MILAU PRIVATE WEALTH MANAGEMENT GROUP - History of Changes


DateDescription
2024-04-04 delete personal_emails de..@rbc.com
2024-04-04 delete personal_emails ib..@rbc.com
2024-04-04 delete email de..@rbc.com
2024-04-04 delete email ib..@rbc.com
2024-04-04 delete person Ibrahim Alawamleh
2024-04-04 delete source_ip 172.67.162.40
2024-04-04 delete source_ip 104.21.15.101
2024-04-04 insert source_ip 172.67.150.176
2024-04-04 insert source_ip 104.21.11.238
2024-04-04 update person_description Justin McKenzie => Justin McKenzie
2024-04-04 update person_description Marci Hammer => Marci Hammer
2023-09-25 insert personal_emails ib..@rbc.com
2023-09-25 insert email ib..@rbc.com
2023-09-25 insert person Ibrahim Alawamleh
2023-04-12 delete otherexecutives Scott Gerry
2023-04-12 insert otherexecutives Bob Wilson
2023-04-12 delete email sc..@rbc.com
2023-04-12 delete person Scott Gerry
2023-04-12 insert email bo..@rbc.com
2023-04-12 insert person Bob Wilson
2022-07-03 delete person Debbie Stephens
2022-05-31 insert personal_emails ma..@rbc.com
2022-05-31 delete address 371 Queen Street, Suite 100 Fredericton NB, E3B 4Y9
2022-05-31 insert address 371 Queen Street, Suite 100 Fredericton NB, E3B 1B1
2022-05-31 insert email ma..@rbc.com
2022-05-31 insert person Marci Hammer
2022-03-29 insert person Aman Khabra
2022-03-29 insert person Cheryl Johnson-Engmann
2022-03-29 insert person Eugene Dautzenberg
2022-03-29 insert person Jessica Babineau
2022-02-11 delete source_ip 64.99.64.37
2022-02-11 insert about_pages_linkeddomain apple.com
2022-02-11 insert about_pages_linkeddomain google.com
2022-02-11 insert contact_pages_linkeddomain apple.com
2022-02-11 insert contact_pages_linkeddomain google.com
2022-02-11 insert index_pages_linkeddomain apple.com
2022-02-11 insert index_pages_linkeddomain google.com
2022-02-11 insert management_pages_linkeddomain apple.com
2022-02-11 insert management_pages_linkeddomain google.com
2022-02-11 insert source_ip 172.67.162.40
2022-02-11 insert source_ip 104.21.15.101
2022-02-11 update person_description Debbie Stephens => Debbie Stephens
2022-02-11 update person_description Lori Lougheed => Lori Lougheed
2022-02-11 update person_title Nick Milau: Vice - President & Director, Portfolio Manager & Financial Planner => Senior Portfolio Manager & Wealth Advisor
2021-09-05 insert personal_emails ju..@rbc.com
2021-09-05 insert email ju..@rbc.com
2021-09-05 insert person Aman Khabra
2021-09-05 insert person Justin McKenzie
2021-09-05 insert person Phylicia Rye
2021-09-05 insert phone 604-541-6697
2021-09-05 update person_description Arne Perrin => Arne Perrin
2021-06-29 delete personal_emails je..@rbc.com
2021-06-29 delete personal_emails li..@rbc.com
2021-06-29 delete vp Ray Mohan
2021-06-29 insert otherexecutives Ray Mohan
2021-06-29 insert otherexecutives Scott Gerry
2021-06-29 insert personal_emails ki..@rbc.com
2021-06-29 insert personal_emails me..@rbc.com
2021-06-29 insert vp Dan Osachoff
2021-06-29 delete email je..@rbc.com
2021-06-29 delete email li..@rbc.com
2021-06-29 delete industry_tag investment and Wealth Management
2021-06-29 delete person Aileen LaBorie
2021-06-29 delete person Dana George
2021-06-29 delete person Jennifer Wang
2021-06-29 delete person Linda Holmes
2021-06-29 delete phone (604) 535-3854
