Daniel Duchesne

Daniel Duchesne Email and Phone Number

Financial Security Advisor @ RBC Wealth Management Financial Services
toronto, ontario, canada
Daniel Duchesne's Location
Montreal, Quebec, Canada, Canada
About Daniel Duchesne

Daniel Duchesne is a Financial Security Advisor at RBC Wealth Management Financial Services. He is proficient in English.

Daniel Duchesne's Current Company Details
RBC Wealth Management Financial Services

Rbc Wealth Management Financial Services

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Financial Security Advisor
toronto, ontario, canada
Employees:
221
Daniel Duchesne Work Experience Details
  • Rbc Wealth Management Financial Services
    Estate Planning Specialist
    Rbc Wealth Management Financial Services Jun 2011 - Present
    Montreal, Canada Area
    Working closely with your advisor, Daniel employs a holistic process to assess your wealth management needs and recommend creative insurance strategies to address them. He measures your situation from all angles, focusing on both personal and corporate insurance solutions to help increase your net worth, reduce the impact of taxation and secure your wealth through a variety of life insurance, annuity and living benefits solutions. He has the expertise to ensure your wealth is transferred to your heirs in accordance with your wishes, and delivers solutions from a mix of Canada’s top-ranked insurance providers.Daniel Duchesne began his career in the insurance industry in 1993. He has an MBA from Laval University and has earned the Chartered Life Underwriter (CLU) and Financial Planner (Fin. Pl.) designations. He is a member of APFF (Association de planification financière et fiscal du Québec), IQPF (Institut Québécois de planification financière), CALU (Conference for Advanced Life Underwriting) and Advocis.

Frequently Asked Questions about Daniel Duchesne

What company does Daniel Duchesne work for?

Daniel Duchesne works for Rbc Wealth Management Financial Services

What is Daniel Duchesne's role at the current company?

Daniel Duchesne's current role is Financial Security Advisor.

Who are Daniel Duchesne's colleagues?

Daniel Duchesne's colleagues are Theresa Staffon, Eric Milner, Ba, Cim, Chs, Clu, Jeffrey Peete, Maryse Ledoux, John Hamilton, Clu,fea, Chris O'toole Clu Chs, Timothy Khosla.

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