RBC WEALTH MANAGEMENT - Key Persons
Job Titles:
- Vice President
- in 2006 As a Regional Equity Analyst
Alan Robinson joined RBC Wealth Management in 2006 as a regional equity analyst based in Seattle. He now co-manages the firm's guided portfolio of international stocks that trade on U.S. exchanges.
He serves on RBC Wealth Management's Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of financial markets and guidance on asset allocation and portfolio construction. As a committee member, Alan is responsible for currency strategy and market commentary. He also serves the firm's tactical portfolio and global stock portfolio committees. He speaks widely on a range of economic issues, and domestic and international stock market strategies.
With more than three decades of experience in financial markets, Alan has worked in London and Hong Kong, where he traded currency and credit derivatives. He's also worked in Microsoft's treasury department. Prior to joining RBC, Alan was the director of research for Seattle-based investment bank Delafield Hambrecht Inc.
Alan earned a bachelor's degree in physics from Imperial College, London, and holds a Master of Business Administration from the University of Washington, Seattle.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
Job Titles:
- Member of the RBC Wealth Management Team
- Head, Advisor Recruiting
- Leadership
Job Titles:
- Head
- Head of Wealth Planning
Angie O'Leary is head of Wealth Planning at RBC Wealth Management-U.S. With the support of her team, Angie focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.
With more than 25 years of experience in the financial services industry, Angie most recently served as head of Investment Solutions for U.S. Bank Wealth Management. In that role, she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line's mutual fund and insurance product distribution relationships. Prior to U.S. Bank, Angie held leadership positions at UBS and Piper Jaffray. She joined RBC Wealth Management in 2017.
She sits on several industry roundtables and advisory boards and is often asked to contribute her expertise. Angie has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is a strong advocate for women and their financial success.
Angie earned a bachelor's degree in business finance from San Jose State University and has completed coursework toward a master's in accounting from Santa Clara University. She's active in her community, serving as an executive board member for the Wayside Recovery Center-a treatment center for women and their families recovering from substance abuse. She also dedicates time to family mission work in Haiti.
Job Titles:
- Member of the RBC Wealth Management Team
- Leadership
- Managing Director and Head of Banking
- Managing Director and Head of Banking and Custody Solutions
- Member of the Chartered Institute for Securities and Investment
Ann Marie Vibert is managing director and head of Banking and Custody Solutions for RBC Wealth Management in the British Isles. Based in Jersey, she has overall responsibility for the delivery of treasury, custody and deposit taking activities.
Prior to joining RBC in 2014, Ann Marie enjoyed a 30-year career with Standard Chartered, where she held a number of senior roles including head of Client Service, Europe and head of Client Infrastructure, Europe and Americas. She was also a member of the Channel Islands management committee.
Ann Marie is a member of the Chartered Institute for Securities and Investment (CISI) and holds the CISI Investment Advice Diploma. Her key areas of expertise include business transformation, client experience and strategic development.
Outside of the office, Ann Marie enjoys walking, cooking, pilates and spending time with her friends and family.
Job Titles:
- Member of the RBC Wealth Management Team
- Leadership
Ann Senne is an energetic and compassionate leader focused on unlocking the potential of each employee to fuel enterprise growth, innovation and success. As U.S. chief administrative and integration officer, she plays a critical role in leading our cross-business strategy in the U.S. and executing a portfolio of business initiatives focused on enhancing the U.S. operating model and the solutions and services offered to U.S. businesses and clients.
Ann draws from more than 28 years of experience in the financial services industry. She started in the business as an internal auditor before holding many roles supporting and leading the firm's product team. She then moved into RBC's Global Wealth Management division where she served as head of client experience and head of managed solutions serving the U.S., Canada, UK, and Asia Pacific businesses. Most recently, Ann drove growth and innovation as head, advice and solutions at RBC Wealth Management-U.S., leading a team of over 200 professionals supporting financial advisors in providing holistic wealth management solutions to clients and delivering an exceptional, goals-based wealth management client experience.
A leader committed to teamwork, mentoring and collaboration, Ann serves on RBC's Diversity Leadership Council and as executive sponsor of the firm's women's employee resource group. She's also a mentor in RBC's Diverse Perspectives Mentoring Program and in the Money Management Institute's (MMI) Gateway to Leadership Program. In her community, Ann currently serves on the board of the Minneapolis nonprofit WithAll, working to increase prevention of eating disorders, support recovery and promote legislative change.
