Financial Planner
Current
Sep 2020 - Present
AeroLeads people directory · profile
Kate Hanson Email & Phone Number
Financial Planner, Investment & Retirement Planning at RBC
at
RBC
1 work email found
@rbc.com
2 phones found area 403
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner, Investment & Retirement Planning at RBC
Location
Okotoks, Alberta, Canada
Company size
Who is Kate Hanson? Overview
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Quick answer
Kate Hanson is listed as Financial Planner, Investment & Retirement Planning at RBC at RBC, a company with 79151 employees, based in Okotoks, Alberta, Canada. AeroLeads shows a work email signal at rbc.com, phone signal with area code 403, and a matched LinkedIn profile for Kate Hanson.
Kate Hanson previously worked as Financial Planner at Rbc and Financial Advisor Investment & Retirement Planning at Scotiabank. Kate Hanson holds Pfp, Financial Planning And Services from Canadian Securities Institute.
Company email context
Email format at RBC
This section adds company-level context without repeating Kate Hanson's masked contact details.
{first}.{last}@rbc.com
89% confidence
AeroLeads found 1 current-domain work email signal for Kate Hanson. Compare company email patterns before reaching out.
Profile bio
About Kate Hanson
Kate Hanson is a Financial Planner, Investment & Retirement Planning at RBC at RBC. She possess expertise in personal financial planning, finance, financial advisory, portfolio management, financial planning and 21 more skills. Colleagues describe her as "I have had the pleasure of working with Kate on a number of complex real estate financing deals over the past few years. Her knowledge and attention to detail is a breath of fresh air! Kate's many as talents, skillful abilities and always cheerful demeanor has made all dealings completely stress free and that says a lot in this business! Thank you Kate, looking forward to continuing to work together for years to come!" and "Kate is excellent at what she does.Specifically with providing taylored advice to enhance clients net worth."
Listed skills include Personal Financial Planning, Finance, Financial Advisory, Portfolio Management, and 22 others.
Current workplace
Kate Hanson's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc
7 roles · 19 years
Kate Hanson work experience
A career timeline built from the work history available for this profile.
Financial Advisor Investment & Retirement Planning
As an investment and retirement planning expert, I focus on developing investment and retirement planning strategies to help customers achieve their overall financial goals. Specialized in utilizing my financial planning skills to create customized financial strategies and solutions for my clients, particularly those individuals or households requiring.
Sep 2019 - Sep 2020
Sr. Financial Advisor
Feb 2018 - Sep 2019
Mortgage Development Manager/Home Financing Advisor
Apr 2014 - Feb 2018
Financial Advisor
May 2012 - Apr 2014
Investment Advisor
Apr 2008 - May 2012
Promotion Director
2007 - 2008
~1 yr
Team & coworkers
Colleagues at RBC
Other employees you can reach at rbc.com. View company contacts for 79151 employees →
MP
Manjit Panesar (Pfp®)
Colleague at RbcGreater Vancouver Metropolitan Area, Canada
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DZ
Danielle Zanewich
Colleague at RbcWinnipeg, Manitoba, Canada, Canada
View →
SN
Sheikh Nazim Mahdi
Colleague at RbcGreater Toronto Area, Canada, Canada
View →
MM
Maggie Messing
Colleague at RbcMinneapolis, Minnesota, United States, United States
View →
CL
Constance Liang, Cpa
Colleague at RbcGreater Toronto Area, Canada, Canada
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DF
Donnelle Francis
Colleague at RbcGrenada, Grenada
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KP
Kim Paquin
Colleague at RbcMontreal, Quebec, Canada, Canada
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TR
Taylor Reed
Colleague at RbcSan Francisco, California, United States, United States
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CL
Catherine Lainas
Colleague at RbcToronto, Ontario, Canada, Canada
View →
TC
Toby Chow
Colleague at RbcNorth York, Ontario, Canada, Canada
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Manjit Panesar (Pfp®)
Colleague at RbcGreater Vancouver Metropolitan Area, Canada
View →
DZ
Danielle Zanewich
Colleague at RbcWinnipeg, Manitoba, Canada, Canada
View →
SN
Sheikh Nazim Mahdi
Colleague at RbcGreater Toronto Area, Canada, Canada
View →
MM
Maggie Messing
Colleague at RbcMinneapolis, Minnesota, United States, United States
View →
CL
Constance Liang, Cpa
Colleague at RbcGreater Toronto Area, Canada, Canada
View →
DF
Donnelle Francis
Colleague at RbcGrenada, Grenada
View →
KP
Kim Paquin
Colleague at RbcMontreal, Quebec, Canada, Canada
View →
TR
Taylor Reed
Colleague at RbcSan Francisco, California, United States, United States
View →
CL
Catherine Lainas
Colleague at RbcToronto, Ontario, Canada, Canada
View →
TC
Toby Chow
Colleague at RbcNorth York, Ontario, Canada, Canada
View →
5 education records
Kate Hanson education
Pfp, Financial Planning And Services
Canadian Securities Institute
Education record
Education record
Education record
Robb Road Jr. High
Fcsi
Canadian Securities Institute
FAQ
Frequently asked questions about Kate Hanson
Quick answers generated from the profile data available on this page.
What company does Kate Hanson work for?
Kate Hanson works for RBC.
What is Kate Hanson's role at RBC?
Kate Hanson is listed as Financial Planner, Investment & Retirement Planning at RBC at RBC.
What is Kate Hanson's email address?
AeroLeads has found 1 work email signal at @rbc.com for Kate Hanson at RBC.
What is Kate Hanson's phone number?
AeroLeads has found 2 phone signal(s) with area code 403 for Kate Hanson at RBC.
Where is Kate Hanson based?
Kate Hanson is based in Okotoks, Alberta, Canada while working with RBC.
What companies has Kate Hanson worked for?
Kate Hanson has worked for Rbc, Scotiabank, Canaccord Genuity Inc., and Jim Pattison Broadcast Group.
Who are Kate Hanson's colleagues at RBC?
Kate Hanson's colleagues at RBC include Manjit Panesar (Pfp®), Danielle Zanewich, Sheikh Nazim Mahdi, Maggie Messing, and Constance Liang, Cpa.
How can I contact Kate Hanson?
You can use AeroLeads to view verified contact signals for Kate Hanson at RBC, including work email, phone, and LinkedIn data when available.
What schools did Kate Hanson attend?
Kate Hanson holds Pfp, Financial Planning And Services from Canadian Securities Institute.
What skills is Kate Hanson known for?
Kate Hanson is listed with skills including Personal Financial Planning, Finance, Financial Advisory, Portfolio Management, Financial Planning, Investment Strategies, Customer Service, and Banking.
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