

RBC Wealth Management Financial Services Inc. Management Team
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RBC Wealth Management Financial Servi...
Summary
Getting To Know Us
Simply put, you deserve to Get The Most Out Of Life® - this is why we exist. As a team of passionately dedicated professionals, we want to do all we can to help you l...Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Wealth Management, Life Insurance, Living Benefits Insurance, Retirement Solutions, Estate Planning, Financial Planning, Retirement Planning, High Net Worth, Corporate Solutions, Financial Services, Annuities, Segregated Funds, Business Solutions
Contact RBC Wealth Management Financial Services Inc.
Organization Website
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Length of Employment
Employee tenure at RBC Wealth Management Financial Services Inc. shows a diverse range of experience levels:
4% have been with the company for less than 1 year4% for 1–2 years5% for 3–4 years12% for 5–7 years16% for 8–10 years60% have over 11 years of service at RBC Wealth Management Financial Services Inc.Ex-employees positions
In Company
In New Company
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RBC Wealth Management Financial Servi...
Todd Haynes
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Phil Mehrer
Senior Vice President – Financial Advisor, Consulting Group
Terri Kost
Senior Vice President - Financial Advisor, Portfolio Director Group
Tim Cowdrey
Managing Director - Branch Director
Michael Occhiuto
Senior Vice President - Financial Advisor
Jordan Frye CFP® AWMA®
Financial Advisor
James Turner
Senior Vice President
Graham OKelly
Financial Advisor
Tom Delich
Senior Vice President - Financial Advisor, AWM at RBC Wealth Management
Russell Mansfield
Senior Vice President-Branch Director
Greg Torretta
Branch Director - Complex Marketing Director
Robin Long
Senior Managing Director - Complex Director
David Thompson
Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
Susan Hulcher
Senior Financial Associate
Dan Chillemi
Managing Director - Financial Advisor | Senior Consulting Group | Institutional Consulting Group
Eric Benson
Senior Vice President, Financial Advisor
Martin Klein III
Managing Director - Financial Advisor--Senior Portfolio Director Group
Scott Leinen
Senior Vice President - Financial Advisor
Scott Deffinbaugh
Vice President - Financial Advisor, Branch Director
Chris Hines
Team Lead II
Zach Glaser
First Vice President, Financial Advisor
Ian McArthur
Senior Vice President
Janet McConkey
Sr. Branch Service Manager
Brenda Lea Ingli
Oversight & Risk Management
Chris Tietz
Associate Vice President
Lawrence Andrews Jr
Senior Vice President - Senior Portfolio Manager - Portfolio Focus
David Bachofner
Associate Vice President - Senior Financial Associate
Andy Foldenauer
Financial Advisor
Adam Littlejohn CFP
Estate Planning Specialist, CFP, CLU, TEP
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FAQ
RBC Wealth Management Financial Services Inc. operates in the Financial Services industries. More details can be found on the official website: rbcwealthmanagementfinancialservices.com.
The headquarters of RBC Wealth Management Financial Services Inc. are located in Toronto, Canada.
RBC Wealth Management Financial Services Inc. currently employs 100-200 people.