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Jeff Stathopulos Email & Phone Number

Senior Portfolio Manager, Wealth Advisor at RBC Dominion Securities at RBC Dominion Securities

Location: Kelowna, British Columbia, Canada 4 work roles 1 school

1 work email found @scotiabank.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

RBC Dominion Securities

Role

Senior Portfolio Manager, Wealth Advisor at RBC Dominion Securities

Location

Kelowna, British Columbia, Canada

Company size

5030 employees

Who is Jeff Stathopulos? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jeff Stathopulos is listed as Senior Portfolio Manager, Wealth Advisor at RBC Dominion Securities at RBC Dominion Securities, a with 5030 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Jeff Stathopulos.

Jeff Stathopulos previously worked as Portfolio Manager, Senior Wealth Advisor at Scotia Wealth Management and Vice President, Investment Advisor at Cibc Wood Gundy. Jeff Stathopulos holds Marketing/Marketing Management, Professional Sales from British Columbia Institute Of Technology / Bcit.

Company email context

Email format at RBC Dominion Securities

This section adds company-level context without repeating Jeff Stathopulos's masked contact details.

{first}.{last}@scotiabank.com

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AeroLeads found 1 current-domain work email signal for Jeff Stathopulos. Compare company email patterns before reaching out.

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Profile bio

About Jeff Stathopulos

On the surface, managing money is about picking stocks and finding investment solutions. In reality, it’s trust: earning it, vigilantly maintaining it, and holding it in the highest regard. It means being more than a stockbroker, a financial planner, or an investment advisor; it’s about being a partner. A partner who understands the challenges and the opportunities that make up your life, the people you call family, and the impact your financial decisions will have on your future.

Listed skills include Wealth Management, Retirement Planning, Investments, Portfolio Management, and 13 others.

Current workplace

Jeff Stathopulos's current company

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

Rbc Dominion Securities

Senior Portfolio Manager, Wealth Advisor at RBC Dominion Securities

toronto, ontario, canada

Website

rbcds.com

Employees

5030

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Company profile

View company profile Email format

4 roles

Jeff Stathopulos work experience

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

Senior Portfolio Manager, Wealth Advisor At Rbc Dominion Securities

Current

Rbc Dominion Securities

Oct 2023 - Present

Portfolio Manager, Senior Wealth Advisor

Scotia Wealth Management

Kelowna

I'm a portfolio manager and Senior Wealth Advisor with Scotia Wealth Management, based in Kelowna, BC serving investors in Western Canada. We develop and manage personalized wealth management strategies that work to balance our clients' needs for financial security with their desire to improve the way they will experience retirement today and in the future.

Nov 2012 - Oct 2023

Vice President, Investment Advisor

Cibc Wood Gundy

Vancouver, Prince George, Kelowna

Providing investment management, financial and estate planning, and wealth management advice.

Sep 1993 - Nov 2012

Branch Manager

Cibc Wood Gundy

Kelowna, Bc

Responsible for the management, motivation, coaching and compliant operations of the Kelowna branch, and building the reputation and credibility of the local office within the community, existing clients and retail bank branches.

Jul 2000 - Nov 2007

Team & coworkers

Colleagues at RBC Dominion Securities

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

LW

Lucia Wuertz Colleague at Rbc Dominion SecuritiesCharlottetown, Prince Edward Island, Canada View → MG

Marcus G. J. Davis Colleague at Rbc Dominion SecuritiesCanada View → NH

Nicholas Harvey Colleague at Rbc Dominion SecuritiesFredericton, New Brunswick, Canada View → JJ

Jennifer Janeczko Colleague at Rbc Dominion SecuritiesBurlington, Ontario, Canada View → JP

Jorge Pessegueiro, Cfa Colleague at Rbc Dominion SecuritiesVancouver, British Columbia, Canada View → MB

Madeline Blake Colleague at Rbc Dominion SecuritiesLondon, Ontario, Canada View → JB

Jessica Basacco Colleague at Rbc Dominion SecuritiesLondon, Ontario, Canada View → WW

Willem Westenberg Colleague at Rbc Dominion SecuritiesMontreal, Quebec, Canada View → SS

Stacey Spicer Colleague at Rbc Dominion SecuritiesCanada View → PW

Peter Wisniewski Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View →

1 education record

Jeff Stathopulos education

British Columbia Institute Of Technology / Bcit

Marketing/Marketing Management, Professional Sales

FAQ

Frequently asked questions about Jeff Stathopulos

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

What company does Jeff Stathopulos work for?

Jeff Stathopulos works for RBC Dominion Securities.

What is Jeff Stathopulos's role at RBC Dominion Securities?

Jeff Stathopulos is listed as Senior Portfolio Manager, Wealth Advisor at RBC Dominion Securities at RBC Dominion Securities.

What is Jeff Stathopulos's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Jeff Stathopulos at RBC Dominion Securities.

Where is Jeff Stathopulos based?

Jeff Stathopulos is based in Kelowna, British Columbia, Canada while working with RBC Dominion Securities.

What companies has Jeff Stathopulos worked for?

Jeff Stathopulos has worked for Rbc Dominion Securities, Scotia Wealth Management, and Cibc Wood Gundy.

Who are Jeff Stathopulos's colleagues at RBC Dominion Securities?

Jeff Stathopulos's colleagues at RBC Dominion Securities include Lucia Wuertz, Marcus G. J. Davis, Nicholas Harvey, Jennifer Janeczko, and Jorge Pessegueiro, Cfa.

How can I contact Jeff Stathopulos?

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

What schools did Jeff Stathopulos attend?

Jeff Stathopulos holds Marketing/Marketing Management, Professional Sales from British Columbia Institute Of Technology / Bcit.

What skills is Jeff Stathopulos known for?

Jeff Stathopulos is listed with skills including Wealth Management, Retirement Planning, Investments, Portfolio Management, Strategic Financial Planning, Risk Management, Mutual Funds, and Equities.

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