Albert Tjong B.Comm Cfp Cim
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Albert Tjong B.Comm Cfp Cim Email & Phone Number

Senior Portfolio Manager, Wealth Advisor and Financial Planner at RBC Dominion Securities
Location: Thunder Bay, Ontario, Canada 5 work roles 2 schools
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Current company
RBC Dominion Securities
Role
Senior Portfolio Manager, Wealth Advisor and Financial Planner
Location
Thunder Bay, Ontario, Canada
Company size
5030 employees

Who is Albert Tjong B.Comm Cfp Cim? Overview

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Albert Tjong B.Comm Cfp Cim is listed as Senior Portfolio Manager, Wealth Advisor and Financial Planner at RBC Dominion Securities, a with 5030 employees, based in Thunder Bay, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Albert Tjong B.Comm Cfp Cim.

Albert Tjong B.Comm Cfp Cim previously worked as Wealth Advisor & Financial Planner at Rbc Dominion Securities and Senior Business Application Consultant at Rbc Dominion Securities. Albert Tjong B.Comm Cfp Cim holds Bachelor Of Commerce, Finance, Marketing, Economics from University Of Toronto.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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About Albert Tjong B.Comm Cfp Cim

Let my experience be your advantage. I have travelled across Canada as a consultant for RBC Dominion Securities, working with the top investment advisory teams. I’ve taken what I’ve learned from the best in the business and applied it to my own wealth management practice right here in Thunder Bay—a practice that offers truly comprehensive service, including financial planning, estate planning and tax efficient portfolios that respond to the markets and your changing needs. Please contact me for a no-obligation review of your current wealth management situation.

Current workplace

Albert Tjong B.Comm Cfp Cim's current company

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RBC Dominion Securities
Rbc Dominion Securities
Senior Portfolio Manager, Wealth Advisor and Financial Planner
toronto, ontario, canada
Website
rbcds.com
Employees
5030
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5 roles

Albert Tjong B.Comm Cfp Cim work experience

A career timeline built from the work history available for this profile.

Senior Portfolio Manager, Wealth Advisor And Financial Planner

Current
Rbc Dominion Securities

Thunder Bay, Ontario, Canada

Jun 2024 - Present

Wealth Advisor & Financial Planner

Rbc Dominion Securities

Canada

Build Protect TransferI assist my clients in navigating towards their life's goals. This is achieved by creating custom financial plans and following investment policy statements tailored to their specific needs. I have also assembled a team of highly accredited lawyers, accountants and financial planning professionals, business owner specialists, insurance specialists, personal and commercial banking partners to provide the personalized advice required to meet my clients' unique needs.My clients include:Those who wish to Build Wealth such as entrepreneurs, professionals and executives who want to make the most of their savings as they approach retirement. Those who wish to Protect Wealth are clients who look for innovative strategies to maximize their after-tax retirement income, while protecting their financial security. Those who wish to Transfer Wealth are clients who seek professional guidance transferring wealth to the next generation in a tax-efficient manner.

Senior Business Application Consultant

Rbc Dominion Securities

Canada

I developed a new service offering for top Investment Advisory teams across the country during my tenure as a Senior Business Application Consultant. The Application Efficiency Review was a cross between Practice Management and business application training. The review involved a discovery process, sharing of best practices and ensured teams were using the best tools and applications effectively in their unique businesses. Key goals of this review were to ensure successful implementation of customized solutions, highly efficient teams, better client service and increased profitability.

Jan 2010 - Mar 2016

Associate

Rbc Dominion Securities

Toronto, Canada Area

My role as a licensed associated involved two main functions, marketing and business maintenance.I assisted in developing and growing the business through marketing campaigns including direct mail, seminars, networking functions and cold calling.I participated in the daily maintenance of the business by providing exceptional client service in an efficient and professional manner.

Sep 2007 - Jan 2010

Fund Accountant

State Street

Toronto, Canada Area

Worked on a team to calculate and reconcile daily NAV prices for mutual fund clients.

Sep 2006 - Sep 2007
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5030 employees →

DB Devon Bailey Devon Bailey Colleague at Rbc Dominion SecuritiesGreater Winnipeg Metropolitan Area, Canada View → HL Hélène Létourneau Hélène Létourneau Colleague at Rbc Dominion SecuritiesCanada View → D( Daniel (Xiang) Chen Daniel (Xiang) Chen Colleague at Rbc Dominion SecuritiesCalgary, Alberta, Canada View → IM Islam Mohamed Islam Mohamed Colleague at Rbc Dominion SecuritiesSaint John, New Brunswick, Canada View → ES Elizabeth Spaan Elizabeth Spaan Colleague at Rbc Dominion SecuritiesCanada View → LG Lapierre Guy Lapierre Guy Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada View → NH Nicholas Harvey Nicholas Harvey Colleague at Rbc Dominion SecuritiesFredericton, New Brunswick, Canada View → GF Ginette Fleurent Ginette Fleurent Colleague at Rbc Dominion SecuritiesLaval, Quebec, Canada View → MS Mathieu Senay Mathieu Senay Colleague at Rbc Dominion SecuritiesLaval, Quebec, Canada View → KM Kari Mathews Kari Mathews Colleague at Rbc Dominion SecuritiesCobourg, Ontario, Canada View →
2 education records

Albert Tjong B.Comm Cfp Cim education

Education record

St. Robert'S Catholic High School
FAQ

Frequently asked questions about Albert Tjong B.Comm Cfp Cim

Quick answers generated from the profile data available on this page.

What company does Albert Tjong B.Comm Cfp Cim work for?

Albert Tjong B.Comm Cfp Cim works for RBC Dominion Securities.

What is Albert Tjong B.Comm Cfp Cim's role at RBC Dominion Securities?

Albert Tjong B.Comm Cfp Cim is listed as Senior Portfolio Manager, Wealth Advisor and Financial Planner at RBC Dominion Securities.

Where is Albert Tjong B.Comm Cfp Cim based?

Albert Tjong B.Comm Cfp Cim is based in Thunder Bay, Ontario, Canada while working with RBC Dominion Securities.

What companies has Albert Tjong B.Comm Cfp Cim worked for?

Albert Tjong B.Comm Cfp Cim has worked for Rbc Dominion Securities and State Street.

Who are Albert Tjong B.Comm Cfp Cim's colleagues at RBC Dominion Securities?

Albert Tjong B.Comm Cfp Cim's colleagues at RBC Dominion Securities include Devon Bailey, Hélène Létourneau, Daniel (Xiang) Chen, Islam Mohamed, and Elizabeth Spaan.

How can I contact Albert Tjong B.Comm Cfp Cim?

You can use AeroLeads to view verified contact signals for Albert Tjong B.Comm Cfp Cim at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Albert Tjong B.Comm Cfp Cim attend?

Albert Tjong B.Comm Cfp Cim holds Bachelor Of Commerce, Finance, Marketing, Economics from University Of Toronto.

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