Mason Eggers
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Mason Eggers Email & Phone Number

Portfolio Management Assistant at RBC PH&N Investment Counsel
Location: Burlington, Ontario, Canada 7 work roles 3 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Role
Portfolio Management Assistant
Location
Burlington, Ontario, Canada
Company size

Who is Mason Eggers? Overview

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Quick answer

Mason Eggers is listed as Portfolio Management Assistant at RBC PH&N Investment Counsel, a with 415 employees, based in Burlington, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mason Eggers.

Mason Eggers previously worked as Wealth Manager at Rowanoak Private Wealth Counsel and Executive Assistant at Dr. Alison Montgomery Medicine. Mason Eggers holds Postgraduate Degree, Financial Planning Services from Conestoga College.

Company email context

Email format at RBC PH&N Investment Counsel

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RBC PH&N Investment Counsel

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Profile bio

About Mason Eggers

As a Wealth Manager with a life-long passion for investing and entrepreneurship, I am consumed with a deep curiosity of capital markets, and strive to be a life-long learner.I consider myself to be a highly motivated team player with excellent communication & problem solving skills. With experience in financial planning, sales, entrepreneurship, data management, and customer service, I pride myself on being flexible and always finding a way to deliver value.

Current workplace

Mason Eggers's current company

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RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Portfolio Management Assistant
Burlington, ON, CA
Website
Employees
415
AeroLeads page
7 roles

Mason Eggers work experience

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Executive Assistant

Dr. Alison Montgomery Medicine

Burlington, Ontario, Canada

-Bookkeeping and tax preparation-Data entry and file organization-Provide professional customer service to patients

Personal Assistant To Chief Executive Officer

Toronto, Ontario, Canada

May 2022 - Sep 2022

Customer Success & Sales

Toronto, Ontario, Canada

-Managed the ideation, planning and execution of sales messaging for a new rewards initiative-Identified and nurtured local business partnerships via B2B cold calling -Performed data collection and entry for the onboarding of new client buildings and tenants

Sep 2021 - Dec 2021

Project Member

Toronto, Ontario, Canada

-Collaborated with team members for project ideation, planning and execution of a socially responsible entrepreneurial initiative and submission for Enactus Regional and National Competition-Wrote, recorded and animated a short promotional video for Access to Aspire initiative-Recorded statement of impact for Enactus nonprofit organization as a Seneca College representative

Dec 2019 - Jun 2020

Sales Associate / Volunteer Coordinator

Ontario, Canada

Helped lead a non-profit golf fundraiser promotion on behalf of the Juravinski and Princess Margeret cancer centres called Flip the Chip - Fore the Cure-Assisted in creation of seasonal marketing plans to support department and divisional strategies implemented across Ontario-Applied excellent communication skills and ability to establish rapport to close sales and meet targets-Prospected, trained, and supervised volunteers to complete sales and obtain feedback

May 2018 - Sep 2018
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

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3 education records

Mason Eggers education

FAQ

Frequently asked questions about Mason Eggers

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What company does Mason Eggers work for?

Mason Eggers works for RBC PH&N Investment Counsel.

What is Mason Eggers's role at RBC PH&N Investment Counsel?

Mason Eggers is listed as Portfolio Management Assistant at RBC PH&N Investment Counsel.

Where is Mason Eggers based?

Mason Eggers is based in Burlington, Ontario, Canada while working with RBC PH&N Investment Counsel.

What companies has Mason Eggers worked for?

Mason Eggers has worked for Rbc Ph&N Investment Counsel, Rowanoak Private Wealth Counsel, Dr. Alison Montgomery Medicine, Hj Group, and Hilo.

Who are Mason Eggers's colleagues at RBC PH&N Investment Counsel?

Mason Eggers's colleagues at RBC PH&N Investment Counsel include Fernanda Ribeiro Chelles, Dean Comazzolo, Cfa, Cim, Kwun Chung, Cfa, Samantha Turack, and Robin Swinton, Cfa, Cfp.

How can I contact Mason Eggers?

You can use AeroLeads to view verified contact signals for Mason Eggers at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Mason Eggers attend?

Mason Eggers holds Postgraduate Degree, Financial Planning Services from Conestoga College.

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