Please complete the CAPTCHA to continue
@rbc.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Rodney Lowry, Pfp® is listed as Senior Financial Planner at RBC FINANCIAL PLANNING, a company with 6359 employees, based in Kelowna, British Columbia, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Rodney Lowry, Pfp®.
Rodney Lowry, Pfp® previously worked as FINANCIAL PLANNER at Rbc Financial Planning and Senior Account Manager at Rbc Royal Bank. Rodney Lowry, Pfp® holds Bachelor Of Laws (Ll.B.), Law from University Of Manitoba.
This section adds company-level context without repeating Rodney Lowry, Pfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Rodney Lowry, Pfp®. Compare company email patterns before reaching out.
I am an experienced accredited professional with the knowledge and expertise to assist individuals in developing personalized financial plans. I have over 26 years experience in the financial industry and have been a Professional Financial Planner for 20 years with RBC Royal Bank. With a Bachelors degree in both Economics and Law I have a wealth of knowledge and expertise with respect to financial planning, wealth management, estate planning, tax planning and business succession planning for mid to affluent individuals and families, particularly with respect to those engaged in professional occupations which include but are not limited to medical professionals, doctors, lawyers, incorporated professionals and small business owners. .............In my role I utilize RBC's process called "Your Future By Design". This planning process allows me to uncover the journey of my clients and understand their goals and dreams (the personal) along with the financial ( income, assets, liabilities, etc). First I help you determine where you’re going - what you want for your financial future. Then I help you make it happen.The "Your Future by Design" process I utilize focuses on eight (8) disciplines of financial planning :1. Investment Planning2. Retirement Planning 3. Transitioning into Retirement4. Tax Planning5. Borrowing & Debt Management6. Optimizing Net Worth & Cash Flow7. Risk Management8. Estate Planning
Listed skills include Financial Planners, Personal Finance, Banking, Wealth, and 46 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Kelowna, British Columbia, Canada
My role involves managing up to 500 of the most affluent clients of the branch and collaboratively assisting them in developing their personal financial strategies. Duties range in scope in all aspects of everyday banking accounts as well as both credit and investment areas of an individual's banking. In the area of credit the duties can involve assisting.
Winnipeg, Manitoba, Canada
My role involves managing up to 500 of the most affluent clients of the branch and collaboratively assisting them in developing their personal financial strategies. Duties range in scope in all aspects of everyday banking accounts as well as both credit and investment areas of an individual's banking. In the area of credit the duties can involve assisting.
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
Daniel Penny
Colleague at Rbc Financial PlanningBrampton, Ontario, Canada, Canada
View →
DV
Dominic Vivolo
Colleague at Rbc Financial PlanningBuffalo-Niagara Falls Area, United States
View →
JW
Joanne White, Mba, Cfp
Colleague at Rbc Financial PlanningBedford, Nova Scotia, Canada, Canada
View →
AD
Anil Dhawan
Colleague at Rbc Financial PlanningNorth York, Ontario, Canada, Canada
View →
KS
Kyle Sheckells
Colleague at Rbc Financial PlanningWylie, Texas, United States, United States
View →
GM
Gail Mccourt
Colleague at Rbc Financial PlanningJersey, Jersey
View →
DH
Dymae Hope Londres
Colleague at Rbc Financial PlanningGreater Vancouver Metropolitan Area, Canada
View →
SP
Steven Paskal
Colleague at Rbc Financial PlanningNew York, New York, United States, United States
View →
CC
Christopher Clawson
Colleague at Rbc Financial PlanningMontgomery, Texas, United States, United States
View →
JA
James Aid
Colleague at Rbc Financial PlanningNashville, Tennessee, United States, United States
View →
Quick answers generated from the profile data available on this page.
Rodney Lowry, Pfp® works for RBC FINANCIAL PLANNING.
Rodney Lowry, Pfp® is listed as Senior Financial Planner at RBC FINANCIAL PLANNING.
AeroLeads has found 1 work email signal at @rbc.com for Rodney Lowry, Pfp® at RBC FINANCIAL PLANNING.
Rodney Lowry, Pfp® is based in Kelowna, British Columbia, Canada while working with RBC FINANCIAL PLANNING.
Rodney Lowry, Pfp® has worked for Rbc Financial Planning and Rbc Royal Bank.
Rodney Lowry, Pfp®'s colleagues at RBC FINANCIAL PLANNING include Daniel Penny, Dominic Vivolo, Joanne White, Mba, Cfp, Anil Dhawan, and Kyle Sheckells.
You can use AeroLeads to view verified contact signals for Rodney Lowry, Pfp® at RBC FINANCIAL PLANNING, including work email, phone, and LinkedIn data when available.
Rodney Lowry, Pfp® holds Bachelor Of Laws (Ll.B.), Law from University Of Manitoba.
Rodney Lowry, Pfp® is listed with skills including Financial Planners, Personal Finance, Banking, Wealth, Wealth Management, Investment Banking, Investment Strategies, and Investment Properties.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts