Rob Meredith Email & Phone Number

Prior to joining RBC in 2009, Robert held various senior management positions in both Canada and the U.S. within the service industry, where he led numerous large teams in achieving a diverse set of specific and strategic goals. Robert has worked as a financial planner throughout his tenure with RBC and, since joining the Menard Kinkaid Private Wealth team in 2014, he leads our group’s wealth management division.As the team’s in-house financial planner, Robert has had the opportunity to work with hundreds of families and businesses, assisting them to achieve their personal and professional goals. “A financial plan is far beyond a document; it is someone’s life story,” says Robert, adding that it encompasses people’s ambitions, desires, passions, goals, and even their worries and concerns. “It brings me a sense of satisfaction to produce strategies that truly put that complex puzzle we call life into focus.” When people tell Robert they feel heard and understood – “seeing the shoulders come down, the smile widen” – it’s his ultimate reward.Robert has specialized knowledge and training in cash flow planning, and assisting families dealing with disabilities and divorce. He has been awarded the Fellow of the Canadian Securities Institute honour. Robert was the recipient of the Senate of Canada’s 150th anniversary medal for his community involvement working with families that are dealing with disabilities and coaching youth in financial literacy. He also won the RBC Global Citizen award for 2020, and the RBC Convention Award in 2021. Robert’s high energy is channeled through his personal pursuits in volunteer work, mentorship, personal training, and spending time with his wife and two young sons.You have a vision. We have a way to get you there. Discover what Menard Kinkaid Private Wealth can do for you at menardkinkaid.com.

Listed skills include Training, Management, Team Building, Investments, and 18 others.