RBC Wealth Management Financial Services Inc.
RBC Wealth Management Financial Services Inc.

RBC Wealth Management Financial Services Inc. Management Team

Contact top employees from 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

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Organization Website

Employees Turnover 3 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Ex-employees switched to
Number of employees by department
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Total number all of employee turnover
Length of Employment
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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
Contact top employees from RBC Wealth Management Financial Servi...
Matt Rose
Senior Vice President
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Todd Haynes
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
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Phil Mehrer
Senior Vice President – Financial Advisor, Consulting Group
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Terri Kost
Senior Vice President - Financial Advisor, Portfolio Director Group
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Tim Cowdrey
Managing Director - Branch Director
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Michael Occhiuto
Senior Vice President - Financial Advisor
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James Turner
Senior Vice President
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Graham OKelly
Financial Advisor
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Tom Delich
Senior Vice President - Financial Advisor, AWM at RBC Wealth Management
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Russell Mansfield
Senior Vice President-Branch Director
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Greg Torretta
Branch Director - Complex Marketing Director
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Robin Long
Senior Managing Director - Complex Director
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David Thompson
Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus
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Susan Hulcher
Senior Financial Associate
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Dan Chillemi
Managing Director - Financial Advisor | Senior Consulting Group | Institutional Consulting Group
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Eric Benson
Senior Vice President, Financial Advisor
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Martin Klein III
Managing Director - Financial Advisor--Senior Portfolio Director Group
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Scott Leinen
Senior Vice President - Financial Advisor
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Scott Deffinbaugh
Vice President - Financial Advisor, Branch Director
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Chris Hines
Team Lead II
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Zach Glaser
First Vice President, Financial Advisor
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Ian McArthur
Senior Vice President
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Janet McConkey
Sr. Branch Service Manager
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Brenda Lea Ingli
Oversight & Risk Management
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Chris Tietz
Associate Vice President
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Lawrence Andrews Jr
Senior Vice President - Senior Portfolio Manager - Portfolio Focus
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David Bachofner
Associate Vice President - Senior Financial Associate
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Andy Foldenauer
Financial Advisor
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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.
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