Sameer Raina, Cfa, Cfp, Mba
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Sameer Raina, Cfa, Cfp, Mba Email & Phone Number

Investment Counsellor and Portfolio Manager at RBC Philips, Hager & North Investment Counsel at RBC PH&N Investment Counsel
Location: Greater Toronto Area, Canada, Canada 8 work roles 6 schools
1 work email found @rbc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
RBC PH&N Investment Counsel
Role
Investment Counsellor and Portfolio Manager at RBC Philips, Hager & North Investment Counsel
Location
Greater Toronto Area, Canada, Canada
Company size
220 employees

Who is Sameer Raina, Cfa, Cfp, Mba? Overview

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Quick answer

Sameer Raina, Cfa, Cfp, Mba is listed as Investment Counsellor and Portfolio Manager at RBC Philips, Hager & North Investment Counsel at RBC PH&N Investment Counsel, a company with 220 employees, based in Greater Toronto Area, Canada, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Sameer Raina, Cfa, Cfp, Mba.

Sameer Raina, Cfa, Cfp, Mba previously worked as Investment Counsellor at Rbc Ph&N Investment Counsel and Associate Investment Counsellor at Rbc Ph&N Investment Counsel. Sameer Raina, Cfa, Cfp, Mba holds Investments And Securities from Cfa Institute.

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Email format at RBC PH&N Investment Counsel

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*@rbc.com
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Profile bio

About Sameer Raina, Cfa, Cfp, Mba

Sameer brings close to 15 years' experience in the financial planning and investment management to his role as Investment Counsellor with RBC PH&N Investment Counsel.Working closely with a select number of high-net-worth individuals, families, and corporations enables Sameer to develop a deep understanding of their financial circumstances, risk tolerance and investment objectives. He works closely with internal tax, estate, and financial planning specialists, along with his clients' existing advisors, in order to deliver them a truly comprehensive wealth management experience.Sameer graduated from University of Pune with a Master of Business Administration. He is a Certified Financial Planner. He is also Chartered Financial Analyst (CFA) Charterholder, and a member of both the CFA Institute and Toronto CFA Society.

Listed skills include Investments, Portfolio Management, Strategic Financial Planning, Finance, and 40 others.

Current workplace

Sameer Raina, Cfa, Cfp, Mba's current company

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RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Investment Counsellor and Portfolio Manager at RBC Philips, Hager & North Investment Counsel
toronto, ontario, canada
Website
rbcphnic.com
Employees
220
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8 roles · 28 years

Sameer Raina, Cfa, Cfp, Mba work experience

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

Financial Planner

Rbc

Toronto, Canada Area

Providing advice to high net worth clients on both sides of the balance sheet - Investment Advice based on risk tolerance and return objectives, and Credit Planning Advice based on their financial circumstances and cash flow analysis.Actively manage assigned target clients using value based relationship & provide ongoing financial planning advice.Prepare.

Aug 2007 - Jan 2019

Senior Financial Advisor

Cibc

Toronto, Canada Area

Proactively establish, develop and maintain strong client relationships through regular contact and through providing timely, value-added information, advice and recommendationsBuild and execute Annual Portfolio Plans to schedule proactive contact with all clients and to ensure a minimum of one meaningful, advisory engagement throughout the yearAssess.

Apr 2004 - Aug 2007

Assistant Manager

Birla Global Finance Ltd
2000 - 2001 ~1 yr
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

Other employees you can reach at rbcphnic.com. View company contacts for 220 employees →

AW Alex Wong, Cfa Alex Wong, Cfa Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → JM Jennifer Murchie Cim, Pfp Jennifer Murchie Cim, Pfp Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → PG Patrick Ghanem, Cfa Patrick Ghanem, Cfa Colleague at Rbc Ph&N Investment Counsel Greater Vancouver Metropolitan Area, Canada View → JK Jennifer Kennedy Jennifer Kennedy Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → NA Nour Akbi Nour Akbi Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → EP Etienne Plourde, Cim, Cfa Etienne Plourde, Cim, Cfa Colleague at Rbc Ph&N Investment Counsel Greater Montreal Metropolitan Area, Canada View → DS Dimitri Shapiro Cfa, Mba Dimitri Shapiro Cfa, Mba Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → TC Tina Chen, Cfa Tina Chen, Cfa Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → LS Lindsay Stocker Lindsay Stocker Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → AP Almas Parkar Almas Parkar Colleague at Rbc Ph&N Investment Counsel Greater Toronto Area, Canada, Canada View →
6 education records

Sameer Raina, Cfa, Cfp, Mba education

Investments And Securities

Cfa Institute
FAQ

Frequently asked questions about Sameer Raina, Cfa, Cfp, Mba

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

What company does Sameer Raina, Cfa, Cfp, Mba work for?

Sameer Raina, Cfa, Cfp, Mba works for RBC PH&N Investment Counsel.

What is Sameer Raina, Cfa, Cfp, Mba's role at RBC PH&N Investment Counsel?

Sameer Raina, Cfa, Cfp, Mba is listed as Investment Counsellor and Portfolio Manager at RBC Philips, Hager & North Investment Counsel at RBC PH&N Investment Counsel.

What is Sameer Raina, Cfa, Cfp, Mba's email address?

AeroLeads has found 1 work email signal at @rbc.com for Sameer Raina, Cfa, Cfp, Mba at RBC PH&N Investment Counsel.

Where is Sameer Raina, Cfa, Cfp, Mba based?

Sameer Raina, Cfa, Cfp, Mba is based in Greater Toronto Area, Canada, Canada while working with RBC PH&N Investment Counsel.

What companies has Sameer Raina, Cfa, Cfp, Mba worked for?

Sameer Raina, Cfa, Cfp, Mba has worked for Rbc Ph&N Investment Counsel, Rbc, Cibc, Icici Bank, and Birla Global Finance Ltd.

Who are Sameer Raina, Cfa, Cfp, Mba's colleagues at RBC PH&N Investment Counsel?

Sameer Raina, Cfa, Cfp, Mba's colleagues at RBC PH&N Investment Counsel include Alex Wong, Cfa, Jennifer Murchie Cim, Pfp, Patrick Ghanem, Cfa, Jennifer Kennedy, and Nour Akbi.

How can I contact Sameer Raina, Cfa, Cfp, Mba?

You can use AeroLeads to view verified contact signals for Sameer Raina, Cfa, Cfp, Mba at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Sameer Raina, Cfa, Cfp, Mba attend?

Sameer Raina, Cfa, Cfp, Mba holds Investments And Securities from Cfa Institute.

What skills is Sameer Raina, Cfa, Cfp, Mba known for?

Sameer Raina, Cfa, Cfp, Mba is listed with skills including Investments, Portfolio Management, Strategic Financial Planning, Finance, Mutual Funds, Banking, Retirement Planning, and Financial Planning.

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