Ann holds a bachelor's degree in accounting from the University of Wisconsin - Eau Claire and an MBA in finance and strategic management from the Carlson School of Management, University of Minnesota. She earned a CPA designation and completed the Securities Industry Institute program at Wharton in 2010. Married with two kids, Ann enjoys long walks and hikes with friends and family, Pilates and boating or water skiing during the lovely Minnesota summers.
Job Titles:
- Head
- Managing Director
- Managing Director and Head, Relationship Management
Annabel Bosman is head of Relationship Management for RBC Wealth Management in the British Isles. As part of the leadership team, Annabel focuses on driving the success of RBC Wealth Management and ensuring clients receive the best of our organisation.
Her positivity and broad experience, garnered from more than twenty years in wealth management, have been instrumental in helping her bring teams together under a common goal and culture.
Prior to joining RBC Wealth Management in July 2019, Annabel held leadership roles with Barclays, Citi, Deutsche and Julius Baer.
Born in Lincoln, Annabel grew up in Yorkshire before travelling to Oxford to further her education. She holds a Master of Arts with Honours from Oriel College (Oxford) and is also a member of the CFA Institute.
When not looking after her young family, Annabel enjoys paddle boarding and yoga.
Canadian artist Azza El Siddique melds materials and technologies to help people see art in new, spectacular ways
Job Titles:
- Director
- Vice President
- Vice President and Director of Private Wealth Strategies
Bill Ringham is vice president and director of Private Wealth Strategies at RBC Wealth Management - U.S. In the firm's Central Division, he serves as a resource to financial advisors-helping them understand client objectives, gather information and determine strategies for high-net-worth clients' complex financial and wealth transfer goals. He also manages the Wealth Strategies and Trust Consultant teams.
With a focus on wealth transfer, Bill works with financial advisors to develop wealth management solutions for clients, including trust and estate, business succession, charitable and stock option planning. Working with clients' attorneys, accountants and other professionals, he implements strategies that meet clients' financial objectives. Bill frequently leads seminars and educational presentations for clients and groups on various wealth strategy topics. As part of RBC Wealth Management's Accredited Wealth Manager program, he moderates classes for financial advisors.
Bill has more than 40 years of experience in the financial services industry. At Bremer Bank, a Midwest regional bank, he was in charge of wealth planning capabilities and services. After that, Bill went to Minnesota Life, where he served as an advanced marketing counsel, assisting agents and their clients with advanced planning concepts. Before joining RBC Wealth Management in 2000, he worked at Deloitte & Touche LLP, where he focused on tax and planning for members of several family offices.
He graduated from St. Olaf College in Northfield, Minnesota, with a Bachelor of Arts in economics. Bill also earned a J.D. from William Mitchell College of Law in St. Paul, Minnesota. In addition, he's a Certified Public Accountant (inactive) and has passed the Series 7 and 66 securities exams.
Job Titles:
- Member of the RBC Wealth Management Team
- President
- Leadership
- President of RBC Clearing
Brett Thorne is president of RBC Clearing & Custody-one of the country's leading clearing firms for broker-dealers and custodian boutiques for registered investment advisors. He's responsible for the growth and delivery of products, services and advice to retain and attract independent broker-dealers and registered investment advisory firms.
Job Titles:
- Global Private Banking Canada and RT Investment Counsel Inc. Formed RBC Private Counsel Inc
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
- Leadership
Job Titles:
- Member of the RBC Wealth Management Team
- Head of RBC Europe, CEO RBC Capital Markets Europe
- Leadership
David Thomas is Head of RBC Europe, bringing together oversight for all Royal Bank of Canada's lines of business in the region.
In addition, David (Dave) Thomas is CEO of RBC Capital Markets Europe, with responsibility for leading all aspects of RBC's Capital Markets businesses in the UK and Europe, including strategy execution and effective governance.
He is a member of the global RBC Capital Markets Operating Committee, the global RBC Wealth Management & International Operating Committee and chairs both the Capital Markets Europe Executive Committee and the European Executive Committee, made up of business and functional heads, who work together to ensure a collaborative and consistent approach to cross-platform activity and initiatives. Dave also holds a number of UK board roles including CEO of RBC Europe Limited and Chairman of RBC Global Asset Management (UK) Limited.