2021-06-29 insert about_pages_linkeddomain investmentexecutive.com
2021-06-29 insert alias Royal Bank of Canada
2021-06-29 insert email ki..@rbc.com
2021-06-29 insert email me..@rbc.com
2021-06-29 insert email tr..@rbc.com
2021-06-29 insert person Aileen Battye
2021-06-29 insert person Grace Lai
2021-06-29 insert person Kimberly Saunders
2021-06-29 insert person Megumi Amis
2021-06-29 insert person Tracy Stephens
2021-06-29 insert phone (604) 535-3813
2021-06-29 insert phone 604-535-3869
2021-06-29 update person_title Dan Osachoff: Second - Generation Portfolio Manager With; Portfolio Manager => CIM; Vice - President; Second - Generation Portfolio Manager With RBC Dominion Securities; Portfolio Manager
2021-06-29 update person_title Lori Lougheed: Associate; Administrative Assistant => Associate
2021-06-29 update person_title Ray Mohan: Vice - President; Branch Manager => Branch Director
2021-06-29 update person_title Scott Gerry: Assistant Branch Manager => Associate; Branch Director
2021-02-05 delete person Brad Coutts
2021-02-05 delete person Doug Waymark
2021-02-05 update person_description Arne J. Perrin => Arne Perrin
2021-02-05 update person_description Dana George => Dana George
2020-10-13 delete email am..@rbc.com
2020-10-13 delete person Amy Kushnier
2020-10-13 delete phone 604-535-3815
2020-10-13 update person_description Lori Lougheed => Lori Lougheed
2020-10-13 update person_title Lori Lougheed: Administrative Assistant => Associate; Administrative Assistant
2020-08-01 insert personal_emails da..@rbc.com
2020-08-01 delete person Aileen LaBorie
2020-08-01 insert email da..@rbc.com
2020-08-01 insert person Daniel Gonzalez
2020-08-01 insert phone 604-535-3868
2020-06-13 insert personal_emails li..@rbc.com
2020-06-13 insert email li..@rbc.com
2020-06-13 insert person Linda Holmes
2020-06-13 insert phone (604) 535-3854
2020-05-14 delete personal_emails ed..@rbc.com
2020-05-14 delete email ed..@rbc.com
2020-05-14 delete person Edward Fairhurst
2020-05-14 delete phone (604) 535-3835
2019-09-07 delete person Aileen La Borie
2019-09-07 delete person Tara Pedersen
2019-09-07 delete person Tony Markin
2019-09-07 insert person Aileen LaBorie
2019-09-07 insert person Eugene Dautzenberg
2019-09-07 update person_title Brad Coutts: Chartered Accountant; CA Financial Planning Specialist Wealth Management Services; Financial Planner => CA Financial Planning Specialist Wealth Management Services
2019-08-01 update person_title Debbie Stephens: Associate => Senior Associate
2019-04-25 delete vp Nick Milau
2019-04-25 insert personal_emails sh..@rbc.com
2019-04-25 insert email sh..@rbc.com
2019-04-25 insert person Shirley Franz
2019-04-25 insert phone 604-532-2848
2019-04-25 update person_title Nick Milau: Vice - President; Portfolio Manager => Vice - President & Director, Portfolio Manager & Financial Planner
2019-03-26 delete person Aileen LaBorie
2019-03-26 insert person Aileen La Borie
2019-03-26 update person_title Tony Markin: Chartered Accountant; Business Owner Specialist; Tax Planning Specialist, High Net Worth Planning Services; Member of the Society of Trust & Estate Practitioners => Chartered Accountant; Business Owner Specialist; Member of the Society of Trust & Estate Practitioners
2018-11-24 delete personal_emails je..@rbc.com
2018-11-24 insert personal_emails je..@rbc.com
