Sami Sacy  , F. Pl.
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Sami Sacy , F. Pl. Email & Phone Number

Private Banker, RBC Wealth Management at RBC Wealth Management
Location: Greater Montreal Metropolitan Area, Canada, Canada 6 work roles 1 school
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Current company
Role
Private Banker, RBC Wealth Management
Location
Greater Montreal Metropolitan Area, Canada, Canada
Company size

Who is Sami Sacy , F. Pl.? Overview

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Quick answer

Sami Sacy , F. Pl. is listed as Private Banker, RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Greater Montreal Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Sami Sacy , F. Pl..

Sami Sacy , F. Pl. previously worked as Private Banker at Rbc Wealth Management and Financial Planner, RBC Financial Planning at Rbc. Sami Sacy , F. Pl. holds Bachelor Of Business Administration (Bba) from Concordia University.

Company email context

Email format at RBC Wealth Management

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RBC Wealth Management

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Profile bio

About Sami Sacy , F. Pl.

Financial planning is more than budgeting and saving. As a financial planner I am here to learn more about my clients and set them on the right track towards achieving their life goals. My years of experience in the banking industry coupled with my financial planner designation from IQPF help me advise my clients in different fields, namely; investment planning, retirement planning, borrowing and debt management, tax planning, estate planning risk management & Optimizing cash flow.At RBC, I work with a team of internal and external partners specialized in different fields such as tax specialists, notaries, estate specialists, mortgage specialists amongst others.Helping my clients reach their dreams is what drives me and gives me the most fulfillment.Royal Bank of Canada, Royal Mutual Funds Inc.RBC Legal Terms of use www.rbc.com/legal

Listed skills include Teamwork, Banking, Investments, Customer Service, and 1 others.

Current workplace

Sami Sacy , F. Pl.'s current company

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RBC Wealth Management
Rbc Wealth Management
Private Banker, RBC Wealth Management
toronto, ontario, canada
Employees
6359
AeroLeads page
6 roles

Sami Sacy , F. Pl. work experience

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

Financial Planner, Rbc Financial Planning

Rbc

1100 Sherbrooke St W

Dec 2017 - Nov 2024

Expert Banking Advisor

Rbc
Nov 2016 - Dec 2017

Banking Advisor

Rbc
Mar 2015 - Nov 2016

Investment Representative

Rbc
Jun 2013 - Mar 2015

Everyday Banking Specialist

Rbc

Montreal, Canada Area

Jun 2012 - Jun 2013
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

1 education record

Sami Sacy , F. Pl. education

FAQ

Frequently asked questions about Sami Sacy , F. Pl.

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

What company does Sami Sacy , F. Pl. work for?

Sami Sacy , F. Pl. works for RBC Wealth Management.

What is Sami Sacy , F. Pl.'s role at RBC Wealth Management?

Sami Sacy , F. Pl. is listed as Private Banker, RBC Wealth Management at RBC Wealth Management.

Where is Sami Sacy , F. Pl. based?

Sami Sacy , F. Pl. is based in Greater Montreal Metropolitan Area, Canada, Canada while working with RBC Wealth Management.

What companies has Sami Sacy , F. Pl. worked for?

Sami Sacy , F. Pl. has worked for Rbc Wealth Management and Rbc.

Who are Sami Sacy , F. Pl.'s colleagues at RBC Wealth Management?

Sami Sacy , F. Pl.'s colleagues at RBC Wealth Management include Trish Hanks, Rita Johnston, Jeff Jaraczeski, Chris Young, Cfp®, Crpc®, Gfs®, and James S. Lin, Mba, Crpc®, Cpfa.

How can I contact Sami Sacy , F. Pl.?

You can use AeroLeads to view verified contact signals for Sami Sacy , F. Pl. at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sami Sacy , F. Pl. attend?

Sami Sacy , F. Pl. holds Bachelor Of Business Administration (Bba) from Concordia University.

What skills is Sami Sacy , F. Pl. known for?

Sami Sacy , F. Pl. is listed with skills including Teamwork, Banking, Investments, Customer Service, and Financial Planning.

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