Dave holds a BSc (Hons) degree from Loughborough University in the UK and joined RBC Capital Markets in 1992 following periods at a UK domestic bank and a technology company. Since joining RBC, he has held a number of both global and regional mandates in business, technology and functional areas across the firm.
Outside work, Dave is an avid fundraiser and supporter of charitable causes. He is a member of the Corporate Partnerships Board for Great Ormond Street Hospital and is active in fundraising for the charity, as well as for SportsAid.
Job Titles:
- Member of the RBC Wealth Management Team
- CEO of RBC Wealth Management Canada
- Leadership
Job Titles:
- Chief Operating Officer
- Member of the RBC Wealth Management Team
- Chief Operating Officer With
- Leadership
David Bailey is chief operating officer with RBC Wealth Management - International. Based in Jersey, David's responsibility is to lead in supporting the strategic agenda of the business. His key focus areas are to optimise financial performance, operational effectiveness, regulatory readiness and make sure the business operates under a sound risk culture.
David joined RBC Wealth Management in 2001 as senior finance manager before becoming head of finance in the Caribbean region in August 2011. He spent three years as chief financial officer for RBC Wealth Management - International before moving into his current role in early 2019. Before joining RBC, David held various finance manager roles with Barclays Private Banking, Payoffshore.com and Coconut, a web-based email provider.
Born in Jersey, David studied at De La Salle College. A qualified accountant, he's a Fellow of the Association of Chartered Certified Accountants (FCCA). In his spare time, he likes reading, walking and taking part in triathlons.
David Storm - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Chief Investment Officer for RBC Wealth Management in the British Isles
- Chief Investment Officer, British Isles and Asia
David Storm is chief investment officer for RBC Wealth Management in the British Isles and Asia.
ln his role, David oversees investment policy and strategy for clients in the British Isles and Asia. He chairs both the Bl and Asia Investment Committees and leads our research in hedge fund, private markets and sustainable investment strategies.
David joined RBC Wealth Management in 2006 as a portfolio manager, focusing on our institutional benefit plan business before moving into his current role. Prior to joining RBC, David was part of the investments group at Morgan Stanley. His areas of focus included alternative investment strategies, portfolio construction and risk analysis.
David is both a Chartered Financial Analyst (CFA) and Chartered Alternative Investments Analyst (CAlA) charterholder. ln his spare time, he enjoys playing football and travelling.
Job Titles:
- Head
- Managing Director
- Head and Managing Director of Wealth Planning
- Head, Sustainable Investing / Dean Moore / Head and Managing Director, Wealth Planning
Dean Moore is head and managing director of Wealth Planning for RBC Wealth Management - International. Based in London, Dean is responsible for leading and developing the wealth planning offering in the British Isles. He helps ultra-high-net-worth clients grow, protect and manage their wealth by developing and implementing bespoke financial planning advice.
Prior to joining RBC Wealth Management in 2018, Dean held senior roles with Arbuthnot Latham, Coutts Private Office and Barclays Wealth.
Dean holds a Bachelor of Science Honours in Economics from the University of Wales and a Diploma in Financial Planning from the Chartered Insurance Institute. He's also a Certified Financial Planner (CFP) and a Chartered Wealth Manager holding Fellowship of the Chartered Institute of Securities and Investments.
Dean and his wife, Alexa, are kept busy by their child, Jack. When he's not at work, he's keen on outdoor pursuits, particularly skiing, sailing and cycling. He's also supported Bloodwise by completing the 500-kilometre London to Paris fundraising bike ride.
Job Titles:
- Group Head
- Member of the RBC Wealth Management Team
- Leadership
- Member of the Board of Directors of St. Michael 's Hospital
Doug serves as a member of the Board of Directors of St. Michael's Hospital, and on the Advisory Board of Ivey Business School at Western University.
Job Titles:
- Head
- Managing Director
- Co - Chair of RBC Wealth Management 's Global Portfolio Advisory Committee
- Contributor to GPAC 's Global Insights Weekly
- Managing Director, Head of Investment Strategy
- Managing Director, Head of Investment Strategy / RBC Europe Limited
Frédérique Carrier is managing director, head of Investment Strategy for RBC Wealth Management in the British Isles and Asia.
