Craig Mackinnon, Cfa, Cfp, Cim
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Craig Mackinnon, Cfa, Cfp, Cim Email & Phone Number

Investment Advisor and Financial Planner at RBC Dominion Securities
Location: Kelowna, British Columbia, Canada 7 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
RBC Dominion Securities
Role
Investment Advisor and Financial Planner
Location
Kelowna, British Columbia, Canada
Company size
5670 employees

Who is Craig Mackinnon, Cfa, Cfp, Cim? Overview

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Quick answer

Craig Mackinnon, Cfa, Cfp, Cim is listed as Investment Advisor and Financial Planner at RBC Dominion Securities, a with 5670 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Craig Mackinnon, Cfa, Cfp, Cim.

Craig Mackinnon, Cfa, Cfp, Cim previously worked as Investment Advisor & Financial Planner at Rbc Dominion Securities and Associate Investment Counsellor at Bmo Private Wealth. Craig Mackinnon, Cfa, Cfp, Cim holds Cbv - Chartered Business Valuator Program, Business Valuation from York University.

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Email format at RBC Dominion Securities

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RBC Dominion Securities

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Profile bio

About Craig Mackinnon, Cfa, Cfp, Cim

Craig is an experienced Investment Advisor based in Kelowna BC. Craig has a demonstrated history of strong performance in the financial services industry in roles that span from Analyst, Investment Advisor, Financial Planner, Private Wealth Consultant and Associate Investment Counsellor. Craig is skilled in advising high net worth business owners and individuals in areas of Investment Management, Business Valuation, Business Succession Planning, Banking, Trust and Estate planning. Craig carries a Bachelor of Management degree from the University of Lethbridge and is currently a Chartered Financial Analyst ( CFA ) charter holder, a Certified Financial Planner ( CFP) and Chartered Investment Manager ( CIM ) in good standing. In addition, Craig is currently a registered candidate in the coveted CBV ( chartered business valuator ) program.

Current workplace

Craig Mackinnon, Cfa, Cfp, Cim's current company

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RBC Dominion Securities
Rbc Dominion Securities
Investment Advisor and Financial Planner
Kelowna, BC, CA
Website
rbcds.com
Employees
5670
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7 roles · 23 years

Craig Mackinnon, Cfa, Cfp, Cim work experience

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

Investment Advisor & Financial Planner

Current
Rbc Dominion Securities

Kelowna, British Columbia, Canada

Oct 2021 - Present

Associate Investment Counsellor

Bmo Private Wealth

Kelowna, British Columbia, Canada

Nov 2020 - Sep 2021

Private Wealth Consultant

Bmo Private Banking

Kelowna, Bc

Platinum Counsel 2016, 2017, 2019Conference of the Stars 2016, 2019, 2020

Dec 2014 - Nov 2020

Financial Planner, Investment & Retirement Planning

Bmo Financial Group

Edmonton, Canada Area

Conference of the stars 2013, 2014

Oct 2011 - Dec 2014

Investment Advisor

Scotiamcleod

Edmonton, Canada Area

- Managed portfolios of individual securities and mutual funds- Participated in IPO & bought deals including equities, convertible debentures and capital bonds - Wrote economic / investment publications in various newspapers and online sources - Executive Council 2009 nominee – reserved for top ranked Scotia advisors in Canada

2008 - 2010 ~2 yrs

Investment Analyst

Aam Investments Inc.

Edmonton, Canada Area

2004 - 2006 ~2 yrs
Team & coworkers

Colleagues at RBC Dominion Securities

Other employees you can reach at rbcds.com. View company contacts for 5670 employees →

IB Indra Bharat Indra Bharat Colleague at Rbc Dominion SecuritiesCanada View → LL Lisa Lee, Cfp, Cim, Fcsi Lisa Lee, Cfp, Cim, Fcsi Colleague at Rbc Dominion SecuritiesCanada View → TS Todd St. Jean, Cfp, Cim Todd St. Jean, Cfp, Cim Colleague at Rbc Dominion SecuritiesThunder Bay, Ontario, Canada View → BR Blake Robertson Blake Robertson Colleague at Rbc Dominion SecuritiesSurrey, British Columbia, Canada View → KJ Kristen Joubert, Cfp® Kristen Joubert, Cfp® Colleague at Rbc Dominion SecuritiesGreater Edmonton Metropolitan Area, Canada View → MR Mahnoor Raza Mahnoor Raza Colleague at Rbc Dominion SecuritiesGreater Toronto Area, Canada View → CH Chan Harold Chan Harold Colleague at Rbc Dominion SecuritiesRichmond Hill, Ontario, Canada View → CN Connor Nixon Connor Nixon Colleague at Rbc Dominion SecuritiesToronto, Ontario, Canada View → LL Luke Luukkonen Luke Luukkonen Colleague at Rbc Dominion SecuritiesOshawa, Ontario, Canada View → EP Elena Pucci Fcsi Elena Pucci Fcsi Colleague at Rbc Dominion SecuritiesEdmonton, Alberta, Canada View →
2 education records

Craig Mackinnon, Cfa, Cfp, Cim education

Cbv - Chartered Business Valuator Program, Business Valuation

York University
FAQ

Frequently asked questions about Craig Mackinnon, Cfa, Cfp, Cim

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

What company does Craig Mackinnon, Cfa, Cfp, Cim work for?

Craig Mackinnon, Cfa, Cfp, Cim works for RBC Dominion Securities.

What is Craig Mackinnon, Cfa, Cfp, Cim's role at RBC Dominion Securities?

Craig Mackinnon, Cfa, Cfp, Cim is listed as Investment Advisor and Financial Planner at RBC Dominion Securities.

Where is Craig Mackinnon, Cfa, Cfp, Cim based?

Craig Mackinnon, Cfa, Cfp, Cim is based in Kelowna, British Columbia, Canada while working with RBC Dominion Securities.

What companies has Craig Mackinnon, Cfa, Cfp, Cim worked for?

Craig Mackinnon, Cfa, Cfp, Cim has worked for Rbc Dominion Securities, Bmo Private Wealth, Bmo Private Banking, Bmo Financial Group, and Scotiamcleod.

Who are Craig Mackinnon, Cfa, Cfp, Cim's colleagues at RBC Dominion Securities?

Craig Mackinnon, Cfa, Cfp, Cim's colleagues at RBC Dominion Securities include Indra Bharat, Lisa Lee, Cfp, Cim, Fcsi, Todd St. Jean, Cfp, Cim, Blake Robertson, and Kristen Joubert, Cfp®.

How can I contact Craig Mackinnon, Cfa, Cfp, Cim?

You can use AeroLeads to view verified contact signals for Craig Mackinnon, Cfa, Cfp, Cim at RBC Dominion Securities, including work email, phone, and LinkedIn data when available.

What schools did Craig Mackinnon, Cfa, Cfp, Cim attend?

Craig Mackinnon, Cfa, Cfp, Cim holds Cbv - Chartered Business Valuator Program, Business Valuation from York University.

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