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Amy Weishar Email & Phone Number

Associate Estate Planning Specialist at RBC Wealth Management Financial Services Inc.
Location: Guelph, Ontario, Canada 5 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
RBC Wealth Management Financial Services Inc.
Role
Associate Estate Planning Specialist
Location
Guelph, Ontario, Canada
Company size
221 employees

Who is Amy Weishar? Overview

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Quick answer

Amy Weishar is listed as Associate Estate Planning Specialist at RBC Wealth Management Financial Services Inc., a with 221 employees, based in Guelph, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Amy Weishar.

Amy Weishar previously worked as Estate Planning Associate at Rbc Wealth Management Financial Services Inc. and Estate Planning Assistant at Rbc Wealth Management Financial Services Inc.. Amy Weishar holds Bachelor Of Business Administration (Bba), Honours, General Management from Brock University.

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Email format at RBC Wealth Management Financial Services Inc.

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RBC Wealth Management Financial Services Inc.

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About Amy Weishar

Dedicated, people-oriented professional with a reputation for being thorough and reliable.

Listed skills include Time Management, Insurance, Mutual Funds, Investments, and 18 others.

Current workplace

Amy Weishar's current company

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RBC Wealth Management Financial Services Inc.
Rbc Wealth Management Financial Services Inc.
Associate Estate Planning Specialist
toronto, ontario, canada
Website
rbcinvestments.com
Employees
221
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5 roles · 17 years

Amy Weishar work experience

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Executive Assistant ∙ Marketing Associate

Eagle Ridge Financial Services Ltd.

Burlington, On

Promotions: Administrative Assistant (2008-2009), Marketing Associate (2009-2010), Financial Advisor (2010-2013), Executive Assistant/Marketing Associate (2013-2017)>> Recognized for dedication, resourcefulness and initiative as shown by rapid promotion to positions of increased responsibility.>> Provided support to two Financial Advisors and a book of over 2000 clients as the sole office staff.>> Maintained exceptional client rapport and office productivity while multitasking efficiently at a high level of detail across functions (customer service, advisor requests, bookkeeping and office administration).>> Submitted time-sensitive investment and insurance trades, handling client and business partner cases under constrained and competing deadlines following strict protocol.>> Identified and developed future lead potential and opportunities to further client and broker relationships.>> Tracked and organized pending case requirements and advisor tasks, communicating proactively to anticipate complications and prevent delays.>> Prepared detailed, organized and appealing client reports for advisor presentations.>> Maintained client data and files with strict attention to detail for regulatory compliance.

Oct 2008 - May 2017

Financial Security Advisor & Investment Representative

Eagle Ridge Financial Services Ltd. | Freedom 55 Financial

Mississauga On

Awards & Recognition: 2011 Building Leadership Award, Freedom 55 Financial>> One of two sub-advisors for an established Financial Advisor helping to serve over 2000 clients as well as working independently to build a private book of clientele.>> Assisted clients in the implementation of personalized financial plans.>> Developed a streamlined process for analyzing client data, conducting research and developing strategies to suit individual needs.>> Regularly counseled clients through challenges and differing opinions to reach common ground and reconciliation. >> Recognized for passion in building rapport with clients and guiding peers.

2010 - 2013 ~3 yrs
Team & coworkers

Colleagues at RBC Wealth Management Financial Services Inc.

Other employees you can reach at rbcinvestments.com. View company contacts for 221 employees →

AW Ashli Welch Ashli Welch Colleague at Rbc Wealth Management Financial Services Inc.Kansas City Metropolitan Area, United States View → NG Natasha Gairy Natasha Gairy Colleague at Rbc Wealth Management Financial Services Inc.Toronto, Ontario, Canada View → RE Rob Edwards Cfp, Cim, Fcsi Rob Edwards Cfp, Cim, Fcsi Colleague at Rbc Wealth Management Financial Services Inc.Calgary, Alberta, Canada View → JM Janet Mcconkey, Mats Janet Mcconkey, Mats Colleague at Rbc Wealth Management Financial Services Inc.St Cloud, Minnesota, United States View → KD Kamla Doodnauth Kamla Doodnauth Colleague at Rbc Wealth Management Financial Services Inc.Mississauga, Ontario, Canada View → NS Nadège Saint-Félix Nadège Saint-Félix Colleague at Rbc Wealth Management Financial Services Inc.Langley, British Columbia, Canada View → DS Denny Smith Denny Smith Colleague at Rbc Wealth Management Financial Services Inc.Edmonton, Alberta, Canada View → AS Andrew Sipes, Clu, Cfp. People Not Product. Andrew Sipes, Clu, Cfp. People Not Product. Colleague at Rbc Wealth Management Financial Services Inc.Toronto, Ontario, Canada View → RB Rick Blatt Rick Blatt Colleague at Rbc Wealth Management Financial Services Inc.Oakville, Ontario, Canada View → DF Dan Fox Dan Fox Colleague at Rbc Wealth Management Financial Services Inc.Paradise Valley, Arizona, United States View →
2 education records

Amy Weishar education

Bachelor Of Business Administration (Bba), Honours, General Management

Brock University

Activities and Societies: Brock Equestrian Team, 2006-2008 Dean's Honours List 3rd & 4th Years Relevant Coursework: Human Resources.

Ontario Scholar

Georgetown District High School

Rick Allen Memorial Citizenship Award

FAQ

Frequently asked questions about Amy Weishar

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

What company does Amy Weishar work for?

Amy Weishar works for RBC Wealth Management Financial Services Inc..

What is Amy Weishar's role at RBC Wealth Management Financial Services Inc.?

Amy Weishar is listed as Associate Estate Planning Specialist at RBC Wealth Management Financial Services Inc..

Where is Amy Weishar based?

Amy Weishar is based in Guelph, Ontario, Canada while working with RBC Wealth Management Financial Services Inc..

What companies has Amy Weishar worked for?

Amy Weishar has worked for Rbc Wealth Management Financial Services Inc., Eagle Ridge Financial Services Ltd., and Eagle Ridge Financial Services Ltd. | Freedom 55 Financial.

Who are Amy Weishar's colleagues at RBC Wealth Management Financial Services Inc.?

Amy Weishar's colleagues at RBC Wealth Management Financial Services Inc. include Ashli Welch, Natasha Gairy, Rob Edwards Cfp, Cim, Fcsi, Janet Mcconkey, Mats, and Kamla Doodnauth.

How can I contact Amy Weishar?

You can use AeroLeads to view verified contact signals for Amy Weishar at RBC Wealth Management Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Amy Weishar attend?

Amy Weishar holds Bachelor Of Business Administration (Bba), Honours, General Management from Brock University.

What skills is Amy Weishar known for?

Amy Weishar is listed with skills including Time Management, Insurance, Mutual Funds, Investments, Management, Customer Service, Leadership, and Account Management.

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