Frédérique is co-chair of RBC Wealth Management's Global Portfolio Advisory Committee (GPAC), which establishes the asset allocation mix for all wealth clients worldwide. Based in London, she also formulates the equity strategy for the UK and Europe.
Job Titles:
- Head of Technology
- Member of the RBC Wealth Management Team
- Leadership
Greg Beltzer, head of Technology at RBC Wealth Management-U.S., delivers a best-in-class, digitally enabled experience to advance how clients are served in the wealth management industry. An innovative leader, he enriches the digital client experience by bringing together the firm's resources to pursue new growth opportunities and establish strategic vendor partnerships. He also leads the execution of key business technology priorities to drive measurable results.
In 2018, he joined RBC Wealth Management as vice president of advisor platform and technology. Previously, he was the senior vice president of enterprise CRM at City National Bank (an RBC company) in Los Angeles. In that role, Greg contributed to developing and implementing several cloud technologies to modernize how the bank services its clients.
Greg started his career at Fidelity Investments as an operations manager for their first online trading platform's technical support. Prior to joining RBC, he worked in various information technology senior leadership roles in wealth management, investment banking, venture capital and private equity. Throughout his career, Greg supported and led large-scale technology transformation programs and partnered with leading FinTech companies to drive technology and operational efficiencies.
Greg graduated from Texas A&M University. He's a huge English Premier League (EPL) fan and a proud lifelong Tottenham supporter.
Job Titles:
- Head of Human Resources
- Member of the RBC Wealth Management Team
- As Head of Human Resources
- Leadership
As head of Human Resources, Janet Boie provides strategic advice to the RBC Wealth Management-U.S. leadership team and aligns talent strategy to business strategy. Her team guides all aspects of human resources, including talent management, leadership development, performance enablement, diversity and inclusion, workforce management, organizational design, change management and compensation.
Janet focuses on building strong partnerships and finding creative solutions for business problems, while remaining steadfast in her dedication to enhancing the employee experience. She is passionate about driving employee engagement and connecting employees to RBC's purpose of helping clients thrive and communities prosper.
In 2011, Janet joined RBC Wealth Management-U.S. as a senior human resources business partner. She led the firm through many significant business realignment initiatives, always putting the employee experience at the forefront while achieving strategic goals. Before being named head of Human Resources for the U.S. Wealth Management business, Janet served as director of human resources total rewards delivery for RBC's businesses in the U.S.
Prior to joining RBC Wealth Management, Janet performed independent human resources consulting and worked as a human resources manager at GMAC-RFC.
Janet earned a bachelor's degree from St. Olaf College and a master's degree from St. Mary's University. With her children, she's been actively involved in both Cub Scouts and Girl Scouts, and she's passionate about supporting her community through volunteerism and philanthropy.
When she's not working, Janet enjoys spending time with her husband and three children. In keeping with her passion for being a lifelong learner, she especially enjoys traveling and exploring new places.
Job Titles:
- Head
- Head / Portfolio Advisory Group - U.S.
- Head of the Portfolio Advisory Group
Janet Engels is head of the Portfolio Advisory Group - U.S., managing the U.S. Equities, Fixed Income Strategies and Managed Portfolio Solutions teams.
In this role, she oversees advisory support for RBC Wealth Management - U.S. financial advisors, including investment strategy, portfolio construction and security selection. Janet also oversees the management of a wide range of discretionary portfolios offered on the Investment Advisory platform. She serves as chair of the U.S. Investment Committee. Previously, she founded RBC Wealth Management's Global Portfolio Advisory Committee (GPAC) and served as its co-chair.
With more than three decades of industry experience, Janet is a highly sought-after securities thought leader and frequently speaks at client seminars across the country. She's also appeared on national and local television, including CNBC, Fox Business and MSNBC. Janet's been quoted in leading industry publications, including The Wall Street Journal, Barron's and Reuters.
Her career began in the equity research department of Tucker Anthony in the early 1980s, where she helped establish the firm's Equity Strategies group. She later served as director of equity strategies at Tucker Anthony and as director of equity research for its sister firm, San Francisco-based Sutro & Co.
Following RBC Wealth Management's acquisition of Tucker Anthony in 2002, Janet was the director of U.S. Equities for the Portfolio Advisory Group. In January 2018, she was named head of the Portfolio Advisory Group - U.S.
