RBC DOMINION SECURITIES - Key Persons
Job Titles:
- Investment Advisor & Financial Planner
Alka has over 20 years of experience that gives her a distinct advantage in developing solid client relationships and providing world class financial solutions for the complex needs of her high net worth clients.
Alka's beliefs as a wealth advisor surround assisting her clients and their families to feel confident in their finances through proactive financial planning and financial education. From this core foundation, Alka and her team will work alongside you to plan for a successful financial future.
Alka specializes in business and family financial planning and wealth management, and works with clients to explore family continuity, financial security and legacy goals. Using a structured process, Alka will tailor a comprehensive strategic roadmap to align with your personal and business objectives.
Alka grew up in Mumbai, India, and has a Bachelor of Commerce, a Master's degree in Banking and Finance, and has earned the designations of Certified Financial Planner (CFP, India) and Personal Financial Planner (PFP, Canada).
Job Titles:
- Senior Wealth Advisor & Financial Planner
Job Titles:
- Investment Advisor - Financial Planner
Ehsan has more than 18 years of industry experience and holds both a CFP & PFP designation. He provides trusted advice and wealth management solutions to individuals, families and corporations.
As your Investment Advisor - Financial Planner, Ehsan will gain an understanding of your unique needs and goals in order to deliver wealth management planning tailored specifically for you. He will then work with you, your team of professionals as well as partner with our top experts from across RBC to implement customized solutions, including succession planning and advice on complex structures for you and your family.
Ehsan is committed to earning his clients's trust by building generational relationships and putting his client's interests first in everything he does.
Job Titles:
- Branch Operations Manager
Job Titles:
- Portfolio Manager & Investment Advisor, Financial Planner
Job Titles:
- Investment Advisor & Financial Planner
Job Titles:
- Senior Portfolio Manager & Wealth Advisor
Job Titles:
- Wealth Advisor & Financial Planner