As an Estate and Trust investment specialist, I bring over 12 years of Wealth Management experience to my clients with an emphasis on will & estate planning, and fiduciary investment solutions for estates, trusts and charitable foundations.
Scotia Wealth Management - Private Investment Counsel, 1832 Asset Management L.P
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Wealth ManagerScotia Wealth Management - Private Investment Counsel, 1832 Asset Management L.PToronto, On, Ca
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Wealth ManagerScotia Wealth Management - Private Investment Counsel, 1832 Asset Management L.P. Jun 2020 - PresentToronto, Ontario, Canada
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Director, Business Initiatives, ScotiatrustScotia Wealth Management - Scotiatrust Oct 2018 - Jun 2020Toronto
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Senior Manager, Estate & Trust SolutionsScotia Wealth Management Jul 2016 - Oct 2018Toronto
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Senior Manager, Registered ProductsScotia Wealth, Scotiatrust Oct 2015 - Jul 2016
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Senior Manager, Legal & RegulatoryScotia Private Client Group, Scotiatrust Executive Office Aug 2014 - Sep 2015Toronto, Canada Area
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Manager, Fiduciary ServicesScotia Private Client Group, Scotiatrust Executive Office May 2013 - Aug 2014Toronto, Canada Area
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Trust Officer - Charitable Foundations ServicesScotia Private Client Group, Scotiatrust Mar 2012 - Apr 2013
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Acting Manager, Fiduciary ServicesScotia Private Client Group, Scotiatrust Executive Office Jan 2013 - Feb 2013
Robert Boyd Skills
Robert Boyd Education Details
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Canadian Securities InstituteInvestment Management -
Canadian Securities InstituteInvestments And Securities
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The Society Of Trust And Estate PractitionersEstates And Trusts
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The Federation Of Law Societies Of CanadaLaw
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Sociology -
Business/Commerce, General -
Called To The Ontario Bar - June 2015
Frequently Asked Questions about Robert Boyd
What company does Robert Boyd work for?
Robert Boyd works for Scotia Wealth Management - Private Investment Counsel, 1832 Asset Management L.p
What is Robert Boyd's role at the current company?
Robert Boyd's current role is Wealth Manager.
What schools did Robert Boyd attend?
Robert Boyd attended Canadian Securities Institute, Canadian Securities Institute, The Society Of Trust And Estate Practitioners, The Federation Of Law Societies Of Canada, Trinity College, Dublin, National University Of Ireland, Galway, National University Of Ireland, Galway, Called To The Ontario Bar - June 2015.
What skills is Robert Boyd known for?
Robert Boyd has skills like Portfolio Management, Fiduciary Services, Social Media, Wealth Management, Strategic Financial Planning, Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Private Banking, Management, Powerpoint.
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Robert Boyd
Senior Director, Global Client Coverage At Rbc Investor & Treasury Services (Rbc I&Ts)Oshawa, On2rogers.com, rbc.com -
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