis, Mutual Funds, Credit, Investments, Wealth Management, Relationship Management, Financial Services, Financial Analysis, Loans, Customer Service, Portfolio Management, Mortgage Lending, Risk Management, Commercial Banking, Retirement Planning, Asset Allocation, Refinance, Credit Cards, Credit Risk, Lines Of Credit, Financial Risk, Strategic Financial..., Residential Mortgages, Equities, Commercial Lending, Fixed Income, Financial Planning, Coaching, Sales Management
Education
Concordia University
Bachelor's degree, Economics
RBC Financial Planning April 2014 - Present
RBC April 2011 - April 2014
RBC April 2010 - April 2011
Skills
Banking, Retail Banking, Credit Analysis, Mutual Funds, Credit, Investments, Wealth Management, Relationship Management, Financial Services, Financial Analysis, Loans, Customer Service, Portfolio Management, Mortgage Lending, Risk Management, Commercial Banking, Retirement Planning, Asset Allocation, Refinance, Credit Cards, Credit Risk, Lines Of Credit, Financial Risk, Strategic Financial..., Residential Mortgages, Equities, Commercial Lending, Fixed Income, Financial Planning, Coaching, Sales Management
Education
Concordia University
Bachelor's degree, Economics
William Look, CFP's RBC Financial Planning Experience January 1990 - Present
Job Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2015 - Present
RBC Financial Planning January 1990 - Present
Education
Simon Fraser University
Arts, Economics
RBC Wealth Management March 2015 - Present
RBC Financial Planning January 1990 - Present
Education
Simon Fraser University
Arts, Economics
Shirley Curley's RBC Financial Planning Experience December 2007 - September 2012
Job Financial PlannerInvestment Retirement Planner at RBC Financial Planning
Industry Banking
Experience
RBC September 2012 - Present
RBC Financial Planning December 2007 - September 2012
CIBC 2003 - December 2007
CIBC 1997 - 1999
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, Credit, Customer Service, Microsoft Word, Project Management, Loans, Strategic Planning, Business Analysis, Change Management, Portfolio Management
Education
St. Thomas University (CA) 1983 — 1987
Bachelor of Arts (B.A.), Sociology
RBC September 2012 - Present
RBC Financial Planning December 2007 - September 2012
CIBC 2003 - December 2007
CIBC 1997 - 1999
Skills
Banking, Microsoft Excel, Microsoft Office, Financial Analysis, Risk Management, Credit, Customer Service, Microsoft Word, Project Management, Loans, Strategic Planning, Business Analysis, Change Management, Portfolio Management
Education
St. Thomas University (CA) 1983 — 1987
Bachelor of Arts (B.A.), Sociology