2018-11-24 delete address 2626 Croydon Drive, Unit 400 Surrey BC, V3S 0S8
2018-11-24 delete email je..@rbc.com
2018-11-24 delete email ju..@rbc.com
2018-11-24 delete person Jennifer Trumble
2018-11-24 delete person Julie Recksiedler
2018-11-24 delete phone 604-541-6685
2018-11-24 insert address 2626 Croydon Drive, Unit 400 Surrey BC, V3Z 0S8
2018-11-24 insert email ca..@rbc.com
2018-11-24 insert email je..@rbc.com
2018-11-24 insert person Cari Dearden
2018-11-24 insert person Jennifer Wang
2018-11-24 insert phone 604-535-3801
2018-11-24 update person_description Amy Kushnier => Amy Kushnier
2018-11-24 update person_description Eugene Dautzenberg => Eugene Dautzenberg
2018-11-24 update person_description Harp Dhillon => Harp Dhillon
2018-11-24 update person_title Dana George: Member of the Extended Team; Will and Estate Consultant; Member of Both the Alberta; Wills & Estate Consultant; Partner => Member of the Extended Team; Will and Estate Consultant; Member of Both the Alberta; Will & Estate Consultant, RBC Wealth Management
2018-11-24 update person_title Heather Clarke: Investment Advisor => Vice - President, Investment & Wealth Advisor
2018-11-24 update person_title Sean Sullivan: Associate; Advisor => Associate; Advisor; CIM / Associate Advisor
2018-11-24 update primary_contact 2626 Croydon Drive, Unit 400 Surrey BC, V3S 0S8 => 2626 Croydon Drive, Unit 400 Surrey BC, V3Z 0S8
2018-03-09 update person_description David Fotheringham => David Fotheringham
2018-03-09 update person_description Dayle Jeras => Dayle Jeras
2018-03-09 update person_description Harp Dhillon => Harp Dhillon
2018-03-09 update person_description Ranu Dhaliwal => Ranu Dhaliwal
2018-03-09 update person_title David Fotheringham: null => Associate; Advisor
2018-01-24 delete personal_emails je..@rbc.com
2018-01-24 delete email je..@rbc.com
2018-01-24 delete person Jennifer Bishop
2018-01-24 delete phone 604-535-3837
2017-12-06 delete phone 604-870-7110
2017-12-06 delete phone 604-870-7124
2017-12-06 insert phone 604-535-3899
2017-12-06 insert phone 604-881-8533
2017-09-19 delete personal_emails al..@rbc.com
2017-09-19 delete vp Alex Philips
2017-09-19 insert vp Ray Mohan
2017-09-19 delete email al..@rbc.com
2017-09-19 delete person Alex Philips
2017-09-19 delete person Sean Sulivan
2017-09-19 delete phone 604-535-3899
2017-09-19 insert email ra..@rbc.com
2017-09-19 insert email sc..@rbc.com
2017-09-19 insert person Ray Mohan
2017-09-19 insert person Scott Gerry
2017-09-19 insert phone 604-870-7110
2017-09-19 insert phone 604-870-7124
2017-09-19 update person_description Dayle Jeras => Dayle Jeras
2017-08-03 delete personal_emails as..@rbc.com
2017-08-03 delete email as..@rbc.com
2017-08-03 delete person Ashley Reeve
2017-08-03 delete phone 604-535-3834
2017-08-03 update person_description Amanda Heinrick => Amanda Heinrick
2017-08-03 update person_description Brent Horsburgh => Brent Horsburgh
2017-08-03 update person_title Brent Horsburgh: Vice President; Portfolio Manager => Chartered Accountant; Vice President; CA, CPA, FCSI; Portfolio Manager
2017-08-03 update person_title Edward Fairhurst: CIM; Investment Advisor => CIM; Portfolio Manager & Financial Planner
2017-08-03 update person_title Nick Milau: Vice President; Investment Advisor => Vice - President; Portfolio Manager
