We help our families and business owner clients to plan, protect and build their wealth through all stages of life.
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Portfolio Manager Managing PartnerQuintessence Wealth May 2024 - PresentGreater Toronto Area, Canada
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Founding Partner & Wealth AdvisorBird'S Eye Wealth Planners Apr 2024 - PresentToronto, Ontario, Canada
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Portfolio ManagerRbc Dominion Securities Oct 2020 - Apr 2024Toronto, Ontario, Canada -
Associate Portfolio ManagerRbc Dominion Securities Sep 2017 - Apr 2024Toronto, Canada AreaI help SME Business Owners and professionals manage their business and personal finances from start to finish. From Financial and Estate Planning to Investment Portfolios and Corporate Planning, my job is to help you build, prepare and protect your hard earned wealth.
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Investment & Wealth Advisor, Insurance RepresentativeRbc Wealth Management Jan 2017 - Apr 2024Toronto, Canada AreaProviding complete wealth management services for Business Owners and High Net Worth families in the GTA. Without a plan, there is no way to reach your goal -
Registered Representative, Insurance RepresentativeRbc Dominion Securities 2003 - Dec 2016Toronto, Canada Area
Sam Rook Education Details
Frequently Asked Questions about Sam Rook
What company does Sam Rook work for?
Sam Rook works for Bird's Eye Wealth Planners
What is Sam Rook's role at the current company?
Sam Rook's current role is Founding Partner & Wealth Advisor.
What schools did Sam Rook attend?
Sam Rook attended Laurentian University/université Laurentienne.
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