Robert Clarke, Cfp Email & Phone Number

Oakville, On, Ca

Oakville, Ontario, Canada

435 North Service Rd. W. Suite 301, Oakville, On L6M 4X8

Responsible for providing a modern approach to investments, wealth management, and financial planning by leveraging RBC Dominion Securities' industry leading technology and network of professionals. Provide market insight, commentary, and analysis for clients to drive educated investment decisions and manage risk. Monitor, review, and adjust client portfolios and positions with the guidance of the Vice-President & Investment Advisor of the team. Prepare financial projections for individual clients and businesses to provide deep insight to their financial position.Lead the growth and development of new business initiatives for our team.

Oakville, On

Provided excellent administrative support to an established wealth management teamEnsured a high level of client service and satisfaction by assisting clients with inquiries and fulfilling requests. Provided trading support, financial planning input, and communications expertise to the team.

Toronto, Canada Area

Member of the Communications Team responsible for implementing a government advocacy and member relations plan with all life insurance companies across Canada. Coordinated strategic meetings between the President & CEO of Assuris and our members. Prepared key messages and supporting documentation for these meetings. Member of the Core Technology Team responsible for implementing a technology strategy across the organization. Specifically responsible for documenting all processes and training staff and directors on new systems and procedures.Prepared reports with support of the Vice-President, External Relations for Committees of the Board of Directors.Produced written content and worked with a designer on Assuris’ Annual Report. Presented the finished product to the Assuris Board of Directors. Researched and wrote positioning papers and recommendations on key industry issues.Arranged quarterly meetings of a consultative committee of industry representatives. Responsible for coordinating meeting material and recording minutes.

Toronto

Supported the successful operation of the Fee Based Program.Prepared reports and summarized product and service information for management analysis.Provided administrative support for clients.