MOTION WEALTH MANAGEMENT - History of Changes


DateDescription
2024-03-10 delete personal_emails ma..@rbc.com
2024-03-10 delete person Maya Jankowski
2023-01-04 insert personal_emails mi..@rbc.com
2023-01-04 insert person Michael Saperstein
2022-11-01 delete person Stu He
2022-02-13 insert personal_emails na..@rbc.com
2022-02-13 delete person Anna-Marie Lyons
2022-02-13 delete person Dana Hleb
2022-02-13 insert person Nadia Kelsch
2022-02-13 update person_title Angus Woodworth: Vice - President, Associate Branch Director & Investment Advisor => Associate Branch Director and Senior Investment Advisor
2021-09-13 insert person Stu He
2021-09-13 update person_description Arne Perrin => Arne Perrin
2021-07-05 delete vp Angus Woodworth
2021-07-05 delete vp Louis Ouellette
2021-07-05 insert otherexecutives Julie Sanders
2021-07-05 insert otherexecutives Louis Ouellette
2021-07-05 insert personal_emails al..@rbc.com
2021-07-05 delete person Carrie Bedesky
2021-07-05 delete person Gail Robertson
2021-07-05 insert person Alana Vani
2021-07-05 update person_title Alex McMordie: CIM; Investment Advisor & Financial Planner => CIM; Investment & Wealth Advisor, Financial Planner
2021-07-05 update person_title Angus Woodworth: Assistant Branch Manager; Vice - President; Investment Advisor => Vice - President, Associate Branch Director & Investment Advisor
2021-07-05 update person_title Dana Hleb: Branch Administrator => Branch Operations Manager
2021-07-05 update person_title Julie Sanders: Assistant Branch Manager => Associate; Branch Director
2021-07-05 update person_title Louis Ouellette: Vice - President; Branch Manager => Branch Director
2021-04-22 delete personal_emails ch..@rbc.com
2021-04-22 delete person Aileen LaBorie
2021-04-22 delete person Christopher D'Arcy
2021-04-22 insert person Aileen Battye
2021-04-22 insert person Olivia Wang
2021-01-31 delete personal_emails ja..@rbc.com
2021-01-31 delete vp Jason Demmitt
2021-01-31 insert personal_emails ju..@rbc.com
2021-01-31 delete person Jason Demmitt
2021-01-31 insert person Dana Hleb
2021-01-31 insert person Julie Sanders
2020-10-10 delete personal_emails sh..@rbc.com
2020-10-10 delete person Shermaine Chua
2020-10-10 insert person Cecilia Cheung
2020-10-10 update person_description Melissa Kanazawa => Melissa Kanazawa
2020-10-10 update person_description Sean Murray => Sean Murray
2020-06-05 delete personal_emails mi..@rbc.com
2020-06-05 delete person Mikayla Michaud
2020-06-05 update person_title Mimi Tam: Associate => Wealth Associate
2020-04-02 insert vp Jason Demmitt
2020-04-02 update person_title Jason Demmitt: Assistant Branch Manager => Assistant Branch Manager; Vice - President
2020-02-29 insert personal_emails sh..@rbc.com
2020-02-29 insert person Shermaine Chua
2019-09-30 update person_title Connie Baechler: Associate Wealth Advisor => Associate Wealth & Investment Advisor
2019-08-30 update person_description Monte Hyssop => Monte Hyssop
2019-08-30 update person_title Shirley Gatto: Associate => Senior Associate
2018-10-16 delete personal_emails al..@rbc.com
2018-10-16 insert personal_emails mi..@rbc.com
2018-10-16 delete person Alex Norman
2018-10-16 delete person Bill Biles
2018-10-16 insert person Daniela Hleb
2018-10-16 insert person Mikayla Michaud
2018-10-16 update person_description Anna-Marie Lyons => Anna-Marie Lyons
2018-10-16 update person_description Arne Perrin => Arne Perrin
2018-10-16 update person_description Connie Baechler => Connie Baechler
2018-10-16 update person_description Margaret Yee => Margaret Yee
2018-10-16 update person_description Melissa Nagelbach => Melissa Nagelbach
2018-10-16 update person_description Mimi Tam => Mimi Tam
2018-10-16 update person_description Trang Pham => Trang Pham
2018-10-16 update person_title Andy Tu: Associate => Associate; Advisor
2018-10-16 update person_title Connie Baechler: Associate Wealth Advisor; B.Comm, CIM Associate Wealth Advisor => Associate Wealth Advisor
2018-10-16 update person_title Mimi Tam: Associate; CSC Associate => Associate
2018-03-09 insert person Andy Tu
2018-01-25 delete personal_emails ba..@rbc.com
2018-01-25 delete personal_emails ba..@rbc.com
2018-01-25 delete personal_emails gi..@rbc.com
2018-01-25 delete person Barb Goforth
2018-01-25 delete person Barbara Goforth
2018-01-25 delete person Gigi Wong
2017-12-06 insert person Carrie Bedesky
2017-09-19 delete person Fyfe Nilsson
2017-09-19 insert person Lindsey Manchester
2017-09-19 insert person Melissa Kanazawa
2017-08-03 update person_title Kevin Hung: Associate => Associate; Advisor
2017-07-05 delete person Lauren Eldrige
2017-07-05 insert person Dasha Ouchmarova
2017-07-05 update person_description Gary Boivin => Gary Boivin
2015-12-03 insert vp STEVE HARROP
2015-12-03 insert person STEVE HARROP
2015-12-03 update person_title Jason Demmitt: Assistant Branch Manager; Member of the Branch Management Team => Assistant Branch Manager; Member of the Branch Management Team; BBA, FMA, CIM
2015-08-14 insert person Melissa Nagelbach
2014-10-20 insert vp Eric Floe
2014-10-20 update person_title Eric Floe: Member of the Branch Management Team; Assistant Manager; Assistant Branch Manager; Assistant Manager / RBC; Member of the Vicic Wealth Management Team => Member of the Branch Management Team; Vice President & Assistant Branch Manager / RBC; Vice President; Assistant Branch Manager; Member of the Vicic Wealth Management Team
2014-09-10 insert person JASON DEMMITT
2014-09-10 insert person Rod Armstrong
2014-09-10 update person_description Margaret Yee => Margaret Yee
2014-09-10 update person_title Barb Bertram: Associate; Advisor => Assoc Wealth Advisor
2014-09-10 update person_title Ghita Ohm: Investment Advisor / RBC; Investment Advisor; Advisor => Vice President, Investment and Wealth Advisor / RBC; Advisor; Vice President, Investment & Wealth Advisor
2014-09-10 update person_title Margaret Yee: Vice President and Portfolio Manager / RBC; Advisor => Chartered Financial Analyst; Vice President and Portfolio Manager / RBC; Advisor
2014-06-27 delete person Lori Norman
2014-06-27 insert person Phil Knight
2014-06-27 update person_title Patrick O. Moodie: Investment Advisor / RBC => CIM; CIM / Investment Advisor
2014-05-24 insert personal_emails ni..@rbc.com
2014-05-24 delete person Hyssop Knight
2014-05-24 insert person Nichola Dickson
2014-05-24 update person_title Jenn Andrews: Associate => Associate; Advisor