Jeff Young

Jeff Young Email and Phone Number

CPA, CA, CFP, R.F.P. /Regional Vice President at National Bank Private Banking 1859 @ National Bank Private Banking 1859
montréal, quebec, canada
Jeff Young's Location
Greater Calgary Metropolitan Area, Canada
Jeff Young's Contact Details

Jeff Young personal email

n/a
About Jeff Young

I assist clients to navigate their financial needs and achieve what is really important to them in life.

Jeff Young's Current Company Details
National Bank Private Banking 1859

National Bank Private Banking 1859

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CPA, CA, CFP, R.F.P. /Regional Vice President at National Bank Private Banking 1859
montréal, quebec, canada
Website:
gestionprivee1859.ca
Employees:
177
Jeff Young Work Experience Details
  • National Bank Private Banking 1859
    Regional Vice President
    National Bank Private Banking 1859 Jan 2020 - Present
    Calgary, Canada Area
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  • Rbc
    Private Banker
    Rbc Jul 2018 - Jan 2020
    Calgary, Canada Area
    My role is to help clients develop and execute on their personal financial strategies. This starts with planning and can involve fulfilling on credit or banking solutions as well as navigating other RBC offerings.
    View
  • Rbc Wealth Management – Private Banking
    Regional Vice President
    Rbc Wealth Management – Private Banking May 2015 - Jul 2018
    Calgary, Canada Area
    View
  • Rbc Wealth Management
    Vp, Private Banking
    Rbc Wealth Management May 2013 - Apr 2015
    Edmonton, Alberta
    View
  • Rbc Wealth Management
    Sr. Manager, Sales Strategy
    Rbc Wealth Management Dec 2010 - Apr 2013
    Trinidad & Tobago
    Primary function was to develop and implement a financial planning offering in key Caribbean locations.
    View
  • Rbc Wealth Management
    Sr Manager, Financial Planning Support
    Rbc Wealth Management Nov 2002 - Dec 2010
    Calgary, Alberta And Toronto, Ontario
    Directly coach and then lead the team that provides financial planning strategy coaching to RBC Financial Planners.
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  • Jdy Financial Inc
    Owner
    Jdy Financial Inc Sep 1997 - Nov 2002
    Calgary, Alberta, Canada
    Fee-Only Financial Planning services for busy professionals and business owners to help identify key financial goals and what it will take to get there.
  • Kpmg
    Accountant
    Kpmg 1991 - 1997

Jeff Young Skills

Wealth Management Investments Strategic Financial Planning Banking

Jeff Young Education Details

Frequently Asked Questions about Jeff Young

What company does Jeff Young work for?

Jeff Young works for National Bank Private Banking 1859

What is Jeff Young's role at the current company?

Jeff Young's current role is CPA, CA, CFP, R.F.P. /Regional Vice President at National Bank Private Banking 1859.

What is Jeff Young's email address?

Jeff Young's email address is je****@****rbc.com

What schools did Jeff Young attend?

Jeff Young attended Western University, Neuchatel Junior College.

What skills is Jeff Young known for?

Jeff Young has skills like Wealth Management, Investments, Strategic Financial Planning, Banking.

Who are Jeff Young's colleagues?

Jeff Young's colleagues are Audrey Tardif, Kirsten Maxwell, Philippe Ménard, Émile Bergeron, Thuva Thurairajah, Mba, Caroline Brisson, Talar Hagopian.

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