2017-07-04 delete personal_emails ma..@gmail.com
2017-07-04 insert personal_emails ma..@rbc.com
2017-07-04 delete email ma..@gmail.com
2017-07-04 insert email am..@rbc.com
2017-07-04 insert email ma..@rbc.com
2017-07-04 insert person Amanda Heinrick
2017-07-04 insert phone 604-541-7182
2017-07-04 update person_description Jordan Belton => Jordan Belton
2017-07-04 update person_description Julie Recksiedler => Julie Recksiedler
2017-07-04 update person_description Maria Roque => Maria Roque
2017-07-04 update person_description Marta Raaphorst => Marta Raaphorst
2017-07-04 update person_title Karim Jandali: Associate Portfolio Manager; Vice - President; Investment Advisor => Vice - President; Investment Advisor; Portfolio Manager
2017-05-11 delete personal_emails li..@rbc.com
2017-05-11 insert personal_emails lo..@rbc.com
2017-05-11 delete email li..@rbc.com
2017-05-11 delete person Lindsay O'Hearn
2017-05-11 insert email lo..@rbc.com
2017-05-11 insert person Lori Lougheed
2017-05-11 update person_description Brad Coutts => Brad Coutts
2017-05-11 update person_title Brad Coutts: Chartered Accountant; Financial Planning Consultant => Chartered Accountant; CA Financial Planning Specialist Wealth Management Services; Financial Planner; Financial Planning Specialist
2017-03-07 delete source_ip 69.46.111.77
2017-03-07 insert source_ip 64.99.64.37
2017-01-19 insert about_pages_linkeddomain iiroc.ca
2017-01-19 insert contact_pages_linkeddomain iiroc.ca
2017-01-19 insert index_pages_linkeddomain iiroc.ca
2017-01-19 insert management_pages_linkeddomain iiroc.ca
2017-01-19 insert product_pages_linkeddomain iiroc.ca
2017-01-19 update person_title Jay Fettinger: Investment Advisor => Vice President, Investment Advisor & Financial Planner
2016-10-14 delete personal_emails jo..@rbc.com
2016-10-14 insert personal_emails ky..@rbc.com
2016-10-14 insert personal_emails li..@rbc.com
2016-10-14 delete email jo..@rbc.com
2016-10-14 delete person John Sroka
2016-10-14 delete phone (604) 535-3816
2016-10-14 insert contact_pages_linkeddomain lindalholmes.com
2016-10-14 insert email ja..@rbc.com
2016-10-14 insert email ky..@rbc.com
2016-10-14 insert email li..@rbc.com
2016-10-14 insert email ri..@rbc.com
2016-10-14 insert person Jay Fettinger
2016-10-14 insert person Kyle Tsai
2016-10-14 insert person Linda Holmes
2016-10-14 insert person Lindsay O'Hearn
2016-10-14 insert person Richard Micyk
2016-10-14 insert phone (604) 535-3833
2016-10-14 insert phone (604) 535-3854
2016-10-14 insert phone (604) 535-3890
2016-10-14 insert phone (604) 541-6684
2016-10-14 update person_description Janet Fitzsimmons => Janet Fitzsimmons
2016-08-10 insert personal_emails li..@rbc.com
2016-08-10 insert email li..@rbc.com
2016-01-13 update person_title Jerry Basran: Investment & Wealth Advisor; Member of the Investment Advisors & Portfolio Managers Team => Member of the Investment Advisors & Portfolio Managers Team; Vice President, Wealth Advisor
2015-09-06 delete personal_emails lo..@rbc.com
2015-09-06 delete email lo..@rbc.com
2015-09-06 delete person Lorraine Rumberg
2015-09-06 delete phone (604) 535-3890
2015-06-13 delete personal_emails cl..@rbc.com
2015-06-13 delete email cl..@rbc.com
2015-06-13 delete person Claudine King
2015-06-13 delete phone (604) 535-3833