Mike Thomas Cfa, Clu, Cfp, Tep
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Mike Thomas Cfa, Clu, Cfp, Tep Email & Phone Number

Insurance & Estate Planning | High Net Worth Clients | Business Owner Clients | Stakeholder Engagement | Strong Analytical Skills | Advisor Training and Development at RBC Wealth Management Financial Services Inc.
Location: Etobicoke, Ontario, Canada 4 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
RBC Wealth Management Financial Services Inc.
Role
Insurance & Estate Planning | High Net Worth Clients | Business Owner Clients | Stakeholder Engagement | Strong Analytical Skills | Advisor Training and Development
Location
Etobicoke, Ontario, Canada
Company size
221 employees

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Mike Thomas Cfa, Clu, Cfp, Tep is listed as Insurance & Estate Planning | High Net Worth Clients | Business Owner Clients | Stakeholder Engagement | Strong Analytical Skills | Advisor Training and Development at RBC Wealth Management Financial Services Inc., a company with 221 employees, based in Etobicoke, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mike Thomas Cfa, Clu, Cfp, Tep.

Mike Thomas Cfa, Clu, Cfp, Tep previously worked as Estate Planning Specialist at Rbc Wealth Management Financial Services Inc. and Vice President, Insurance Distribution at Ig Wealth Management. Mike Thomas Cfa, Clu, Cfp, Tep holds Bachelor Of Commerce (B.Com.), Business, Management, Marketing, And Related Support Services from University Of Toronto.

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RBC Wealth Management Financial Services Inc.

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About Mike Thomas Cfa, Clu, Cfp, Tep

An experienced Vice President of Insurance Distribution with a demonstrated history of working with High Net Worth and Business Owner clients. I have had the great opportunity to lead a team of Insurance and Estate Planning specialists coaching them to achieve their own success. It was great to stay close to the field in my HO role and helping advisors develop their insurance and estate planning skills.As a professional skilled in Estate Planning, maximizing your Insurance Portfolio and Retirement Planning I now have the opportunity and expertise to shift my focus back to advisors and clients to maximize their outcomes.Away from work you'll find me at the cottage with the family, playing hockey and working out.

Current workplace

Mike Thomas Cfa, Clu, Cfp, Tep's current company

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RBC Wealth Management Financial Services Inc.
Rbc Wealth Management Financial Services Inc.
Insurance & Estate Planning | High Net Worth Clients | Business Owner Clients | Stakeholder Engagement | Strong Analytical Skills | Advisor Training and Development
toronto, ontario, canada
Website
rbcinvestments.com
Employees
221
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4 roles

Mike Thomas Cfa, Clu, Cfp, Tep work experience

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

Vice President, Insurance Distribution

Ig Wealth Management

I Built a highly engaged Insurance Distribution team which enabled us to grow our sales results in the High Net Worth market. I acted as the front facing ambassador for insurance and estate planning at IG and actively engaged with advisors and clients to consistently increase the number of advisors working in and the average case size in the large case.

Sep 2011 - Apr 2024

Senior Insurance Manager

Investors Group

GTA

I identified and collaborated with a select group of advisors to 10X their insurance results by focusing on the professional and business owner markets. I developed case work strategies to exceed sales targets using client friendly insurance portfolio and asset class strategies for the High-Net-Worth market

Oct 1995 - Aug 2011

Insurance Advisor

London Life

Mississauga, Ontario

Mar 1992 - Oct 1995
Team & coworkers

Colleagues at RBC Wealth Management Financial Services Inc.

Other employees you can reach at rbcinvestments.com. View company contacts for 221 employees →

AT Alexandra Tremblay Alexandra Tremblay Colleague at Rbc Wealth Management Financial Services Inc. Québec, Quebec, Canada, Canada View → RL Robin Long Robin Long Colleague at Rbc Wealth Management Financial Services Inc. Greater Richmond Region, United States View → SL Scott Leinen Scott Leinen Colleague at Rbc Wealth Management Financial Services Inc. Omaha, Nebraska, United States, United States View → RD Richard D Ormsby Richard D Ormsby Colleague at Rbc Wealth Management Financial Services Inc. Milwaukee, Wisconsin, United States, United States View → TS Todd Sysak Todd Sysak Colleague at Rbc Wealth Management Financial Services Inc. Greater Calgary Metropolitan Area, Canada View → CR Christine Richardson Christine Richardson Colleague at Rbc Wealth Management Financial Services Inc. Innisfil, Ontario, Canada, Canada View → JJ Jay Joohwan Kim, Cfp® Jay Joohwan Kim, Cfp® Colleague at Rbc Wealth Management Financial Services Inc. Coquitlam, British Columbia, Canada, Canada View → TL Tina Licari, Cfp®,Crpc® Tina Licari, Cfp®,Crpc® Colleague at Rbc Wealth Management Financial Services Inc. Duluth, Minnesota, United States, United States View → SM Sean Murray Sean Murray Colleague at Rbc Wealth Management Financial Services Inc. Canada, Canada View → TM Todd Mason Todd Mason Colleague at Rbc Wealth Management Financial Services Inc. Stafford, Texas, United States, United States View →
1 education record

Mike Thomas Cfa, Clu, Cfp, Tep education

FAQ

Frequently asked questions about Mike Thomas Cfa, Clu, Cfp, Tep

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

What company does Mike Thomas Cfa, Clu, Cfp, Tep work for?

Mike Thomas Cfa, Clu, Cfp, Tep works for RBC Wealth Management Financial Services Inc..

What is Mike Thomas Cfa, Clu, Cfp, Tep's role at RBC Wealth Management Financial Services Inc.?

Mike Thomas Cfa, Clu, Cfp, Tep is listed as Insurance & Estate Planning | High Net Worth Clients | Business Owner Clients | Stakeholder Engagement | Strong Analytical Skills | Advisor Training and Development at RBC Wealth Management Financial Services Inc..

Where is Mike Thomas Cfa, Clu, Cfp, Tep based?

Mike Thomas Cfa, Clu, Cfp, Tep is based in Etobicoke, Ontario, Canada while working with RBC Wealth Management Financial Services Inc..

What companies has Mike Thomas Cfa, Clu, Cfp, Tep worked for?

Mike Thomas Cfa, Clu, Cfp, Tep has worked for Rbc Wealth Management Financial Services Inc., Ig Wealth Management, Investors Group, and London Life.

Who are Mike Thomas Cfa, Clu, Cfp, Tep's colleagues at RBC Wealth Management Financial Services Inc.?

Mike Thomas Cfa, Clu, Cfp, Tep's colleagues at RBC Wealth Management Financial Services Inc. include Alexandra Tremblay, Robin Long, Scott Leinen, Richard D Ormsby, and Todd Sysak.

How can I contact Mike Thomas Cfa, Clu, Cfp, Tep?

You can use AeroLeads to view verified contact signals for Mike Thomas Cfa, Clu, Cfp, Tep at RBC Wealth Management Financial Services Inc., including work email, phone, and LinkedIn data when available.

What schools did Mike Thomas Cfa, Clu, Cfp, Tep attend?

Mike Thomas Cfa, Clu, Cfp, Tep holds Bachelor Of Commerce (B.Com.), Business, Management, Marketing, And Related Support Services from University Of Toronto.

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