AeroLeads people directory · profile

Rob Trickey Email & Phone Number

Taking my clients unique goals and providing wealth management solutions for over 30 years at CIBC Wood Gundy
Location: Nelson, British Columbia, Canada 4 work roles 1 school
2 phones found area 250 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (250) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Taking my clients unique goals and providing wealth management solutions for over 30 years
Location
Nelson, British Columbia, Canada
Company size

Who is Rob Trickey? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Rob Trickey is listed as Taking my clients unique goals and providing wealth management solutions for over 30 years at CIBC Wood Gundy, a company with 2017 employees, based in Nelson, British Columbia, Canada. AeroLeads shows phone signal with area code 250 and a matched LinkedIn profile for Rob Trickey.

Rob Trickey previously worked as Investment Advisor at Cibc Wood Gundy and Vice-President / Investment Advisor / Branch Manager at Cibc Wood Gundy. Rob Trickey holds Bachelor Of Arts - Ba, Finance, Natural Resource Economics, Spanish from Simon Fraser University.

Company email context

Email format at CIBC Wood Gundy

This section adds company-level context without repeating Rob Trickey's masked contact details.

CIBC Wood Gundy

Review company-level records connected to Rob Trickey before choosing the right outreach path.

Profile bio

About Rob Trickey

https://www.cibc.com/content/dam/pwm-public-assets/documents/pdfs/social-media-disclaimer.pdf

Listed skills include Portfolio Management and Wealth Management.

Current workplace

Rob Trickey's current company

Company context helps verify the profile and gives searchers a useful next step.

CIBC Wood Gundy
Cibc Wood Gundy
Taking my clients unique goals and providing wealth management solutions for over 30 years
canada
Employees
2017
AeroLeads page
4 roles

Rob Trickey work experience

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

Investment Advisor

Current

Nelson, British Columbia

Proudly serving business owners and generations of clients in the Kootenays with all their wealth management needs. Starting at Midland Walwyn and changing the sign on the door to Merrill Lynch and then proudly to CIBC Wood Gundy, my office has been continuously located in Nelson, B.C.I recently retired as Branch Manager after 17 years to fully devote my.

Jun 1992 - Present

Vice-President / Investment Advisor / Branch Manager

Nelson, British Columbia, Canada

Proudly serving business owners and generations of clients in the Kootenays with all their wealth management needs. During this time I also assumed the role of Branch Manager in Trail as well to help with building a regional integrated wealth offer in all of the West Kootenays.

Jan 2001 - Jan 2018

Investment Advisor/Branch Manager

Nelson, BC

Proudly serving business owners and generations of clients in the Kootenays with all their wealth management needs. I also became the Branch Manager to help build our brand and presence. I also spent two terms on the Advisory Council to Management.

Jun 1998 - Jan 2001

Investment Advisor

Midland Walwyn

Proudly serving business owners and generations of clients in the Kootenays with all their wealth management needs.

Jun 1992 - Jun 1998
Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

1 education record

Rob Trickey education

FAQ

Frequently asked questions about Rob Trickey

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

What company does Rob Trickey work for?

Rob Trickey works for CIBC Wood Gundy.

What is Rob Trickey's role at CIBC Wood Gundy?

Rob Trickey is listed as Taking my clients unique goals and providing wealth management solutions for over 30 years at CIBC Wood Gundy.

What is Rob Trickey's phone number?

AeroLeads has found 2 phone signal(s) with area code 250 for Rob Trickey at CIBC Wood Gundy.

Where is Rob Trickey based?

Rob Trickey is based in Nelson, British Columbia, Canada while working with CIBC Wood Gundy.

What companies has Rob Trickey worked for?

Rob Trickey has worked for Cibc Wood Gundy, Merrill Lynch, and Midland Walwyn.

Who are Rob Trickey's colleagues at CIBC Wood Gundy?

Rob Trickey's colleagues at CIBC Wood Gundy include Matteo Florio, Jim Wilson, Jeff La Morre, Kyle Murray, and Jackie Rajotte.

How can I contact Rob Trickey?

You can use AeroLeads to view verified contact signals for Rob Trickey at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Rob Trickey attend?

Rob Trickey holds Bachelor Of Arts - Ba, Finance, Natural Resource Economics, Spanish from Simon Fraser University.

What skills is Rob Trickey known for?

Rob Trickey is listed with skills including Portfolio Management and Wealth Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Rob Trickey you were looking for.

View similar profiles