Dane Charles, B.Comm, Mst, Cim®

Dane Charles, B.Comm, Mst, Cim® Email and Phone Number

Associate Investment Advisor for the Allison Martinello Group @ RBC Dominion Securities
toronto, ontario, canada
Dane Charles, B.Comm, Mst, Cim®'s Location
Windsor, Ontario, Canada, Canada
Dane Charles, B.Comm, Mst, Cim®'s Contact Details

Dane Charles, B.Comm, Mst, Cim® work email

Dane Charles, B.Comm, Mst, Cim® personal email

About Dane Charles, B.Comm, Mst, Cim®

Dane Charles, B.Comm, Mst, Cim® is a Associate Investment Advisor for the Allison Martinello Group at RBC Dominion Securities. He possess expertise in corporate tax, leadership, management, marketing, tax and 45 more skills.

Dane Charles, B.Comm, Mst, Cim®'s Current Company Details
RBC Dominion Securities

Rbc Dominion Securities

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Associate Investment Advisor for the Allison Martinello Group
toronto, ontario, canada
Website:
rbcds.com
Employees:
5030
Dane Charles, B.Comm, Mst, Cim® Work Experience Details
  • Rbc Dominion Securities
    Associate Investment Advisor For The Allison Martinello Group
    Rbc Dominion Securities Apr 2019 - Present
    Windsor, On
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  • Rbc Dominion Securities
    Investment Advisor
    Rbc Dominion Securities Jan 2018 - Present
    Windsor, On
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  • Pwc
    Senior Tax Associate - Us Corporate Tax
    Pwc Jan 2016 - Dec 2017
    Windsor, On
    At PwC, I helped corporations (both Canadian and U.S.) understand their US tax filing requirements, ensure their compliance with federal and state authorities, as well as consult on pre-transaction planning.Additionally, I help Canadian individuals who may own US property (Vacation/Rental Property) understand their filing requirements during ownership and upon the sale of the property.
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  • Salute Espresso Bar & Coffee Roasting
    Business Owner
    Salute Espresso Bar & Coffee Roasting Dec 2012 - Oct 2015
    Windsor, Ontario, Canada
    As a passion project, I operated and managed all aspects of the coffee bar and roasting operations including, but not limited to; Brand Creation & Sustainability, Marketing , Accounting & Financial Management, Team leader to staff, Social Media & Customer Relations, Kitchen Management, Equipment Operation & Repair.
  • Deloitte & Touche
    U.S. Corporate Tax Analyst
    Deloitte & Touche Jan 2011 - Aug 2012
    Windsor, Ontario
    At Deloitte, I helped corporations (both Canadian and U.S.) understand their US tax filing requirements, ensure their compliance with federal and state authorities, as well as consult on pre-transaction planning.
    View

Dane Charles, B.Comm, Mst, Cim® Skills

Corporate Tax Leadership Management Marketing Tax Financial Analysis Financial Reporting Team Building Strategic Planning Time Management Marketing Strategy Accounting Financial Accounting Sales Start Ups Entrepreneurship Investment Advisory Services Wealth Management Helping Clients Succeed Financial Planning Investment Strategies Investment Management Investment Portfolios Wealth Preservation Planning Multi Generational Wealth Transfer Wealth Accumulation Financial Advisory Investment Advisory Tax Advisory Tax Compliance Estate Planning Estate Tax Planning Account Management Customer Relationship Management Risk Management Risk Assessment Client Relations Client Services Client Counseling Client Focused Client Focus Key Client Relationships Helping Clients Client Education Personal Finance Behavioral Finance High Net Worth Individuals High Net Worth Insurance International Tax Long Term Relationship Building

Dane Charles, B.Comm, Mst, Cim® Education Details

Frequently Asked Questions about Dane Charles, B.Comm, Mst, Cim®

What company does Dane Charles, B.Comm, Mst, Cim® work for?

Dane Charles, B.Comm, Mst, Cim® works for Rbc Dominion Securities

What is Dane Charles, B.Comm, Mst, Cim®'s role at the current company?

Dane Charles, B.Comm, Mst, Cim®'s current role is Associate Investment Advisor for the Allison Martinello Group.

What is Dane Charles, B.Comm, Mst, Cim®'s email address?

Dane Charles, B.Comm, Mst, Cim®'s email address is ch****@****ail.com

What schools did Dane Charles, B.Comm, Mst, Cim® attend?

Dane Charles, B.Comm, Mst, Cim® attended Walsh College Of Accountancy And Business Administration, University Of Windsor.

What skills is Dane Charles, B.Comm, Mst, Cim® known for?

Dane Charles, B.Comm, Mst, Cim® has skills like Corporate Tax, Leadership, Management, Marketing, Tax, Financial Analysis, Financial Reporting, Team Building, Strategic Planning, Time Management, Marketing Strategy, Accounting.

Who are Dane Charles, B.Comm, Mst, Cim®'s colleagues?

Dane Charles, B.Comm, Mst, Cim®'s colleagues are Heather Diclemente, Adam Bosak, Pfp, Cim, Fcsi, Dale Pickard, Marie-Josée Desaulniers, Peter Wisniewski, Dylan Perry, Mma, Greg Wega.

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