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Denise Lacroix, Cfp® Email & Phone Number

Investment and Wealth Advisor at RBC Dominion Securities
Location: Toronto, Ontario, Canada 8 work roles 1 school
1 work email found @rbc.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@rbc.com
LinkedIn Profile matched
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Current company
RBC Dominion Securities
Role
Investment and Wealth Advisor
Location
Toronto, Ontario, Canada
Company size
5670 employees

Who is Denise Lacroix, Cfp®? Overview

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Quick answer

Denise Lacroix, Cfp® is listed as Investment and Wealth Advisor at RBC Dominion Securities, a with 5670 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Denise Lacroix, Cfp®.

Denise Lacroix, Cfp® previously worked as Investment & Wealth Advisor at Rbc Dominion Securities and Wealth Management at Rbc Dominion Securities. Denise Lacroix, Cfp® holds Honors B.A>, English & French Language And Linguistics from University Of Toronto - Victoria University.

Company email context

Email format at RBC Dominion Securities

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Denise Lacroix, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Denise Lacroix, Cfp®

I am a dedicated and experienced Investment & Wealth Advisor, committed to helping individuals and families secure their financial future. With a passion for finance and a strong belief in the power of financial literacy, I have built a career focused on providing expert guidance and tailored strategies to help my clients achieve their financial goals.With over 17 years experience in finance and a deep understanding of the intricacies of the financial world, I specialize in personalized financial planning, working closely with my clients to create comprehensive strategies that address their unique needs, whether it's retirement planning, investment management, or estate planning.My commitment to transparency and ethical practices is at the core of my approach. I take pride in always putting my clients' best interests first. I understand that financial planning can be complex, and my mission is to simplify the process and empower my clients with the knowledge and tools they need to make informed choices. My success is measured by the financial success and peace of mind of my clients. I believe in clear communication, ensuring that my clients fully understand the financial decisions we make together.I am here to guide, support, and partner with you on your financial journey, ensuring that you have a secure and prosperous future. If you're looking for a trusted partner in your financial planning journey, I'm here to help you every step of the way.

Listed skills include Retail Banking, Banking, Wealth Management, Credit, and 19 others.

Current workplace

Denise Lacroix, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Dominion Securities
Rbc Dominion Securities
Investment and Wealth Advisor
Toronto, ON, CA
Website
rbcds.com
Employees
5670
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Company profile
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8 roles

Denise Lacroix, Cfp® work experience

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

Senior Financial Planner

Rbc

200 Bay Street

Nov 2019 - Jun 2021

Financial Planner

Rbc

Toronto, Canada Area

Jan 2016 - Nov 2020

Manager Customer Service

Td

Toronto, Ontario, Canada

Feb 2014 - Jan 2016

Small Business Advisor

Td Canada Trust

Toronto, Ontario, Canada

As a Small Business Advisor I provide business owners the advice they need to help them choose the right combination of banking products and services. My goal is to help business owners spend less time banking and more time focusing on what they do best: building their business. I'm committed to helping them by discussing their banking needs, offering borrowing and investment solutions and delivering excellent personal service.All opinions expressed here are my own and do not represent TDs views or opinions.SpecialtiesBusiness Banking Credit, Investments and Accounts

Mar 2010 - Feb 2014

Account Manager

Rbc

Provided sound financial advice to clients through detailed client analysis.Maximized opportunity spotting and leveraging service partners to enhance client experience and sales activities. Actively sold and provided advice around Mutual Funds. Acted as branch’s Small Business Fulfillment Officer – meeting with business clients verifying supporting documentation such as financial statements for the advancement of small business lending products.Daily and Semi-monthly authorized credit reporting.

Mar 2007 - Mar 2010
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5670 employees →

JH Jack Harvey Jack Harvey Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → TN Timothy Novak Timothy Novak Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → CC Christopher Coutinho Christopher Coutinho Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada View → IS Isabelle Senecal, Cim, Fsci Isabelle Senecal, Cim, Fsci Colleague at Rbc Dominion SecuritiesGreater Montreal Metropolitan Area, Canada View → AS Andrew Siu, Cim® Andrew Siu, Cim® Colleague at Rbc Dominion SecuritiesCalgary, Alberta, Canada View → SA Stephane Armand Stephane Armand Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → AB Alexandra Behr Alexandra Behr Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → RC Rémi Crépeau Rémi Crépeau Colleague at Rbc Dominion SecuritiesSherbrooke, Quebec, Canada View → DC Debbie Cowin Debbie Cowin Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → BC Bruce Crowle Bruce Crowle Colleague at Rbc Dominion SecuritiesVictoria, British Columbia, Canada View →
1 education record

Denise Lacroix, Cfp® education

FAQ

Frequently asked questions about Denise Lacroix, Cfp®

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

What company does Denise Lacroix, Cfp® work for?

Denise Lacroix, Cfp® works for RBC Dominion Securities.

What is Denise Lacroix, Cfp®'s role at RBC Dominion Securities?

Denise Lacroix, Cfp® is listed as Investment and Wealth Advisor at RBC Dominion Securities.

What is Denise Lacroix, Cfp®'s email address?

AeroLeads has found 1 work email signal at @rbc.com for Denise Lacroix, Cfp® at RBC Dominion Securities.

Where is Denise Lacroix, Cfp® based?

Denise Lacroix, Cfp® is based in Toronto, Ontario, Canada while working with RBC Dominion Securities.

What companies has Denise Lacroix, Cfp® worked for?

Denise Lacroix, Cfp® has worked for Rbc Dominion Securities, Rbc, Td, and Td Canada Trust.

Who are Denise Lacroix, Cfp®'s colleagues at RBC Dominion Securities?

Denise Lacroix, Cfp®'s colleagues at RBC Dominion Securities include Jack Harvey, Timothy Novak, Christopher Coutinho, Isabelle Senecal, Cim, Fsci, and Andrew Siu, Cim®.

How can I contact Denise Lacroix, Cfp®?

You can use AeroLeads to view verified contact signals for Denise Lacroix, Cfp® at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Denise Lacroix, Cfp® attend?

Denise Lacroix, Cfp® holds Honors B.A>, English & French Language And Linguistics from University Of Toronto - Victoria University.

What skills is Denise Lacroix, Cfp® known for?

Denise Lacroix, Cfp® is listed with skills including Retail Banking, Banking, Wealth Management, Credit, Mutual Funds, Investments, Investment Advisory, and Portfolio Management.

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