Roma Lyon
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Roma Lyon Email & Phone Number

Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management
Location: Greater Toronto Area, Canada 7 work roles 1 school
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Current company
Scotia Wealth Management
Role
Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out!
Location
Greater Toronto Area, Canada
Company size
3 employees

Who is Roma Lyon? Overview

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Quick answer

Roma Lyon is listed as Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management, a with 3 employees, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Roma Lyon.

Roma Lyon previously worked as Wealth Advisor at Scotia Wealth Management and Associate at Rbc Wealth Management. Roma Lyon holds Bachelor'S Degree, International Business Management from Seneca College.

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Email format at Scotia Wealth Management

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Scotia Wealth Management

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About Roma Lyon

Roma Lyon is a Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management. She possess expertise in leadership, visual merchandising, powerpoint, accounting, proofreading and 25 more skills. She is proficient in French.

Listed skills include Leadership, Visual Merchandising, Powerpoint, Accounting, and 26 others.

Current workplace

Roma Lyon's current company

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Scotia Wealth Management
Scotia Wealth Management
Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out!
Website
scotiawealthmanagement.com
Employees
3
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7 roles

Roma Lyon work experience

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

Wealth Advisor

Current
Scotia Wealth Management

Toronto, Ontario, Canada

You, at the heart of everything we do. A plan that stands the test of time. An investment portfolio tailor made.What you get: -Active portfolio management (trading and tactical allocation)-Service, brought to you wherever you are-A financial plan-Regular portfolio reviews-Debt and cash management for business owners and families alike-Access to research-An advisor who takes an educational approach to explaining markets to make them understandable-Communications with your accounting team-Eco friendly, ESG, and Fossil Fuel Free investment optionsWho I work with:-People or corporations with investment assets of $250,000 and up-Entrepreneurs-Families-Aggressive growth and/or conservative growth mindset people-People with disabilities (I will explain the RDSP benefits and options)-People of diverse background, limited English is not a problem (English was not my first language either)-Shariah, Halal Investing Friendly -LGBTQ+ Friendly

Nov 2023 - Present

Associate

Rbc Wealth Management

Toronto, Ontario, Canada

Opened accounts for clients. Performed account contributions. Created letters of authorization. Generated reports for advisors, clients and accountants.Placed buys/sells of stocks, GICs, mutual funds and index funds.Provided enhanced customer service to clients by walking them through step by step instructions over the phone. Explained nuances of registered accounts, Canadian/US tax laws and more.Completed financial planning profiles.Performed: account transfers, bankwires in/out, bank account linking, sent EFTs, made registered account contributions and withdrawals, AWDs, PACs, drafted LOAs, used the BTS system, and more. Exceptional organization, time management and prioritization of advisor delegated tasks.Collaborated with more experienced associates on how to proceed with complex issues.

Jun 2022 - Feb 2023

In-Field Sales Manager

Connect 6

Toronto, Canada Area

Mar 2019 - Jul 2019

Team Supervisor

Connect 6
Dec 2018 - Mar 2019

Sales Associate

Connect 6

Toronto, Canada Area

Aug 2018 - Dec 2018

Founder And Ceo

Nex Rental

Toronto On

Rented out virtual reality headsets, PCs, drones, and 360 cameras.

Jun 2015 - Sep 2017
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

VR Vithiyasini Rajeev Vithiyasini Rajeev Colleague at Scotia Wealth ManagementScarborough, Ontario, Canada View → JK John Kys, Cim, Pfp John Kys, Cim, Pfp Colleague at Scotia Wealth ManagementLondon, Ontario, Canada View → JC James Chan James Chan Colleague at Scotia Wealth ManagementMarkham, Ontario, Canada View → MS Matthew Selman, B.Econ Matthew Selman, B.Econ Colleague at Scotia Wealth ManagementMontreal, Quebec, Canada View → ST Stuart T Smith, Cim, Cfp Stuart T Smith, Cim, Cfp Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → CP Ceri Pothier Ceri Pothier Colleague at Scotia Wealth ManagementCanada View → ST Sara Torres Romero Sara Torres Romero Colleague at Scotia Wealth ManagementBogota, D.C., Capital District, Colombia View → AL Aldair Leal Sánchez Aldair Leal Sánchez Colleague at Scotia Wealth ManagementTexcoco, México, Mexico View → NB Nicole Buckle Nicole Buckle Colleague at Scotia Wealth ManagementWaterloo, Ontario, Canada View → SW Stella Wu Stella Wu Colleague at Scotia Wealth ManagementVictoria, British Columbia, Canada View →
1 education record

Roma Lyon education

FAQ

Frequently asked questions about Roma Lyon

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

What company does Roma Lyon work for?

Roma Lyon works for Scotia Wealth Management.

What is Roma Lyon's role at Scotia Wealth Management?

Roma Lyon is listed as Defer taxation, invest wisely, and elevate the strategy. If you're interested in improving your results just reach out! at Scotia Wealth Management.

Where is Roma Lyon based?

Roma Lyon is based in Greater Toronto Area, Canada while working with Scotia Wealth Management.

What companies has Roma Lyon worked for?

Roma Lyon has worked for Scotia Wealth Management, Rbc Wealth Management, Downtown Chrysler Dodge Jeep Ram, Connect 6, and Nex Rental.

Who are Roma Lyon's colleagues at Scotia Wealth Management?

Roma Lyon's colleagues at Scotia Wealth Management include Vithiyasini Rajeev, John Kys, Cim, Pfp, James Chan, Matthew Selman, B.Econ, and Stuart T Smith, Cim, Cfp.

How can I contact Roma Lyon?

You can use AeroLeads to view verified contact signals for Roma Lyon at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Roma Lyon attend?

Roma Lyon holds Bachelor'S Degree, International Business Management from Seneca College.

What skills is Roma Lyon known for?

Roma Lyon is listed with skills including Leadership, Visual Merchandising, Powerpoint, Accounting, Proofreading, History, Photoshop, and Mobile Payments.

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