Lauren Herman, Cim Email & Phone Number
@rbc.com
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Who is Lauren Herman, Cim? Overview
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Lauren Herman, Cim is listed as VP, Wealth Strategy and Planning at brady wealth strategies, based in Regina, Saskatchewan, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Lauren Herman, Cim.
Lauren Herman, Cim previously worked as Associate Wealth Advisor at Rbc Dominion Securities and Associate at Rbc Dominion Securities. Lauren Herman, Cim holds Wealth Management Essentials, Wealth Management from Canadian Securities Institute.
Email format at brady wealth strategies
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AeroLeads found 1 current-domain work email signal for Lauren Herman, Cim. Compare company email patterns before reaching out.
About Lauren Herman, Cim
My role on the team at Edwards Private Wealth of RBC Dominion Securities is a perfect fit for me. I work closely with our clients in preparing Retirement Projections, Will & Estate plans, reviewing their Insurance needs, and ongoing management of their Wealth Plans. Whether they are climbing the corporate ladder, growing their business, funding their children's education or planning out their retirement, we're here for it all. I build custom proposals, create content to simplify financial matters and foster relationships with partners and specialists to ensure that our clients work with the very best in the industry. I have a BA Honours degree in Economics from the University of Strathclyde in Glasgow, Scotland. I moved to Canada after graduating, and joined RBC Dominion Securities in 2016, gaining my Investment Representative and then Registered Representative licenses soon after. I joined the Edwards Private Wealth team in 2019. It is so rewarding to contribute to a team that shares similar values and who take a client-centered approach. My current focus is on gaining my CFP designation to better serve our clients.Personally I am married to a hard-working Saskatchewan farmer who has taught me a lot about the agricultural industry here in Saskatchewan. My passion for the agricultural industry grows every day. Regina is home to us, our daughter, and our dog. In my 'spare' time I coach children and adults in horsemanship at a local horse yard. Coaching and horse-riding over the last 20 years has taught me a lot about communication, discipline and teamwork which I carry with me always.Specialties: Client Experience, Wealth Management, Business DevelopmentConnect with me: 306-777-0045 | lauren.herman@rbc.com
Lauren Herman, Cim's current company
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Lauren Herman, Cim work experience
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Associate
Administrative Assistant
Research Assistant - Department Of Economics
Committee Board Member - University Of Strathclyde Equestrian Club
Alumni Fund Telethon Caller
Lauren Herman, Cim education
Wealth Management Essentials, Wealth Management
Canadian Securities Course, Investments And Securities
Conduct & Practices Handbook, Investments And Securities
Bachelor Of Arts With Honours (B.A Hons), Economics, 2:1
Bachelor'S Degree, Economics, Finance
Education record
Frequently asked questions about Lauren Herman, Cim
Quick answers generated from the profile data available on this page.
What company does Lauren Herman, Cim work for?
Lauren Herman, Cim works for brady wealth strategies.
What is Lauren Herman, Cim's role at brady wealth strategies?
Lauren Herman, Cim is listed as VP, Wealth Strategy and Planning at brady wealth strategies.
What is Lauren Herman, Cim's email address?
AeroLeads has found 1 work email signal at @rbc.com for Lauren Herman, Cim at brady wealth strategies.
Where is Lauren Herman, Cim based?
Lauren Herman, Cim is based in Regina, Saskatchewan, Canada while working with brady wealth strategies.
What companies has Lauren Herman, Cim worked for?
Lauren Herman, Cim has worked for Brady Wealth Strategies, Rbc Dominion Securities, University Of Regina, and University Of Strathclyde.
How can I contact Lauren Herman, Cim?
You can use AeroLeads to view verified contact signals for Lauren Herman, Cim at brady wealth strategies, including work email, phone, and LinkedIn data when available.
What schools did Lauren Herman, Cim attend?
Lauren Herman, Cim holds Wealth Management Essentials, Wealth Management from Canadian Securities Institute.
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