In 2016, Profiles in Diversity Journal included Janet in its "Women Worth Watching" list to recognize her leadership, achievements and positive influence on RBC. She is a past recipient of RBC Wealth Management's "Irv Weiser Diversity Award." Janet was honored for upholding RBC's commitment to diversity and participating in events that support and educate women and increase awareness about people with disabilities.
Janet earned a Bachelor of Science degree in business administration from Bucknell University in Pennsylvania.
Job Titles:
- Vice President, Portfolio Analyst / Portfolio Advisory Group - U.S.
Job Titles:
- Vice President, Responsible Investing
Job Titles:
- Member of the RBC Wealth Management Team
- Executive Vice President and Head of RBC Private Bank
- Executive Vice President and Head, Private Banking / Canada
- Leadership
Kim Mason is executive vice president and head of RBC Private Banking Canada, which provides high-net-worth individuals, families and family offices with comprehensive strategies and solutions for their wealth management needs. In her role, she is responsible for shaping the business strategy, driving growth and leading a highly enabled team to deliver trusted advice, tailored solutions and personalized service.
Since joining RBC, Kim has held progressive roles, including senior vice president, Business Distribution, Strategy and Performance and regional president for Atlantic Canada and Greater Toronto.
Kim earned her Master of Business Administration at Rotman School of Management, University of Toronto, and received her Bachelor of Arts (Honours) from the University of Western Ontario. In June 2014, she obtained her ICD.D designation from the Institute of Corporate Directors (ICD).
During her career at RBC, Kim has been recognized as a Top 50 CEO by Atlantic Business Magazine for 2012, 2013 and 2014. She was named one of Canada's Top 25 Women of Influence for 2013 by Women of Influence magazine and one of WXN Canada's Top 100 Most Powerful Women for 2014 and 2023.
A believer in community, Kim has held director and chair roles on health care boards for two decades, and is on the board of the University Health Network (UHN) Foundation. She's also a director on the board of Canada's Walk of Fame (CWoF), and a member of the Young Presidents' Organization (YPO). In 2021, she was appointed to Ontario's Task Force on Women and the Economy, where she worked alongside members from the public and private sector to move forward women's economic empowerment in a post-COVID-19 economy. Most recently, in September 2022, she was honoured by receiving the Queen's Platinum Jubilee Award.
Kim and her husband have four children and reside in Oakville.
Job Titles:
- Director
- Member of the RBC Wealth Management Team
- Leadership
- President and CEO, RBC Royal Trust
- RBC Royal Trust in 1999 As a Trust Officer
Leanne serves as a director on the Royal Trust Board, and as a member of the RBC Wealth Management Canada Operating Committee. She is a lawyer by profession and brings more than 20 years of experience, knowledge, and client-centric focus to the business.
Leanne joined RBC Royal Trust in 1999 as a Trust Officer, prior to which she was a lawyer practicing commercial litigation. Since her initial role, she has continued to provide in-depth solutions for clients and their families, and held various leadership roles within the company before being appointed as President in 2015.
Leanne is the host of RBC Wealth Management Canada's Matters Beyond Wealth, a podcast that offers estate planning, healthy aging and wealth insights to help Canadians plan for today and their future. She is also a member of the STEP Worldwide Council, of the National Institute on Ageing Advisory Board, and of Queen's University's Gift Planning Advisory Committee, along with other community involvement.
Job Titles:
- CEO
- Member of the RBC Wealth Management Team
Job Titles:
- Member of the RBC Wealth Management Team
- Leadership
- Senior Vice President and Managing Director, RBC Dominion Securities
Mike Scott is managing director of RBC Dominion Securities. This service network of 3,500 professional investment advisors and support staff provide customized advisory and discretionary wealth management solutions to affluent and high-net-worth clients. In his role, Mike develops and implements the strategic focus and competitive advantage for RBC Dominion Securities.
Mike oversees Wealth Management Canada Services & Solutions, which supports RBC Dominion Securities, RBC PH&N Investment Counsel, RBC Private Banking and RBC Wealth Management Financial Services Inc. (the insurance agency within RBC Dominion Securities). He also oversees the futures business, advisor training, and advisor marketing and technology infrastructure. He's also responsible for the RBC Dominion Securities Global offices in the Caribbean.
