Rob Meredith Email & Phone Number

Ottawa, On, Ca

Ottawa, Canada Area

For more than a century, Dominion Securities have helped individuals, families, businesses, charitable foundations and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. Today, with over 400,000 clients across Canada and worldwide, and $217 billion in assets under administration, RBC Dominion Securities is Canada's leading full-service investment and wealth management firm.)Working within the Menard Kinkaid Wealth Management Group, I am responsible for: leading and supporting the holistic wealth management practice of our business , with a direct reporting role encompassing activities such as financial planning, net worth & budget analysis, portfolio analysis, retirement planning, accumulation and de-accumulation strategies, general estate, insurance and tax planning, alongside potential legal considerations as they relate to the above. With a mandate of efficiency in planning guidance and customer satisfaction, as well as ensuring end to end development of personalized plans our goal is to ensure our client’s needs are met and addressed in a timely manner• Created and implement personal and corporate financial plans that are tailored to our clients unique objectives, goals and concerns • Specialization in assisting clients who are pivoting away from the accumulation phase of their life and moving towards a de-accumulation phase. Having assisted more than 500 individuals through this phase Rob’s passion is supporting clients in developing retirement cash flow strategies taking into-affect all areas of financial planning disciplines• With specialization in assisting families supporting those with disabilities. Being an active volunteer within the community, and assisting the board of Lifetime Networks through Citizen Advocacy Ottawa.

Baseline & Merivale Branch

The Royal Bank of Canada, operating as RBC Financial Group, is the largest financial institution in Canada. The bank serves 16 million clients and has 76,000 employees worldwideManaged credit, investment and everyday banking needs of our top 325 families. This involved detailed planning, alongside integration of partners and third party providers in the legal and tax space. * More than doubled portfolio under management ($35 MM to $92MM) through a commitment to wealth management process's and planning for my clients. * Commitment to planning, client service package as well as rigorous contact management routines were keys to this success.* Asked to speak at various regional events including US Property purchase seminar for top cross border accounts within our region

The Royal Bank of Canada, operating as RBC Financial Group, is the largest financial institution in Canada. The bank serves 16 million clients and has 76,000 employees worldwideEstablished and grew long term relationships by collaborating with clients and engaging with their evolving personal banking needs. By providing superior service and financial advice, we achieved exceptional client loyalty. The focus is on retaining, growing and attracting clients through an ongoing discovery approach and applying financial counseling principles that help individuals make informed decisions about their personal goals. By partnering with other RBC specialists across the organization, I was able to contribute to helping RBC achieve an increased share of market position.* Seven time Regional President’s club winner * 2 time quarterly nominee and one time quarterly RBC award winner for Regional Effectiveness* Asked to be part of RBC's mobile banking team

Baseline & Merivale Ottawa

Fcsi - Fellow Of The Canadian Securities Institute

Pfp, Financial Planning And Services

Bachelors, Social Sciences