Mike joined RBC in 1988 as part of the generalist program and became an investment advisor in 1993. From 1995 to 1999, he held progressive regional positions for RBC Dominion Securities, from assistant branch manager to his appointment as manager of the Calgary branch.
In 2002, Mike became managing director of RBC Dominion Securities. In 2010, he assumed additional responsibility for Wealth Management Canada Services & Solutions and the Integrated Wealth Management Canada Investment Advisory business.
Mike and his wife have three children and reside in Toronto.
Job Titles:
- Divisional Director / Private Client Group
Job Titles:
- Member of the RBC Wealth Management Team
- Head of Culture and Field Experience
Job Titles:
- Head
- Head, Sustainable Investing
- Head, Sustainable Investing / Dean Moore / Head and Managing Director, Wealth Planning
- in 2018 As an Analyst
He oversees the integration of sustainability issues into decision making across discretionary and advisory investment offerings. Additionally, Stephen produces thought leadership pieces on environmental, social and governance (ESG) topics and is responsible for the research and selection of asset managers in the ESG space.
Stephen joined RBC Wealth Management in 2018 as an analyst focusing on our discretionary offering and moved to the Global Manager Research team in early 2021.
Prior to joining RBC Wealth Management, Stephen graduated with a degree in Economics from the London School of Economics. He's a Chartered Financial Analyst® (CFA) Charterholder
Stephen Metcalf is head, Sustainable Investing for RBC Wealth Management in the British Isles and Asia.
Job Titles:
- Chief Administrative Officer
- Member of the RBC Wealth Management Team
Job Titles:
- Vice President, Senior Manager, Client Risk Prevention
Job Titles:
- Senior Portfolio Strategist
Job Titles:
- Member of the RBC Wealth Management Team
- President
Job Titles:
- Member of the RBC Wealth Management Team
- Head of the RBC Family Office Services Team With Wealth Management Canada
- Vice President and Director - Head, RBC Family Office Services
Tony Maiorino is head of the RBC Family Office Services team with Wealth Management Canada. This team of over 200 professionals provides legal, tax and financial planning expertise to advisors in RBC Dominion Securities and RBC PH&N Investment Counsel in RBC's Wealth Management Canada segment. The Family Office Services team also provides expertise to private bankers, financial planners and investment and retirement planners in the RBC Canadian Banking segment.
Job Titles:
- Member of the RBC Wealth Management Team
- Leadership
- President of RBC PH
- President, RBC Phillips, Hager & North Investment Counsel Inc.
- Trustee of the Charles Taylor Foundation
Vijay Parmar is president of RBC PH&N Investment Counsel within RBC's Wealth Management division. RBC PH&N Investment Counsel is one of Canada's premier investment counselling firms, providing investment management and integrated wealth management solutions exclusively to high-net-worth families, business owners and not-for-profit organizations.
Vijay has gained more than 25 years of private client investment management, wealth planning and business management experience during his tenure with RBC PH&N Investment Counsel and RBC Dominion Securities. Prior to joining RBC, he worked in the financial services industry and was a small business owner. He also serves as co-president of RBC's Private Counsel (USA) business.
Vijay serves as a trustee of the Charles Taylor Foundation and is a past board member of the Crescent School Foundation, RBC Global Asset Management and the Investment Industry Regulatory Organization of Canada - Pacific District. He also previously held leadership roles for RBC Wealth Management's fundraising efforts for the Employee Giving Campaign.
Vijay holds a Bachelor of Science in Biochemistry from the University of British Columbia. His professional designations include Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner (CFP) and Chartered Professional Accountant (CPA, CA).
Job Titles:
- Member of the RBC Wealth Management Team
- Head, U.S. Wealth Management Strategy
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
Job Titles:
- Member of the RBC Wealth Management Team
- Regional President
- Deputy Chairman and Head, Ultra - High - Net - Worth Clients
- Leadership
Wayne joined RBC in 1987 in Alberta. Prior to his first executive appointment in 1999 as vice president, Sales Strategy, he held various administrative, human resource management and sales leadership roles throughout the Prairies, Montreal and Toronto.
Wayne served as executive vice president, Retail Operations, and was a member of the Group Operating Committee charged with day-to-day management of RBC globally. Most recently, he was executive vice president and head of sales, responsible for leading RBC's personal and business sales force of 30,000 people across Canada.